Fiduciary Advisor III

Fairygodboss; Cleveland (OH); On-site; USD 112,000 - 229,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) with match

Paid time off

Job summary

PNC is seeking a Fiduciary Advisor Sr in its Private Bank to manage complex fiduciary accounts, deliver comprehensive fiduciary services, and enhance client experience. The role may be based in Cleveland, OH; Cincinnati, OH; or Philadelphia, PA, with an in-office work model and emphasis on risk management and regulatory compliance.

Successful candidates typically have 5+ years of relevant experience, a Bachelor's degree, and certifications as applicable.

Qualifications

• Knowledge of fiduciary law, regulations and best practices.
• Experience managing complex trust and fiduciary accounts.
• Ability to tailor fiduciary advice to client needs and goals.
• Strong analytical and communication skills for senior management reviews.

Responsibilities

• Engages in fiduciary decision-making and administers complex accounts per documents and law.
• Delivers fiduciary services and grows the fiduciary business while ensuring client experience.
• Handles risk management, resolves legal/compliance issues, and communicates with clients.
• Maintains assets under management and meets with clients as needed.
• Prepares analysis and recommendations for senior management and committees.

Skills

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

Value Selling

Education

Bachelors

Job description

Job Profile

Position Overview

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. 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. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• 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. 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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• 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 their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

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, Value Selling

Work Experience

Roles at this level typically require 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

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $112,000.00 - $228,800.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 08/03/2026, although it may be longer with business discretion.

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.
• 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.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. 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. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

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), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.