Trader Associate - PNC Wealth Management

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 Trader Associate within PNC's Wealth Management organization, you may be based in any of the following locations:
Indianapolis Cleveland Pittsburgh Charlotte Birmingham Jacksonville Houston Atlanta Orlando Nashville. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Partners with senior team members to support the trading process and execution of capital markets transactions. Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer complex implementation plans and related client interactions.

Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for trade related inquiries or issues. Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed. Serves as a peer resource and may perform general administrative support. Monitors and develops industry, product, market, and regulatory knowledge.

Gains proficiency with tools, systems and other resources.

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licencures needed to be successful in this position.

• Client Facing
• Client Relationship Building
• Competitive Strategies
• Financial Modeling
• Go-to-Market Strategies
• Meeting Management
• Negotiation
• New Business Development Competencies

• Accuracy and Attention to Detail
• Decision Making and Critical Thinking
• Effective Communications
• Financial Engineering
• Flexibility and Adaptability
• Managing Multiple Priorities
• Products and Services
• Sales Support and Administration
• Trading

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Associates

No Required Certification(s)

FINRA Series 7 and 63 (or 66) required

No Required or…