Senior Fiduciary Advisor - Private Banking Leader

Fairygodboss; Baltimore (MD); On-site; USD 123,000 - 229,000; Full time

Job summary

PNC's Private Bank seeks a Senior Fiduciary Advisor in Baltimore, MD. You will manage complex fiduciary accounts, serve as trustee or agent, ensure regulatory and fiduciary compliance, and deliver the full fiduciary platform to grow assets and client experiences.

Candidates typically have a university degree, 8+ years of relevant experience, and certifications as applicable. In-office role with strong benefits and incentive eligibility.

Qualifications

• Bachelor's degree required; higher education/desirable certifications noted.
• Experience and certifications often required; 8+ years in industry typical.
• Roles involve fiduciary responsibilities with regulatory compliance.

Responsibilities

• Engages in fiduciary decision-making and administers complex fiduciary accounts.
• Delivers fiduciary platform breadth to grow business and client experience.
• Manages risk and resolves compliance issues for assigned accounts.
• Maintains and grows assets under management with clients and beneficiaries.
• Leads and analyzes for senior management or committee review.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor's degree

Job description

PNC's Private Bank seeks a Senior Fiduciary Advisor in Baltimore, MD. You will manage complex fiduciary accounts, serve as trustee or agent, ensure regulatory and fiduciary compliance, and deliver the full fiduciary platform to grow assets and client experiences.

Candidates typically have a university degree, 8+ years of relevant experience, and certifications as applicable. In-office role with strong benefits and incentive eligibility.