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8 дней назад

Senior Fiduciary Advisor - PNC Private Bank

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Fiduciary Advisor - PNC Private Bank (Fiduciary and Trust Administration): Administering complex fiduciary accounts and high-profile client relationships in accordance with trust documents, state law, and fiduciary regulations with an accent on risk management, legal compliance, and personalized client advice. Focus on resolving complex account issues, managing fiduciary risk, growing assets under management, and serving as a subject matter resource for fiduciary leadership.

Location: In-office role based in Pittsburgh, Pennsylvania, United States

Company

hirify.global is a financial services company offering private banking and fiduciary services.

What you will do

  • Execute the terms of plans and documents where hirify.global serves as trustee, guardian, or agent.
  • Administer complex fiduciary accounts and sensitive, high-profile client relationships.
  • Ensure compliance with legal and fiduciary regulations, policies, procedures, and applicable state law.
  • Manage risk and resolve legal, compliance, and client-related issues.
  • Work with clients, beneficiaries, and gatekeepers to maintain and grow assets under management.
  • Provide fiduciary advice, lead analyses and recommendations, and serve as a subject matter resource for the fiduciary team.

Requirements

  • Ability to work in-office in Pittsburgh, Pennsylvania
  • Typically, 8 or more years of relevant industry experience.
  • Bachelor's degree or a comparable combination of education, certifications, and experience.
  • Experience with revocable and irrevocable trusts.
  • Knowledge of fiduciary responsibilities, financial-services regulations, account management, risk assessment, and problem solving.
  • hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice to have

  • Legal background; a JD is not required.
  • CTFA designation or CFP certification.
  • Experience in investment management, legal practices, finance strategy, or real estate settlements.

Culture & Benefits

  • Inclusive, supportive in-office workplace focused on customer service and risk management.
  • Medical, prescription drug, dental, and vision coverage options.
  • 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
  • Paid holidays, vacation, parental leave, and occasional absence days.
  • Educational assistance, wellness programs, dependent care support, and family-building reimbursements.

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