Senior Fiduciary Advisor, Private Banking

PNC; Cleveland (OH); On-site; USD 112,000 - 208,000; Full time

Benefits offered by this job

401(k) matching

Comprehensive benefits

Paid time off

Job summary

PNC is seeking a Fiduciary Advisor Senior in the Private Bank division. The role is based in Cleveland, Canton, or Akron, OH, and involves fiduciary decision-making, client relationship management, and risk oversight to protect and grow assets under management.

The position emphasizes in-office collaboration, adherence to regulatory requirements, and delivering the full fiduciary platform to clients and high-profile accounts.

Qualifications

• Bachelor's degree required; higher education like a Masters, PhD, or certifications desirable.
• Industry experience 8+ years typical; certifications often required.

Responsibilities

• Engages in fiduciary decision-making by executing plan or document terms where PNC serves as trustee or agent.
• Delivers fiduciary platform breadth to grow the fiduciary business and manage accounts.
• Handles risk management and resolves legal/compliance issues for assigned accounts.
• Maintains and grows assets under management by meeting with clients and beneficiaries.
• Provides fiduciary advice and presents analyses to senior management or committees.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor's degree

Job description

PNC is seeking a Fiduciary Advisor Senior in the Private Bank division. The role is based in Cleveland, Canton, or Akron, OH, and involves fiduciary decision-making, client relationship management, and risk oversight to protect and grow assets under management.

The position emphasizes in-office collaboration, adherence to regulatory requirements, and delivering the full fiduciary platform to clients and high-profile accounts.