[Remote] Retirement Specialist
Note: The job is a remote job and is open to candidates in USA. PNC is a leading financial services company that values its employees and fosters an inclusive workplace culture. They are seeking a Retirement Specialist within their Private Bank organization to enhance revenue generation and client satisfaction by consulting on Individual Retirement Account products and providing analytical support on compliance matters.
Responsibilities
- Enhances revenue generation and client satisfaction by serving as a consultant for Individual Retirement Account product activities
- Consults with client-facing advisors in the areas of retirement and financial planning
- Acts as liaison to key internal groups to provide seamless Individual Retirement Account service and product support
- Performs analytical research on compliance matters
- Uses findings to identify potential issues, notify internal partners and follow through until corrections are fully executed
- Serves as a subject matter expert for internal/external partners on retirement matters
- Assists in development of educational resources
- With guidance, performs project management activities involving oversight of Individual Retirement Account administration
Skills
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role
- Roles at this level typically require a university / college degree with
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- Bachelors
- Benefits Administration
- Client Facing
- Corporate Governance
- Customer Solutions
- Finance Strategy
- People Management
- Policy Analysis
- Retirement Planning
- Strategic Human Resources Leadership
- Consulting
- Effective Communications
- Influencing
- Investments
- Problem Solving
- Project Management
- Regulatory Environment - Financial Services
- Retirement Programs
Benefits
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and vision options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with PNC match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level and years of service
Company Overview