Defined Contribution Investment Director
Listed on 2026-06-24
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, CFO
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Defined Contribution Investment Director within PNC’s Asset Management Group Investment Office organization, you will be based in Philadelphia, PA.
Other PNC locations will also be considered.
The Defined Contribution Investment Director leads the investment team within the AMG Investment Office supporting the Retirement Solutions / Fiduciary Investment Services (FIS) line of business. This role is responsible for investment strategy, fiduciary oversight, retirement plan advisor support, and thought leadership, while also managing and developing an investment team. The Director partners closely with business leaders, advisors, legal and risk partners, and external vendors to support client retention, growth, and high‑quality fiduciary outcomes for a growing business.
Key Responsibilities- Lead the development and ongoing maintenance of the Retirement Solutions investment philosophy, including lineup construction, asset class preferences, active/passive implementation, and approved investment vehicles.
- Oversee fiduciary investment due diligence processes for 3(21) and 3(38) services in alignment with Investment Policy Statements and internal control standards.
- Represent the organization as a 3(38) Investment Manager, including reviewing and approving Investment Policy Statements, evaluating client requested changes, and partnering with Legal on material updates.
- Serve as a trusted investment resource to Retirement Plan Advisors by providing guidance on client specific investment questions, lineup construction, and target date fund reviews.
- Participate in client and prospect meetings as requested, offering investment observations, insights, and presentation support.
- Train newly hired advisors on investment philosophy, fiduciary processes, reporting tools, and investment protocols, and provide ongoing advisor education.
- Partner with Line of Business leadership to align on strategic objectives.
- Create and deliver investment thought leadership and educational content for clients, prospects, and advisors, including webinars and presentations.
- Contribute to sales and marketing efforts by reviewing or drafting investment related RFP responses and presentation materials.
- Manage key vendor relationships (e.g., investment analytics and reporting platforms) and ensure service standards are met.
- Lead investment related technology initiatives and system enhancements to improve advisor oversight, reporting accuracy, and efficiency.
- Partner with asset managers to identify opportunities for lower cost vehicle access and enhanced investment solutions.
- Lead, coach, and develop a team of investment professionals, fostering accountability, innovation, and collaboration.
- Align team priorities with business strategy, client needs, and retention goals.
- Significant experience in institutional retirement plan investments, fiduciary services, or investment advisory leadership.
- Deep knowledge of ERISA, 3(21) and 3(38) fiduciary services, investment due diligence, and retirement plan structures.
- Demonstrated people management experience with a track record of developing high‑performing teams.
- Strong communication skills and proven ability to influence senior business partners, advisors, and clients.
- Experience working with investment platforms, analytics tools, and advisor reporting solutions.
- Professional investment or fiduciary designations (e.g., CFA®) preferred.
Minimum of 8+ years industry experience with at least 5 years of prior management experience. A bachelor’s degree or equivalent with relevant certifications is desirable.
CompensationBase salary: $ – $ per year. Salary may vary based on geographic location, market data and individual skills, experience, and education. This role is incentive eligible.
BenefitsPNC offers…
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