Fiduciary Advisor Sr

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and can contribute to the company’s success. As a Fiduciary Advisor Senior within PNC's Private Bank organization, you will be based in Cleveland, OH;
Canton, OH; or Akron, OH.

• 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, ensuring compliance with all legal and fiduciary regulations, policies, and procedures.
• Delivers the full breadth of the fiduciary platform to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy, and procedure.
• Handles risk management and the resolution of legal and compliance‑related issues for assigned accounts, communicating with clients, solving problems, and escalating anticipated or known client issues or concerns.
• Maintains and grows assets under management by working with clients, beneficiaries, and gatekeepers, meeting 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, and serves as a subject‑matter resource for the fiduciary team and market leadership.

• 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 business objectives and activities to ensure adherence to and support of PNC’s Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities. Below are key requirements.

• Decision Making
• Finance Strategy
• Investment Management
• Legal Practices
• Real Estate Settlements
• Revenue Recognition
• Risk Assessments

• Account Management
• Accuracy and Attention to Detail
• Effective Communications
• Fiduciary Responsibilities
• Problem Solving
• Regulatory Environment—Financial Services
• Value Selling

Roles at this level typically require a university/college degree. Industry relevant experience is typically 8+ years. Higher level education such as a Master’s degree, PhD, or certifications is desirable.

• Bachelor’s

• No required certifications

• No required licenses

Base Salary: $80,000.00 – $. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with payment based on company, business, and/or individual performance.

PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical, prescription drug, dental, and vision coverage; 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; a robust wellness program with financial incentives;

and paid time off including maternity, parental leave, holidays, occasional absence days, vacation, and years of service.

If an accommodation is required to participate in the application process, please contact us via email at  Include “accommodation request” in the subject line title and be sure to include your name, the job , and your preferred method of contact in the body of the email. Applicants may also call 877‑968‑7762 and say “Workday” for accommodation assistance. All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations.

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.