Senior Fiduciary Advisor

PNC

. Execute fiduciary decision-making under plans and documents where PNC serves as trustee, guardian, or agent .

Posted 10/6/2026full-timePittsburgh • Pennsylvania • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in fiduciary decision-making, compliance with legal and fiduciary regulations, and effective client communication. Proven ability to manage complex fiduciary accounts and deliver exceptional client experiences while mitigating risks.

Highest-signal resume keywords

Fiduciary ExperienceTrust AdministrationClient Relationship ManagementRisk ManagementCTFA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Decision-MakingTrusts ManagementLegal ComplianceAsset ManagementProblem Resolution

Soft Skills

Customer-Focused Decision-MakingCommunicationAnalytical ThinkingCollaboration

Certifications & Qualifications

CTFA DesignationCFP Certification

Industry Keywords

Fiduciary AccountsLegal RegulationsHigh-Profile RelationshipsEnterprise Risk ManagementSection 19 of the FDIA

About the role

Key responsibilities & impact

Execute fiduciary decision-making under plans and documents where PNC serves as trustee, guardian, or agent
Administer complex fiduciary accounts and sensitive, high-profile relationships
Ensure compliance with legal and fiduciary regulations, policies, and procedures
Apply an in-depth understanding of trusts for clients and family relationships
Deliver the full fiduciary platform to grow the fiduciary business and ensure a high level of client experience
Administer assigned accounts according to documents, state law, policy, and procedure
Manage risk and resolve legal and compliance issues for assigned accounts
Communicate with clients, solve problems, and escalate client issues and concerns
Maintain and grow assets under management by working with clients, beneficiaries, and gatekeepers
Meet with clients on and off bank premises as needed
Customize client communications and presentations to provide fiduciary advice
Introduce planning concepts to meet client needs
Lead colleagues in analyses and recommendations for senior management or committee review
Serve as a subject matter resource for the fiduciary team and market leadership
Serve as a point of escalation for problem resolution and proxy for fiduciary leadership when needed
Apply customer-focused decision-making and manage business risks within PNC's Enterprise Risk Management Framework

Requirements

What you’ll need

Fiduciary experience with revocable and irrevocable trusts
Legal background beneficial; JD not required
CTFA designation or CFP beneficial
Typically requires a university/college degree
Typically requires 8+ years of industry-relevant experience
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered
No required certifications
No required licenses
No required or preferred language assessments
Must be able to comply with applicable legal, fiduciary, regulatory, policy, and procedure requirements
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
Position subject to Section 19 of the FDIA and, for any registered role, SAFE Act and/or FINRA requirements regarding certain criminal history

Benefits

Comp & perks

Medical/prescription drug coverage with a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level
Additional paid time off based on years of service