Retirement Plan Education Consultant

Overview

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Position overview : As an Retirement Plan Education Consultant within 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. Travel throughout the West Region is required for this role (approximately 30% of the time). Ideal candidates will be proficient in delivering both retirement and financial wellness education in both a virtual and on-site settings.

Bilingual in Spanish is highly preferred. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Responsibilities

• Design and deliver employee education seminars or campaigns for a business segment's most complex and high-profile clients / prospects and their constituents. Educate for one or multiple books of business. Coach and train team members.
• Coordinate 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. Function in a sales support role to explain education services offered. Support other virtual sales events as needed.
• Develop and modify education materials and schedules based on business segment and / or client needs.
• Create and document annual communication plans, including all materials, media, and content. Provide tools to customize annual plans (e.g., participant surveys, utilization reports, and other data).
• Keep business segment leadership and the service team informed of education services via meeting reports and client reviews as necessary. Work with internal / external partners to update materials as needed.

PNC Employees take pride in our reputation and we expect our employees to be :

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 – $105,800.00. 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 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 eligibility, options for full-time employees include medical / prescription drug coverage, dental and vision options; life insurance; disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement; back-up child / elder care; educational assistance; and a wellness program with financial incentives. Paid time off includes holidays, leave, vacation, and other eligibility-based benefits. For full details, visit Your PNC Total Rewards.

Disability Accommodations

If an accommodation is required to participate in the application process, please contact AccommodationRequest@pnc.com with the subject line "accommodation request" and include your name, job ID, and preferred contact method. You may also call 877-968-7762 for accommodation assistance. All information will be kept confidential as required.

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 applicable regulatory requirements.

California Residents

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

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