Director of Family Wealth and Fiduciary Services

First National Bank Of PennsylvaniaPittsburgh, PA
35dOnsite

About The Position

The position is responsible for overseeing and expanding the firm’s fiduciary, estate, and family wealth advisory services. This position leads a multidisciplinary team that delivers comprehensive wealth strategies to high‑net‑worth and ultra‑high‑net‑worth families, including trust administration, estate planning guidance, family governance, and complex wealth‑transfer solutions. The director ensures exceptional client experience, maintains fiduciary compliance, and partners closely with senior leadership to drive business growth.

Requirements

  • JD
  • 15 years of Job Related Experience
  • Excellent communication skills, both written and verbal
  • Excellent customer service skills
  • Excellent management skills
  • Excellent organizational, analytical and interpersonal skills
  • Detail-oriented
  • Ability to work and multi-task in a fast paced environment
  • MS Word - Intermediate Level
  • MS Excel - Intermediate Level
  • Ability to interpret and manage complex trusts and support the market teams on providing recommendations to clients and prospects for wealth preservation and wealth transfer
  • JD or a combination of education and relevant experience in the wealth management industry (CFA, CFP, CTFA) may be considered

Responsibilities

  • Develop and execute the strategic vision for the Family Wealth and Fiduciary Services group.
  • Partner with investment, tax, and legal professionals to ensure interdisciplinary planning for clients.
  • Oversee the administration of personal trusts, estates, investment agency accounts, foundations, and other fiduciary structures.
  • Ensure adherence to fiduciary standards, applicable laws, internal policies, and regulatory requirements.
  • Collaborate with internal partners—wealth advisors, bankers, investment teams—to develop integrated client solutions.
  • Performs other related duties and projects as assigned.
  • All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
  • F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

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What This Job Offers

Job Type

Full-time

Career Level

Director

Education Level

Ph.D. or professional degree

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