Senior Fiduciary Advisor
4 weeks ago
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 key member of our team, you will be responsible for delivering exceptional fiduciary services to our clients, ensuring compliance with all legal and regulatory requirements, and driving business growth through strategic planning and relationship management.
Key Responsibilities- Execute fiduciary decisions by administering complex trust accounts and sensitive high-profile relationships, ensuring compliance with all legal and regulatory requirements.
- Deliver the full breadth of the fiduciary platform to grow the fiduciary business and provide the highest level of client experience.
- Manage risk and resolve legal and compliance-related issues for assigned accounts, communicating effectively with clients and stakeholders.
- Maintain and grow assets under management by working with clients, beneficiaries, and gatekeepers, identifying opportunities for cross-selling and business development.
- Customize customer communications and presentations to provide fiduciary advice, introducing planning concepts to meet client needs and serving as a subject matter expert for the fiduciary team.
- University/college degree, with higher education such as a Master's degree or certifications desirable.
- 8+ years of industry-relevant experience, with specific certifications often required.
- Strong knowledge of fiduciary laws, regulations, and practices, with excellent communication and problem-solving skills.
PNC offers a comprehensive range of benefits to support the well-being of our employees, including medical, dental, and vision coverage, employee and spouse/child life insurance, short and long-term disability protection, and a 401(k) plan with PNC match. We also provide paid time off, including 11 paid holidays, 8 occasional absence days, and between 15 to 25 vacation days per year, depending on career level and years of service.
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Senior Fiduciary Advisor
4 weeks ago
Lexington, KY , USA, United States PNC Financial Services Group Full timeJob SummaryPNC 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...
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Senior Fiduciary Advisor
3 weeks ago
Lexington, Kentucky, United States The PNC Financial Services Group, Inc Full timeJob DescriptionAs a Senior Fiduciary Advisor within PNC's Private Bank organization, you will be based in Lexington, KY.Key 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...
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Senior Fiduciary Advisor
4 weeks ago
Lexington, Kentucky, United States PNC Financial Services Group, Inc. Full timeJob DescriptionPNC Financial Services Group, Inc. is seeking a highly skilled and experienced Fiduciary Advisor to join our Private Bank organization in Lexington, KY.Key Responsibilities:Engage in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian, or agent.Administer the most complex fiduciary...
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Senior Fiduciary Advisor
3 weeks ago
Lexington, Kentucky, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Fiduciary Services Professional to join our team. As a key member of our Private Bank organization, you will be responsible for providing exceptional fiduciary services to our clients.Key Responsibilities:Engage in fiduciary decision-making by executing the terms of any...
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Trust Officer
4 weeks ago
Lexington, North Carolina, United States Old North State Trust Full timeJob SummaryOld North State Trust is seeking a highly skilled Trust Officer or Senior Trust Officer to join our team. As a fiduciary expert, you will be responsible for the administration, management, and servicing of assigned fiduciary and investment management accounts.The ideal candidate will possess strong relationship-building and business development...
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Senior Fiduciary Wealth Manager
4 weeks ago
Washington, DC , USA, United States United Bank Inc Full timeJob DescriptionThe Senior Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as manage complex fiduciary accounts and relationships. These relationships may consist of estates, trusts, investment management, custody, IRA and escrow...
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Senior Financial Advisor
4 weeks ago
Florida , USA, United States Trajan Wealth LLC Full timeFinancial Advisor Opportunity at Trajan Wealth LLCTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is seeking a seasoned Financial Advisor to join our team in the Orlando area.We pride ourselves on our commitment to excellence and fiduciary...
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Senior Attorney
4 weeks ago
Washington, DC , USA, United States Groom Law Group Full timeOverviewGroom Law Group is a leading law firm in benefits, retirement, and health care law, seeking a mid to senior level attorney with experience representing institutional investors to join our Fiduciary practice group.We offer a competitive salary, a full range of benefits, and the opportunity to work in a stimulating and collegial...
