Senior Fiduciary Advisor, Private Wealth

PNC Financial Services; Florida; Vor Ort; USD 140.000 - 190.000; Vollzeit

Benefits dieser Stelle

Medical/prescription coverage

Dental coverage

Vision coverage

Life insurance

Disability protection

401(k) with match

Pension and stock purchase plans

Educational assistance

Wellness program

Paid holidays

Vacation days

Parental leave

Back-up child/elder care

Zusammenfassung

PNC Financial Services in Palm Beach, FL is seeking a Senior Fiduciary Advisor within Private Bank to serve complex trust and fiduciary relationships. Based in Palm Beach, you will manage court accounts, advise clients and coordinate with teams to deliver comprehensive fiduciary services.

The role requires 8+ years of experience, a Bachelor's degree, and strong knowledge of fiduciary regulations. You will lead discussions, assess risks, and present planning concepts to clients and senior

Qualifikationen

• 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.

Aufgaben

• Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and sensitive high-profile relationships. Ensures compliance with all legal and fiduciary regulations, policies and procedures. Possesses an in-depth understanding of how types of trusts operate individually and together to or for the benefit of clients in family relationships.
• Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure.
• Handles risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients, solves problems and escalates anticipated or known client issues/concerns.
• Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises as needed.
• Customizes customer communications or presentations to provide fiduciary advice. Introduces planning concepts to meet client needs for assigned accounts. Leads colleagues in completing analysis and recommendations for senior management or committee review. Serves as a subject matter resource for the fiduciary team and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership.

Kenntnisse

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Ausbildung

Bachelor's

Jobbeschreibung

PNC Financial Services in Palm Beach, FL is seeking a Senior Fiduciary Advisor within Private Bank to serve complex trust and fiduciary relationships. Based in Palm Beach, you will manage court accounts, advise clients and coordinate with teams to deliver comprehensive fiduciary services.

The role requires 8+ years of experience, a Bachelor's degree, and strong knowledge of fiduciary regulations. You will lead discussions, assess risks, and present planning concepts to clients and senior