Fiduciary Market Manager - PNC Private Bank

PNC; Philadelphia (Philadelphia County); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive medical coverage

Dental and vision insurance

Retirement plans

Paid time off

Educational assistance

Job summary

A financial institution in Philadelphia is seeking a Fiduciary Market Manager to oversee fiduciary functions, develop business strategies, and ensure compliance with legal regulations. The ideal candidate will have at least 8 years of experience in the industry, including 5 years in management, and possess strong decision-making skills. This position offers a comprehensive benefits package and requires a bachelor's degree or equivalent experience.

Qualifications

• 8+ years of industry experience.
• Minimum 5 years of management experience.
• In lieu of a degree, a comparable combination of education and experience may be considered.

Responsibilities

• Direct fiduciary function and ensure compliance with regulations.
• Develop strategies to grow fiduciary business and enhance client experience.
• Manage and coach Fiduciary Advisors and supporting staff.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor’s degree

Higher level education (Masters, PhD)

Job description

Overview

Fiduciary Market Manager within PNC's Private Bank. Based in the Philadelphia region. The position is primarily based in a PNC location. Responsibilities may require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely at the manager’s discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Responsibilities

• Directs and oversees the fiduciary function, including critical measurements of the assigned market or group. Supports the overall mission and vision of the business. Ensures consistent execution of fiduciary activities within legal and fiduciary regulations, policies and procedures. May administer select fiduciary accounts.
• Develops and executes strategies to deliver 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.
• Ensures the consistent execution of fiduciary activities and collaborates with other leaders across the business to provide fiduciary solutions and actionable insight to clients.
• Contributes to and directs fiduciary solutions and oversees risk management. Reviews escalated issues and determines and monitors resolutions, including further escalation where appropriate.
• Serves as a subject matter authority for the fiduciary team and business leadership. Manages and coordinates/conducts the performance, management, hiring and coaching of Fiduciary Advisors, associates and supporting staff.

Qualifications

• Education: Bachelor’s degree; higher level education (Masters, PhD) or certifications is desirable. Industry experience typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered.
• Certifications: No Required Certification(s)
• Licenses: No Required License(s)

Preferred Skills

• Decision Making
• Finance Strategy
• Investment Management
• Legal Practices
• Real Estate Settlements
• Revenue Recognition
• Risk Assessments

Competencies

• Account Management
• Effective Communications
• Fiduciary Responsibilities
• Problem Solving
• Regulatory Environment - Financial Services
• Risk Management

Benefits

PNC offers a comprehensive range of benefits for eligible full-time employees, including medical/prescription coverage, dental and vision, life insurance, disability protection, retirement plans, dependent care, adoption/reimbursement programs, educational assistance, wellness programs, and paid time off. Benefits vary by eligibility.

Disability Accommodations

If an accommodation is required to participate in the application process, please contact [e-mail] with "accommodation request" in the subject line and include your name, job ID, and preferred contact method. All information will be kept confidential as required.

Equal Employment Opportunity

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 protected categories by law. This position is subject to FDIA, SAFE Act, and FINRA requirements where applicable.