Senior Fiduciary Advisor, Private Wealth (In-Office)

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

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Life insurance

Educational assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Fiduciary Advisor Sr in the Private Bank to lead complex fiduciary accounts and deliver superior client experiences across Cleveland, Canton or Akron.

You will manage risk, ensure regulatory compliance and grow assets by advising families and beneficiaries with sophisticated trusts and plans. The role requires 8+ years of industry experience, a university degree, and strong communication skills.

Qualifications

• Roles at this level typically require a university/college degree; higher level education is desirable.
• Industry experience and certifications may be considered in lieu of a degree.

Responsibilities

• Engages in fiduciary decision-making and administers complex fiduciary accounts.
• Ensures compliance with legal and fiduciary regulations and policies.
• Delivers breadth of fiduciary platform to grow business and client experience.
• Handles risk management and resolves legal and compliance issues for accounts.
• Communicates with clients and escalates issues as needed.
• Maintains and grows assets under management and meets with clients as required.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Account Management

Accuracy and Attention to Detail

Effective Communications

Fiduciary Responsibilities

Problem Solving

Regulatory Environment - Financial

Value Selling

Education

Bachelor's degree

Masters/PhD desirable

Job description

PNC Financial Services Group, Inc. is seeking a Fiduciary Advisor Sr in the Private Bank to lead complex fiduciary accounts and deliver superior client experiences across Cleveland, Canton or Akron.

You will manage risk, ensure regulatory compliance and grow assets by advising families and beneficiaries with sophisticated trusts and plans. The role requires 8+ years of industry experience, a university degree, and strong communication skills.