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 customer experience, fostering an inclusive culture where all employees feel respected and valued. As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Palm Beach, FL. PNC is an in‑office company that supports employees to thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to 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 plans or documents where PNC serves as trustee, guardian or agent. Administers complex fiduciary accounts and sensitive high‑profile relationships. Ensures compliance with all legal, fiduciary regulations, policies and procedures, and possesses an in‑depth understanding of how types of trusts operate individually and together to benefit clients. Delivers the full breadth of the fiduciary platform to grow the fiduciary business and assure a high level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure. Handles risk management and resolves 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 premises as needed. Customizes customer communications or presentations to provide fiduciary advice. Introduces planning concepts to meet client needs for assigned accounts. 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 serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. PNC Employees take pride in our reputation and, to continue building upon that, we expect our employees to be: 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 their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role. Listed below are skills, competencies, work experience, education, and required certifications/licensures 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 Regulatory Environment – Financial Services Value Selling Work Experience Roles at this level typically require a university or college degree. Higher level education such as a Master’s degree, PhD, or certifications is 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 Bachelor’s 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. Depending on your eligibility, options for full‑time employees include 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; a robust wellness program with financial incentives. Additionally, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; nine occasional absence days each year, unless otherwise required by law; and 15 to 25 vacation days each year, depending on career level; and years of service. 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), 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 LRP Media Group