Senior Institutional Trust Officer

2 weeks ago

Reno, Nevada, United States PNC Financial Services Group Full time
Job DescriptionPosition Overview

At PNC Financial Services Group, our employees are our most valuable asset and competitive edge in the markets we operate. We are committed to providing an exceptional experience for our clients. Our collaborative environment promotes an inclusive culture where every team member feels appreciated, respected, and empowered to contribute to the organization's success. As a Senior Institutional Trust Officer within PNC's Institutional Asset Management division, you will have the opportunity to work remotely from various locations.

Job Profile

In this role, you will manage a varied portfolio of employee retirement and pension plans where PNC acts as Trustee, Custodian, Agent, or Investment Manager. You will serve as the primary contact for plan sponsors, recordkeepers, third-party administrators, and consultants, ensuring all necessary functions are executed to effectively service retirement and pension plan clients.

Your responsibilities will include conducting annual administrative reviews, evaluating various governing documents to ensure compliance with fiduciary duties, achieving targets for outbound relationship review calls, assisting with account and plan inquiries, and collaborating closely with the Closely Held Business and Special Assets departments regarding non-liquid assets.Key Responsibilities
  • Provide services to Institutional Asset Management clients by executing the terms of corporate assets, retirement plans, or charitable and endowment documents where PNC serves as trustee or agent. Oversee more complex institutional accounts and ensure adherence to all legal and fiduciary regulations, policies, and procedures. Manage a diverse portfolio with various account types.
  • Deliver comprehensive Institutional client services to enhance the Institutional Asset Management business and ensure an exceptional client experience. Administer assigned accounts in accordance with relevant documents, state and federal regulations, and internal policies.
  • Address risk management and resolve legal and compliance-related issues for assigned accounts. Maintain communication with clients and business partners, troubleshoot problems, and escalate known or anticipated client concerns. Identify opportunities for continuous process improvement.
  • Retain and manage assets under administration by educating clients on available tools and resources, working collaboratively with clients, beneficiaries, and gatekeepers. Regularly meet with clients to strengthen relationships and identify their needs, referring them to partners for additional bank products and services as opportunities arise.
  • Collaborate with Institutional Asset Management partners to support customer communications, technology requirements, or presentations, and introduce team members to meet client needs for assigned accounts. Prepare and present relevant materials for management or committee review.

At PNC, we take pride in our reputation, and we expect our employees to embody the following values:

  • Customer Focused - Understand the values and practices that prioritize customer needs and satisfaction in all business decisions, leveraging this knowledge to create tailored customer solutions.
  • Managing Risk - Effectively assess and manage all risks associated with business objectives and activities to ensure compliance with PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates will demonstrate the necessary knowledge, skills, and abilities for this role. Below are the required skills, competencies, work experience, education, and certifications/licensures needed to excel in this position.

CompetenciesAccount Management, Attention to Detail, Business Development, Effective Communication, Industry Knowledge, Problem Solving, Regulatory Compliance, Relationship ManagementWork ExperienceTypically requires a university/college degree and 3+ years of relevant industry experience. Certifications are often preferred. A comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.EducationBachelor's DegreeCertificationsNo Required CertificationsLicensesNo Required LicensesPay TransparencyBase Salary: $55,000.00 – $127,400.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is eligible for incentives based on company, business, and/or individual performance.BenefitsPNC offers a comprehensive benefits package to meet your needs now and in the future. Depending on eligibility, options for full-time employees include medical/prescription drug coverage, dental and vision options, life insurance, short and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, and various paid time off options.

To learn more about these and other programs, please visit our website.

Disability Accommodations Statement

If an accommodation is needed to participate in the application process, please contact us. All information provided will be kept confidential and used only to the extent required to provide reasonable accommodations.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunities to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories.

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