Fiduciary Advisor II

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Fiduciary Advisor II within PNC’s Private Bank organization, you will be based in Cleveland, OH or Cincinnati, OH. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. 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. Supports or administers complex fiduciary accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. May manage a diverse book of business with varying account types. Delivers the full breadth of the fiduciary platform in order 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/concerns. Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premise as needed. Customizes customer communications or presentations to provide fiduciary advice and introduces planning concepts to meet client needs for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications / licenses needed to be successful in this position. 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, Value Selling Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered. Education Bachelor’s degree (required) Certifications None required Licenses None required Pay Transparency Base Salary: $75,000.00 – $125,000.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Benefits Medical / prescription drug coverage (with a Health Savings Account feature) Dental and vision options 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, including select programs fully paid Robust wellness program with financial incentives Maternity and/or parental leave Up to 11 paid holidays each year 9 occasional absence days each year, unless otherwise required by law 15 to 25 vacation days each year, depending on career level and years of service 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. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call View phone number on click.appcast.io and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) Statement 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), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr PNC Financial Services Group, Inc.