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Vested Interest Relationship Manager

Vested Interest Relationship Manager

Job Description

The Vested Interest Relationship Manager is a key member of PNC's Vested Interest team. Vested Interest is PNC's defined contribution bundled product that offers a comprehensive suite of investment, record keeping, and customized education services to both plan participants and plan sponsors. This position will work with clients with plans in the $1m-$5m range.

The Vested Interest Relationship Manager is responsible for managing the delivery of Vested Interest services to the plan sponsor. As the Relationship Manager, your primary role is to present relationship reviews to the client and his/her consultant and retirement committee, with focus on the plan investment options.  Relationship Managers are the lead positions on Client Teams, which also includes day-to-day account managers and employee education consultants.  In addition, this position has responsibility to the regional market in retaining current clients as well as assisting the new business process as a technical 401k expert to the sales force. 

The successful candidate will have the following qualifications:*

  • Bachelors Degree preferred, experience may be considered in lieu of education

  • ASPPA and/or CIMA certifications preferred.

  • Seven plus years of experience working with employee benefit plans with a specialization in 401K plans.

  • Must have an understanding of investments and the principles associated with analyzing mutual funds and their appropriateness in retirement plans.

  • The ability to comprehend legal and federal regulatory documents needed.

Job Requirements

Job Snapshot

Employment Type Full-Time
Job Type Accounting
Education 4 Year Degree
Experience Not Specified
Manages Others No
Relocation No
Industry Banking - Financial Services
Required Travel Not Specified
Job ID 184542BRCBP
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Vested Interest Relationship Manager

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