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Hawthorn Regional Investment Director

Pnc Wealth Management

  • Cleveland, OH
  • 2 days ago
  • $154,000–$286,000 Per Year

Highlights

In addition, PNC generally provides the following paid time off, depending on your eligibility: 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: 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.

Numbers & Facts

LocationCleveland, OH
IndustryFinancial Services
Salary$154,000–$286,000 Per Year
Company Size1 to 9 employees
Year Founded2009
Websitehttp://www.ajhwealth.com

Description

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.

In this role, you will support an established, high performing team of Investment Advisors across Ohio, Michigan, Illinois, Minnesota, Wisconsin, Indiana and Kentucky for PNC Private Bank Hawthorn, by collaborating with the Advisors on UHNW and Family Office clients. Success in this role requires clear communication, strong collaboration, and a shared sense of accountability to deliver the full breadth of PNC Private Bank Hawthorn’s advisory and financial services capabilities.

As Hawthorn Regional Investment Director, you will work in close partnership with advisors and clients, playing an active role in new client acquisition and deepening existing relationships to drive growth, alignment, and a differentiated client experience. This role also requires strong enterprise partnership, collaborating closely with other PNC leaders to advance shared priorities, reinforce disciplined execution, and deliver meaningful market impact.

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.

Job Description

  • May provide portfolio/platform and relationship management services to a select number of clients with large and complex account types. Manages accounts in accordance with investment objectives that have been developed with the client, incorporating PNCs investment approach, philosophy and platform. Maintains expert level knowledge of complex investment and asset management strategies.
  • Responsible for leading the growth of assets under management and the retention of clients for the market(s). Serves as a resource and proactively supports the markets acquisition of new clients and expansion of services. Participates or may lead the investment sales efforts for select large and complex investment prospects.
  • Provides leadership and direction to investment professionals.
  • Executes risk management practices through the adherence to PNCs policies and procedures. Proactively identifies, resolves or escalates risk management issues. Accountable for the execution of policies and Regulation 9 in the market(s).

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • 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 PNCs Enterprise Risk Management Framework.

Qualifications

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

Preferred Skills

Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management

Competencies

Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Portfolio Management, Risk Management, Sales Management, Value Selling

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, or PhD is desirable. Industry experience is typically 8 + years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Pay Transparency

Base Salary: $154,000.00 – $286,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 06/22/2026, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.

In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at

AccommodationRequest@pnc.com

. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

About Company

At AJH Wealth Management, we formed our firm with the desire to help individuals and families develop personalized financial strategies that can grow with them throughout life. Over the course of our many years in the financial services industry, this passion has never wavered. We are, above all, dedicated to serving our clients first, last, and always.

Over the years, we’ve witnessed a shift in the industry. Rather than focusing on a client’s personal needs, it seems that many advisors are concerned with making sales or fitting clients into a cookie-cutter strategy. However, no two people are the same, and we believe their financial and investment strategies should reflect their unique situations and individual goals.

As an independent firm, we don’t have quotas to meet or specific products to sell. Instead, we offer personalized service and develop strategies based on a client’s individual needs and goals. With the support of Kovack Securities, Inc., we have access to a wide range of investment strategies and products, as well as up-to-date research, resources, and tools.

We strive to address clients’ needs in a transparent and practical manner. We take the time to get to know each client on a personal level with the goal of building long-lasting relationships. We invite you to reach out to us and learn more about how we can work with you for the many years to come.

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