Senior Fiduciary Strategist

PNC; Louisville (KY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) with company match

Pension and stock purchase plans

Job summary

PNC is seeking a Fiduciary Advisor Sr in the Private Bank to lead complex fiduciary accounts and high-profile relationships in Louisville, KY. The role emphasizes fiduciary expertise, client service, and governance across trust platforms.

Based in-office in Louisville, the Senior role requires strong regulatory knowledge, relationship leadership, and the ability to advise on family wealth strategies while maintaining risk controls and compliance standards.

Qualifications

• University degree required; 8+ years of relevant experience preferred.
• Certifications/licensures as applicable; in lieu of degree, equivalent education and experience may be considered.
• Proven fiduciary decision-making and client relationship management.

Responsibilities

• Engages in fiduciary decision-making by executing terms of plans or documents where PNC serves as trustee, guardian or agent.
• Delivers fiduciary platform breadth to grow the business and assure the highest level of client experience.
• Handles risk management and resolution of legal and compliance issues for assigned accounts; communicates with clients and escalates issues.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelors

Job description

PNC is seeking a Fiduciary Advisor Sr in the Private Bank to lead complex fiduciary accounts and high-profile relationships in Louisville, KY. The role emphasizes fiduciary expertise, client service, and governance across trust platforms.

Based in-office in Louisville, the Senior role requires strong regulatory knowledge, relationship leadership, and the ability to advise on family wealth strategies while maintaining risk controls and compliance standards.