The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.
Job Description- Oversees fiduciary services for an assigned team. Ensures the consistent execution of fiduciary activities by providing leadership and direction to fiduciary professionals. Responsible for the performance management, hiring and coaching reviews of fiduciary professionals. Supports the overall mission and vision of the business. Ensures consistent execution of fiduciary activities in compliance with legal and fiduciary regulations, policies and procedures. May administer select fiduciary accounts.
- Supports the Fiduciary Director to ensure the consistent execution of fiduciary management of client accounts in accordance with client objectives and PNC's fiduciary approach, using approved platform of solutions. Provides fiduciary and legal insight and perspectives. Serves as subject matter expert and demonstrates technical expertise in sophisticated fiduciary strategies. