Fiduciary Advisor III

PNC Bank•Pittsburgh, PA

5d•Onsite

About The Position

As a Fiduciary Advisor III in PNC's Private Bank organization, based in Pittsburgh, Pennsylvania, you will administer complex fiduciary accounts and execute the terms of plans and documents for which PNC serves as trustee, guardian, or agent. You will ensure compliance with applicable laws, regulations, policies, and procedures, and apply knowledge of trusts and their use within family relationships. The role delivers PNC's fiduciary platform to grow the fiduciary business and provide a high level of client experience. PNC describes this as an in-office position. Employment visa sponsorship and STEM OPT participation are not available for this role. The position requires a university or college degree and typically at least five years of industry-relevant experience. In lieu of a degree, PNC may consider a comparable combination of education, job-specific certifications, and experience, including military service. No specific certification or license is required. Preferred skills include decision-making, finance strategy, investment management, legal practices, real estate settlements, revenue recognition, and risk assessments. Relevant competencies include account management, accuracy and attention to detail, effective communications, fiduciary responsibilities, problem solving, and value selling.

Requirements

Typically requires a university or college degree and at least 5 years of industry-relevant experience.
A comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
Demonstrate knowledge, skills, and abilities appropriate to the role.
Demonstrate customer focus and the ability to create customized customer solutions.
Manage business risks in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

Decision making
Finance strategy
Investment management
Legal practices
Real estate settlements
Revenue recognition
Risk assessments
Account management
Accuracy and attention to detail
Effective communications
Fiduciary responsibilities
Problem solving
Value selling

Responsibilities

Administer assigned fiduciary accounts in accordance with governing documents, state law, and applicable policies and procedures.
Execute the terms of plans and documents for which PNC serves as trustee, guardian, or agent.
Manage risk and resolve legal and compliance-related issues for assigned accounts.
Communicate with clients, solve problems, and escalate anticipated or known client issues and concerns.
Maintain and grow assets under management by working with clients, beneficiaries, and gatekeepers.
Meet with clients on or off bank premises as needed.
Customize customer communications and presentations to provide fiduciary advice and introduce planning concepts for assigned accounts.
Prepare and present analysis and recommendations for senior management or committee review.
Escalate problems to senior management as appropriate.
Deliver PNC's fiduciary platform to grow the fiduciary business and support a high level of client experience.
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including 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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child and elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select fully paid programs
Wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level and years of service