Retirement Plan Education Consultant

Position Overview

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.

As an Retirement Plan Education Consultant within the PNC's Institutional Asset Management organization, you will be based in Phoenix, AZ or Denver, CO.

The Retirement Plan Education Consultant works with our clients to design and deliver customized employee education campaigns for their employees. Retirement Plan Consulting is part of a market team working with a dedicated group of defined contribution plan clients within their market / region. Ideal candidates will be proficient in delivering both retirement and financial wellness education in both a virtual and on-site settings. Travel throughout the West Region is required for this role (approximately 30% of the time).

Highly preferred:
Bilingual in SpanishPNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Responsible for the design and delivery of employee education seminars or campaigns for a business segment's most complex and high profile clients/prospects and their constituents. Responsible for education for one or multiple books of business. Coaches and trains team members.
• Works with client contacts to schedule, create materials, and conduct education seminars, either on site or virtually, for employees of very complex and high profile clients/prospects of a specific business segment. Functions in a sales support role to explain to prospects the education services offered. Contributes to supporting other virtual sales events as needed.
• Develops/modifies education materials and schedule based on business segment and/or client needs.
• Creates and documents annual communication plans based on business segment and/or client needs, including all support materials, media and content. Provide tools to help customize annual plans including, but not limited to, participant surveys, utilization reports, and other data.
• Responsible for keeping business segment leadership and service team informed of education services via meeting reports and attending client review meetings as necessary. Works with internal/external partners to update materials as needed.

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 PNC's 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

Content Curation, Digital Marketing, Employee Coaching, Facilitation, Market Research, Technical Communication, Training Programs, Workforce Planning

Competencies

Addressing Customer Needs, Communicating Complex Concepts, Financial Analysis, Financial Services Industry, Industry Knowledge, Investments, Partnering for Clients' Success, Regulatory Environment - Financial Services, Retirement Programs, Selling.

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. 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: $55,000.00 – $105,800.00Salaries 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 07/03/2025, 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 Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [email protected]. 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)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.