Fiduciary Advisor Sr

Position Overview

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Canton, OH or Akron, OH. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance.

• Engage in fiduciary decision‑making by executing the terms of plans and documents where PNC serves as trustee, guardian or agent.
• Administer complex fiduciary accounts and sensitive high‑profile relationships.
• Ensure compliance with all legal and fiduciary regulations, policies and procedures.
• Maintain knowledge of trust types and how they operate for clients in family relationships.
• Deliver full fiduciary platform to grow the fiduciary business and assure high‑level client experience.
• Administer accounts in accordance with documents, state law, policy and procedure.
• Handle risk management and resolve legal and compliance‑related issues for assigned accounts.
• Communicate with clients, resolve problems and elevate anticipated or known client concerns.
• Grow assets under management by working with clients, beneficiaries and gatekeepers.
• Meet with clients both on and off bank premises as needed.
• Customize client communications or presentations to provide fiduciary advice.
• Introduce planning concepts to meet client needs.
• Lead colleagues in completing analysis and recommendations for senior management or committee review.
• Act as a subject matter resource for the fiduciary team and market leadership.
• Serve as point of escalation for problem resolution and proxy for fiduciary leadership.

Successful candidates must possess the following:

• Preferred skills:
  Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments.
• Competencies:
  
  Account Management, Accuracy & Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment – Financial Services, Value Selling.
• Education:
  
  Bachelor’s degree required; higher‑level degree (Master’s, PhD) and certifications desirable.
• Experience:
  
  Minimum 8+ years in relevant industry; comparable combination of education, certification and experience considered.
• Licenses/Certifications:
  
  No required certifications or licenses.

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

• Medical, prescription drug, dental and vision coverage with Health Savings Account option.
• Life insurance for employee and spouse/children.
• Short‑term and long‑term disability protection.
• 401(k) with PNC match, pension and stock purchase plans.
• Dependent care reimbursement account.
• Backup child/elder care, adoption, surrogacy and doula reimbursement.
• Educational assistance for select programs fully paid.
• Robust wellness program with financial incentives.

If an accommodation is required to participate in the application process, please contact via email at , including “accommodation request” in the subject line, your name, the job , and preferred contact method. All information provided will be kept confidential.

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 protected categories. This position is subject to relevant federal and state hiring laws.