Senior Fiduciary Advisor — Wealth & Trust Strategy

PNC Financial Services Group, Inc.; Maryland; On-site; USD 123,000 - 229,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Senior Fiduciary Advisor in Baltimore, MD to manage complex fiduciary accounts and high-profile relationships.

The role emphasizes fiduciary decision-making, regulatory compliance, and delivering the full fiduciary platform to grow client assets and experience. This in-office position requires a strong knowledge of trusts and related regulations, and involves engagement with clients, gatekeepers, and senior management in a fast-paced private bank

Qualifications

• Knowledge of fiduciary law and regulatory requirements.
• Experience with complex trust administration and client relationships.
• Ability to present fiduciary concepts clearly to clients.

Responsibilities

• Execute fiduciary terms as trustee, guardian or agent.
• Administer complex fiduciary accounts and sensitive relationships.
• Ensure compliance with fiduciary regulations, policies and procedures.
• Grow fiduciary business and maintain high client experience.
• Lead analysis and recommendations for senior management.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. is seeking a Senior Fiduciary Advisor in Baltimore, MD to manage complex fiduciary accounts and high-profile relationships.

The role emphasizes fiduciary decision-making, regulatory compliance, and delivering the full fiduciary platform to grow client assets and experience. This in-office position requires a strong knowledge of trusts and related regulations, and involves engagement with clients, gatekeepers, and senior management in a fast-paced private bank