Fiduciary Advisor Sr
| Company | PNC Financial Services |
|---|---|
| Location | Pittsburgh, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- University/college degree
- 8+ years of industry relevant experience
- Higher level education such as a Masters degree, PhD, or certifications is desirable
- Specific certifications are often required
Responsibilities
- 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
- Ensures compliance with all legal and fiduciary regulations, policies and procedures
- Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience
- Handles risk management and the resolution of legal and compliance-related issues for assigned accounts
- Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers
- Identifies other bank products and services as sales opportunities
- Cultivates a network through social contacts and community participation and develops a network of external Centers of Influence
- Customizes customer communications or presentations to provide fiduciary advice
- Leads colleagues in completing analysis and recommendations for senior management or committee review
Preferred Qualifications
- Decision Making
- Finance Strategy
- Investment Management
- Legal Practices
- Real Estate Settlements
- Revenue Recognition
- Risk Assessments