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First Line Risk Senior Manager
3 weeks ago
Johnston, RI , USA, United States Citizens Financial Group, Inc. Full timeJob DescriptionCitizens Financial Group, Inc. has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and back-office Trust products and services.Key ResponsibilitiesRepresent the first line of defense and identify and...
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Resident Advisor Position
4 weeks ago
Lexington, KY , USA, United States University of Kentucky Full timeJob Summary:Resident Advisors are valuable members of the Office of Residence Life and work within our residential curriculum, the Wildcat Way, to support student well-being and cultivate a sense of belonging by creating inclusive living and learning experiences within our residential communities.Primary responsibilities of the position include creating and...
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Senior Account Manager
4 weeks ago
Miami, FL , USA, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a reputation as a...
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Resident Advisor
4 weeks ago
Lexington, Kentucky, United States InsideHigherEd Full timeJob Title: Resident AdvisorJob Summary: We are seeking a Resident Advisor to join our team at the University of Kentucky. As a Resident Advisor, you will play a vital role in supporting student well-being and cultivating a sense of belonging within our residential communities.Key Responsibilities:Creating and identifying opportunities for student...
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Senior Investment Advisor
3 weeks ago
Washington, DC , USA, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a Senior Investment Advisor, you will be responsible for managing accounts in accordance with investment objectives developed with clients. You will provide specialized advice on planned giving, analyze program health and strategies, and...
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Senior Financial Advisor
3 weeks ago
Miami, FL , USA, United States Norman Alex Full timeAbout the role: Senior Financial Advisor - Wealth Management Expert We are seeking a top-producing Senior Financial Advisor to join our team at Norman Alex. This is an exceptional opportunity for a seasoned professional to leverage their expertise in wealth management and client acquisition to drive business growth. Key Responsibilities: - Develop and...
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Senior Wealth Advisor
4 weeks ago
Miami, FL , USA, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients through...
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Tax Senior Professional
3 weeks ago
Miami, FL , USA, United States Spartan Placements LLC Full timeJob Summary:We are seeking a highly skilled Tax Senior Professional to join our team at Spartan Placements LLC. The ideal candidate will have 3-5 years of experience in tax consulting and a strong background in accounting or finance. The Tax Senior Professional will be responsible for preparing complex income tax returns for S-Corp, partnership, C-Corp,...
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Resident Advisor
1 month ago
Lexington, United States InsideHigherEd Full timeJob Title:Resident AdvisorRequisition Number:DU12740Department Name:1B450:Residence LifeWork Location:Lexington, KYSalary Range:$12 per hour for eligible front desk shiftsType of Position:StudentPosition Time Status :Part-TimeRequired Education:In order to be eligible for the position, a candidate must:1. Be a full time undergraduate student, in good...
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Resident Advisor
4 weeks ago
Lexington, United States University of Kentucky Full timePosting Details Posting Details Job Title Resident Advisor Requisition Number DU12740 Department Name 1B450:Residence Life Work Location Lexington, KY Salary Range $12 per hour for eligible front desk shifts Type of Position Student Position Time Status Part-Time Required Education In order to be eligible for the position, a candidate must: 1. Be a full...
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Senior Attorney Advisor
4 weeks ago
Nellis AFB, NV, USA, United States Air Combat Command Full timeJob Summary:The Air Combat Command is seeking a highly skilled Senior Attorney Advisor to support the Staff Judge Advocate as a senior attorney, providing legal advice and counsel for complex cases in administrative law, claims, environmental law, contract law, labor law, international law, and operations law.Responsibilities:Advise the USAFWC/JA Commander,...
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Senior Business Advisor
3 weeks ago
Tampa, FL , USA, United States USAA Full timeAbout the RoleWe are seeking a highly skilled Senior Business Advisor to join our team at USAA. As a key member of our Deposits' Funds Availability Team, you will play a critical role in building infrastructure and processes to manage deposit account restrictions.Key ResponsibilitiesDrive operational excellence of account restrictions in close collaboration...