PNC · 1 week ago
Fiduciary Advisor Sr
TX - Houston (77056)
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expPNC is a leading financial services company, and they are seeking a Senior Fiduciary Advisor to join their Private Bank organization. The role involves engaging in fiduciary decision-making, administering complex fiduciary accounts, and ensuring compliance with legal regulations while delivering a high level of client experience.
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
Required
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
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
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
Roles at this level typically require a university / college degree
Higher level education such as a Masters degree, PhD, or certifications is desirable
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
Preferred
Decision Making
Finance Strategy
Investment Management
Legal Practices
Real Estate Settlements
Revenue Recognition
Risk Assessments
Account Management
Accuracy and Attention to Detail
Effective Communications
Fiduciary Responsibilities
Problem Solving
Regulatory Environment - Financial Services
Value Selling
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
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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