Senior Closely Held Business Advisor – Private Wealth

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); Hybrid; USD 91,000 - 203,000; Full time

Benefits offered by this job

Medical and dental coverage

Vision coverage

401(k) with match

Pension plan

Stock purchase plan

Paid time off and holidays

Job summary

PNC Financial Services Group, Inc. is seeking a Closely Held Business Advisor III within the Private Bank to evaluate assets, coordinate fiduciary reviews, and guide complex fiduciary decisions.

The role involves working with sales and fiduciary teams to assess asset acceptance and administer closely-held investments. The position emphasizes leadership development, collaboration, and deep knowledge of corporate documents and fiduciary responsibilities.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• 5+ years of industry experience is typically required; certifications may be needed.
• In lieu of a degree, a comparable combination of education, certs, and experience may be considered.

Responsibilities

• Make business decisions regarding new closely-held assets and evaluate asset acceptance.
• Coordinate and operate committee presentations for asset administration or disposition reviews.
• Collaborate with sales and fiduciary teams to support asset acquisition and reporting.
• Perform fiduciary reviews and make investment/fiduciary recommendations for committee meetings.
• Provide compliance-based reporting for assets flagged as exceptions.

Skills

Estate planning

Fiduciary admin

Operating agreements

Private equity

Financial analysis

Mentoring/leadership

Communication

Education

J.D. degree

LL.M.

Bachelor’s in Accounting or Finance

Job description

PNC Financial Services Group, Inc. is seeking a Closely Held Business Advisor III within the Private Bank to evaluate assets, coordinate fiduciary reviews, and guide complex fiduciary decisions.

The role involves working with sales and fiduciary teams to assess asset acceptance and administer closely-held investments. The position emphasizes leadership development, collaboration, and deep knowledge of corporate documents and fiduciary responsibilities.