Senior Estate Settlement Advisor - Private Bank

PNC Financial Services Group, Inc.; Springfield (IL); On-site; USD 80,000 - 198,375; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension and stock purchase plans

Job summary

PNC Financial Services Group, Inc. is seeking an experienced Senior Estate Settlement Advisor for its Private Bank. This role focuses on fiduciary decision-making, executing terms of wills and trusts, and managing complex estate administrations in a high-sophistication book of business.

The position involves coordination of tax filings, court requirements, and collaboration with Centers of Influence. A strong background in fiduciary law, real estate settlements, and risk assessment is preferred,

Qualifications

• Bachelor's degree required for consideration.
• Experience in fiduciary or estate settlement contexts preferred.
• Strong analytical and communication skills essential.

Responsibilities

• Engages in fiduciary decision-making and executes terms of wills or trusts where PNC serves as executor or trustee.
• Manages complex estate administration, including assets, liquidity, and beneficiary conflicts.
• Coordinates tax filings and court-related administrative tasks for estates.
• Provides fiduciary guidance and relationships management within Private Bank.
• Identifies and pursues opportunities to support business retention and growth.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor's degree

Job description

## Senior Estate Settlement Advisor - Private BankApplylocations: IL - Springfield (62704): Houston Plaza (TX334): Bloomingdale Financial Center (FL474): Plaza Building Indianapolis (IN001)time type: Full timeposted on: Posted 8 Days Agojob requisition id: R222087# **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 Senior Estate Settlement Advisor within PNC's Private Bank organization, you will be based in Springfield, IL, Bloomington, IL, Indianapolis, IN, or Houston, TX.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 will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships.* Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. Supports the estate settlement business both internally and with Centers of Influence.* Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities.* Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts.* Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors.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, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services## **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**Bachelors## **Certifications**No Required Certification(s)## **Licenses**No Required License(s)# **Pay Transparency**Base Salary: $80,000.00 – $198,375.00Salaries 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 05/11/2026, 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.