Fiduciary Advisor Senior - PNC Private Bank

PNC • Pittsburgh, PA

1d • Onsite

About The Position

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 a Fiduciary Advisor Senior within PNC's Private Bank organization, you will be based in Pittsburgh, PA. This role will be responsible for covering the Pittsburgh market. The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal background would be beneficial (JD is not required) - CTFA designation or CFP would be beneficial PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a university / college degree.
• Industry relevant experience is typically 8+ years.
• Specific certifications are often required.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

• Fiduciary experience with revocable and irrevocable trusts
• Legal background would be beneficial (JD is not required)
• CTFA designation or CFP would be beneficial

Responsibilities

• Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent.
• Administers the most complex fiduciary accounts and sensitive high-profile relationships.
• Ensures compliance with all legal and fiduciary regulations, policies and procedures.
• Possesses an in-depth understanding of how types of trusts operate individually and together to or for the benefit of clients in family relationships.
• Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience.
• Administers assigned accounts in accordance with documents, state law, policy and procedure.
• Handles risk management and the resolution of legal and compliance-related issues for assigned accounts.
• Communicates with clients, solves problems and escalates anticipated or known client issues/concerns.
• Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers.
• Meets with clients both on and off bank premises as needed.
• Customizes customer communications or presentations to provide fiduciary advice.
• Introduces planning concepts to meet client needs for assigned accounts.
• Leads colleagues in completing analysis and recommendations for senior management or committee review.
• Serves as a subject matter resource for the fiduciary team and market leadership.
• May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership.

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 pncthrive.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees