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PNC · 1 day ago

Fiduciary Advisor Sr. - PNC Private Bank

PA - Pittsburgh (15222)

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

PNC is a leading financial services institution, and they are seeking a Senior Fiduciary Advisor to join their Private Bank organization. This role will be responsible for managing complex fiduciary accounts and ensuring compliance with legal regulations while delivering exceptional client service in the Pittsburgh and Erie markets.

BankingFinanceFinancial Services

No H1B

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

Qualification

Fiduciary experienceLegal backgroundCTFA designationFinance StrategyInvestment ManagementRisk AssessmentsAccount ManagementFiduciary ResponsibilitiesRegulatory EnvironmentValue SellingDecision MakingEffective CommunicationsProblem SolvingAttention to Detail

Required

Fiduciary experience with revocable and irrevocable trusts

Legal background would be beneficial (JD is not required)

CTFA designation or CFP would be beneficial

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

Bachelors