Senior Fiduciary Advisor — Private Wealth & Trust Leader

PNC; Baltimore (MD); On-site; USD 123,000 - 229,000; 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 within its Private Bank, based in Baltimore, MD. The role focuses on fiduciary decision-making, complex accounts, and compliance with fiduciary regulations while delivering high-touch client service.

You will work with clients, beneficiaries and gatekeepers to grow assets under management, manage risk, and present fiduciary planning concepts. A university degree and 8+ years' relevant experience are expected.

Qualifications

• University degree required; Industry relevant experience typically 8+ years.
• Certifications often required; compliance with fiduciary regulations expected.
• Experience with fiduciary accounts, trust operations, and client relations is essential.

Responsibilities

• Engages in fiduciary decision-making by executing terms of plans/documents where PNC serves as trustee, guardian, or agent.
• Delivers the fiduciary platform to grow the business and ensure high client experience.
• Manages risk and resolves legal/compliance issues for assigned accounts; communicates with clients and escalates concerns.
• Maintains and grows assets under management by working with clients, beneficiaries, and gatekeepers.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelors

Job description

PNC is seeking a Senior Fiduciary Advisor within its Private Bank, based in Baltimore, MD. The role focuses on fiduciary decision-making, complex accounts, and compliance with fiduciary regulations while delivering high-touch client service.

You will work with clients, beneficiaries and gatekeepers to grow assets under management, manage risk, and present fiduciary planning concepts. A university degree and 8+ years' relevant experience are expected.