Fiduciary Advisor Sr

About the role

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. The Fiduciary Advisor Sr role is based in Pittsburgh, PA.

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.
• 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.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
• 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, Regulatory Environment - Financial Services, Value Selling
• Work Experience: 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.
• Education: Bachelors
• Certifications: No Required Certification(s)
• Licenses: No Required License(s)

Benefits

PNC offers a comprehensive range of benefits to 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. In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA).