Fiduciary Advisor Senior

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.

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

Requirements

Fiduciary experience with revocable and irrevocable trusts; Account Management; Accuracy and Attention to Detail; Effective Communications; Fiduciary Responsibilities; Problem Solving; Regulatory Environment - Financial Services; Value Selling; University/college degree; Industry relevant experience typically 8+ years; Bachelors

Nice to have

Legal background would be beneficial (JD is not required); CTFA designation or CFP would be beneficial; Decision Making; Finance Strategy; Investment Management; Legal Practices; Real Estate Settlements; Revenue Recognition; Risk Assessments; Higher level education such as Masters degree, PhD, or certifications is desirable

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; between 15 to 25 vacation days each year, depending on career level; years of service