Fiduciary Advisor Sr

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. This role, Fiduciary Advisor Sr, is within PNC’s Private Bank organization and is based in Palm Beach, FL. Job Description Engages in fiduciary decision‑making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and sensitive high‑profile relationships, ensuring compliance with all legal and fiduciary regulations, policies and procedures. Delivers the full breadth of the fiduciary platform to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure. Handles risk management and the resolution of legal and compliance‑related issues for assigned accounts; communicates with clients, solves problems and escalates anticipated or known client issues and concerns. Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers; meets with clients both on and off bank premises as needed. Customizes customer communications or presentations to provide fiduciary advice, introduces planning concepts to meet client needs for assigned accounts, and leads colleagues in completing analysis and recommendations for senior management or committee review. Serves as a subject‑matter resource for the fiduciary team and market leadership, may be a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Employee Expectations Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and able to leverage that information in creating customized customer solutions. Managing Risk – Assessing and effectively managing all of the risks associated with business objectives and activities to ensure adherence to and support of PNC’s Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. The following categories outline the required and desired qualifications. Preferred Skills Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Competencies Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment – Financial Services, Value Selling Work Experience Roles at this level typically require a university / college degree, with higher level education (master’s, PhD, or certifications) desirable. Industry‑relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical, prescription drug, dental and vision coverage; employee and spouse/child life insurance; short and long‑term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; backup child/elder care; adoption, surrogacy and doula reimbursement; educational assistance; and a robust wellness program with financial incentives. Paid time off includes maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absent days, 15‑25 vacation days (depending on career level and years of service). For more information, consult Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA) compliance. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io with “accommodation request” in the subject line and your name, the job ID, and your preferred method of contact. Applicants may also call View phone number on click.appcast.io and say “Workday.” All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations. PNC fosters an inclusive and accessible workplace and provides reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform essential functions. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain an understanding of how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr PNC