Fiduciary Advisor Sr

PNC•Cleveland, OH

10d•$112,000 - $208,000•Onsite

About The Position

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.

Requirements

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.
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Account Management
Accuracy and Attention to Detail
Effective Communications
Fiduciary Responsibilities
Problem Solving
Regulatory Environment - Financial Services
Value Selling

Nice To Haves

Higher level education such as a Masters degree, PhD, or certifications is desirable.
Decision Making
Finance Strategy
Investment Management
Legal Practices
Real Estate Settlements
Revenue Recognition
Risk Assessments

Responsibilities

Executing the terms of any plan or document in which PNC serves as trustee, guardian or agent.
Administering the most complex fiduciary accounts and sensitive high-profile relationships.
Ensuring compliance with all legal and fiduciary regulations, policies and procedures.
Administering assigned accounts in accordance with documents, state law, policy and procedure.
Handling risk management and the resolution of legal and compliance-related issues for assigned accounts.
Communicating with clients, solving problems and escalating anticipated or known client issues/concerns.
Maintaining and growing assets under management by working with clients, beneficiaries and gatekeepers.
Meeting with clients both on and off bank premises as needed.
Customizing customer communications or presentations to provide fiduciary advice.
Introducing planning concepts to meet client needs for assigned accounts.
Leading colleagues in completing analysis and recommendations for senior management or committee review.
Serving as a subject matter resource for the fiduciary team and market leadership.
Serving as a point of escalation for problem resolution and standing as a proxy for fiduciary leadership.

Benefits

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
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