Defined Contribution Investment Director

PNC

Defined Contribution Investment Director responsible for investment strategy and team management within PNC's Asset Management Group. Overseeing fiduciary processes and collaborating with business leaders to support client retention and growth.

Posted 5/9/2026full-timePhiladelphia • Illinois, Pennsylvania, Texas • 🇺🇸 United StatesLead💰 $80,000 - $241,800 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment philosophylineup constructionasset class preferencesactive/passive implementationfiduciary investment due diligenceinvestment policy statementsinvestment analyticsreporting toolsinvestment due diligenceretirement plan structures

Soft Skills

people managementcommunicationinfluencecoachingteam developmentaccountabilityinnovationcollaborationguidancepresentation support

Certifications

CFA