Pnc Work Values

Daily Duties at Pnc:

Vice President, Institutional Investments - Market 401(k) services, mutual funds/ETFs and separately managed accounts (mandates $5 million+) directly to employers, endowments and foundations. at WELLS FARGO March 2004 - July 2010 Vice President, Retirement Services - Sold mutual funds, 401(k) programs and fiduciary solutions through product and distribution partners (e.g. financial consultants, commercial bankers, etc.). - Placed #1 in revenue in 2008 for intermediary-sold institutional retirement plans. - Rated “exemplary” by senior leadership team for overall performance. - Recognized as 2006’s Retirement Director of the Year (production-based award). at MORGAN STANLEY SMITH BARNEY April 11997 - April 199; April 2000 - July 2001; March 2003 - March 2004 Vice President, Retirement Services - Transformed the territory from a 9th place ranking to 3rd place in under two years. - Captured $170 million in defined contribution assets (plans $1 million - $50 million). - Attained top quartile sales results and behavioral metrics (e.g. 20% under budget). - Improved the velocity of proposal production by 20% and prospect-to-close ratio to 4:1. at CIGNA April 1987 - April 1997 Senior Account Executive, Retirement Services - Deployed a strategic business plan leading to 25% growth in client-facing engagements (e.g. public seminars). - Raised $250 million in 401(k) and defined benefit assets (plans over $5 million). - Expanded network of distribution partners (benefit consultants, etc.) three-fold. Associate Director, National Sales Desk – Retirement Products - Consummated guaranteed interest contracts and synthetics (mean placement of $10 million). - Actively participated in team-selling and board presentations. - Conceptualized and negotiated affinity and sub-advisory agreements.

What they like about Pnc:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

401(k), wholesaler, institutional investments, defined contribution, DC sales, institutional sales

Skills

FINRA Series 7, 63 and 65, Accredited Investment Fiduciary (AIF), Chartered Retirement Planning Counselor (CRPC)

These are some of the questions we asked our climbers about their experiences with Pnc: