Fiduciary Advisor III

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.

About the role

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you may be based in Cleveland, OH; Cincinnati, OH; or Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Possesses a high degree of knowledge regarding types of trusts and how they operate both individually and together 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.

Responsibilities

• 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 and introduces planning concepts to meet client needs for assigned accounts.
• Prepares and presents appropriate analysis and recommendations for senior management or committee review.
• Escalates problems to senior management as appropriate.

Requirements

• 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 business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework.

Qualifications

• Preferred Skills: Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments.
• Competencies: Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving, Value Selling.
• Work Experience: Typically requires a university/college degree with 5+ 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.
• Education: Bachelor's degree.

Pay

Base Salary: $112,000.00 – $228,800.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with payment based upon company, business, and/or individual performance.

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.
• Paid time off, including:
• 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.