Senior Fiduciary Advisor, Private Wealth

PNC; Philadelphia (Philadelphia County); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Paid time off

Job summary

PNC is seeking a Senior Fiduciary Advisor for its Private Bank in Philadelphia, PA. You will engage in fiduciary decision-making, administer complex accounts, and ensure compliance with regulations.

You will grow the fiduciary business by delivering the full platform, meeting clients in person or off-site, and collaborating with colleagues. A Bachelor's degree and 8+ years of experience are typical prerequisites.

Qualifications

• Bachelor's degree required; advanced degrees/certifications desirable.
• Extensive fiduciary experience (8+ years) in financial services.
• Ability to manage complex fiduciary accounts and regulatory compliance.

Responsibilities

• Engage in fiduciary decision-making and administer complex trust accounts.
• Deliver full fiduciary platform to grow business and ensure client experience.
• Manage risk and resolve compliance-related issues for assigned accounts.

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 Senior Fiduciary Advisor for its Private Bank in Philadelphia, PA. You will engage in fiduciary decision-making, administer complex accounts, and ensure compliance with regulations.

You will grow the fiduciary business by delivering the full platform, meeting clients in person or off-site, and collaborating with colleagues. A Bachelor's degree and 8+ years of experience are typical prerequisites.