Senior Fiduciary Advisor

4 weeks ago


Lexington KY USA, United States PNC Financial Services Group Full time
Job Summary

PNC Financial Services Group is seeking a highly skilled and experienced Senior Fiduciary Advisor to join our Private Bank organization in Lexington, KY. As a Senior Fiduciary Advisor, you will be responsible for engaging in fiduciary decision-making, administering complex fiduciary accounts, and ensuring compliance with legal and regulatory requirements.

Key Responsibilities
  • Execute the terms of any plan or document in which PNC serves as trustee, guardian, or agent.
  • Administer the most complex fiduciary accounts and sensitive high-profile relationships.
  • Ensure compliance with all legal and fiduciary regulations, policies, and procedures.
  • Deliver the full breadth of the fiduciary platform to grow the fiduciary business and assure the highest level of client experience.
  • Handle risk management and the resolution of legal and compliance-related issues for assigned accounts.
  • Maintain and grow assets under management by working with clients, beneficiaries, and gatekeepers.
  • Communicate with clients, solve problems, and escalate anticipated or known client issues/concerns.

Requirements
  • University/college degree required; higher level education desirable.
  • Industry relevant experience typically 8+ years.
  • Specific certifications often required.

What We Offer

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, 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, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.

Equal Employment Opportunity

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.

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