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PNC · 1 week ago

Fiduciary Advisor Sr

PA - Wayne (19087)

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

PNC is a financial services company that emphasizes an inclusive workplace culture. The Senior Fiduciary Advisor will engage in fiduciary decision-making, administer complex fiduciary accounts, and deliver a high level of client experience while ensuring compliance with legal and fiduciary regulations.

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 ResponsibilitiesRisk AssessmentsInvestment ManagementLegal PracticesAccount ManagementAccuracyFinance StrategyRegulatory Environment - Financial ServicesValue SellingEffective CommunicationsProblem SolvingAttention to Detail

Required

University / college degree

8+ years of industry relevant experience

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