Fiduciary Advisor III

PNC Bank•Cleveland, OH

4d•Onsite

About The Position

As a Fiduciary Advisor III in PNC's Private Bank organization, the role is based in Cleveland or Cincinnati, Ohio. PNC operates as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The role executes fiduciary decisions under plans and documents for which PNC serves as trustee, guardian, or agent. It administers complex fiduciary accounts, ensuring compliance with legal and fiduciary requirements, policies, and procedures. The advisor applies knowledge of trusts and how they operate individually and in combination to support clients and their families. The position delivers PNC's fiduciary platform to grow the business and provide a high level of client service. The advisor manages assigned accounts according to governing documents, state law, and PNC policy; addresses risk and legal or compliance issues; communicates with clients and resolves or escalates concerns; and works with clients, beneficiaries, and gatekeepers to maintain and grow assets under management. The role includes meeting clients on or off bank premises as needed, tailoring communications and presentations, introducing planning concepts, and preparing analyses and recommendations for senior management or committee review. Problems are escalated to senior management as appropriate. Candidates are expected to demonstrate customer focus and effective risk management consistent with PNC's Enterprise Risk Management Framework. The position typically requires a bachelor's degree and 5 or more years of industry-relevant experience, though a comparable combination of education, job-specific certifications, and experience may be considered in place of a degree. No specific certification or license is required. The role is incentive eligible, with incentive payments based on company, business, and/or individual performance.

Requirements

Typically requires a bachelor's degree; a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
Typically requires 5 or more years of industry-relevant experience.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Demonstrate customer focus by aligning business decisions and customized solutions with customer needs and satisfaction.
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

Preferred skills: decision making, finance strategy, investment management, legal practices, real estate settlements, revenue recognition, and risk assessments.
Competencies: account management, accuracy and attention to detail, effective communications, fiduciary responsibilities, problem solving, and value selling.

Responsibilities

Execute fiduciary decisions according to plans and documents for which PNC serves as trustee, guardian, or agent.
Administer complex fiduciary accounts in compliance with governing documents, state law, legal and fiduciary regulations, policies, and procedures.
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 client communications and presentations, provide fiduciary advice, and introduce planning concepts suited to client needs.
Prepare and present analyses 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 provide a high level of client experience.

Benefits

Medical and 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 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.