Senior Estate Settlement Strategist

PNC Financial Services Group, Inc.; Cincinnati (OH); On-site; USD 112,000 - 208,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Paid time off

Pension and stock purchase plans

Job summary

PNC Financial Services Group, Inc. seeks a Senior Estate Settlement Advisor in Cincinnati, OH, within the Private Bank. The role leads complex estate settlements, serving as a fiduciary expert and coordinating related tax and legal filings.

You will manage high‑level estates, address liquidity and asset issues, and collaborate with centers of influence to drive client outcomes while aligning with regulatory requirements.

Qualifications

• Role typically requires a university/college degree; 8+ years of industry experience.
• Certifications/licensing may be required depending on role.
• Industry knowledge in fiduciary and estate settlement preferred.

Responsibilities

• Execute terms of wills and trusts where PNC serves as executor or trustee.
• Provide estate administration and relationship management for complex estates.
• Coordinate tax returns and court filings for estates and decedents.
• Support estate settlement team and fiduciary planning strategies.
• Identify retention and sales opportunities within relationships.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Account Management

Accuracy and Attention to Detail

Business Development

Effective Communications

Fiduciary Responsibilities

Problem Solving

Regulatory Environment

Selling

Education

Bachelors

Certifications No Required Certification(s)

Job description

PNC Financial Services Group, Inc. seeks a Senior Estate Settlement Advisor in Cincinnati, OH, within the Private Bank. The role leads complex estate settlements, serving as a fiduciary expert and coordinating related tax and legal filings.

You will manage high‑level estates, address liquidity and asset issues, and collaborate with centers of influence to drive client outcomes while aligning with regulatory requirements.