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:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

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: