Senior Fiduciary Advisor - Private Bank

Job ID: R234702 | Location: Philadelphia, PA | In-office position | No visa sponsorship or STEM OPT participation

About the role

As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will engage in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian, or agent. You will administer the most complex fiduciary accounts and sensitive high-profile relationships, ensure compliance with all legal and fiduciary regulations, policies, and procedures, and possess an in-depth understanding of how types of trusts operate individually and together for the benefit of clients in family relationships. You will deliver the full breadth of the fiduciary platform 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
• 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

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
• 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. 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 required

Certifications & Licenses

No required certifications or licenses specified

Language Assessments

No required or preferred language assessments

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
• 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
• Years of service recognition

For more details on these and other programs, including benefits for full-time and part-time employees, visit pncthrive.com.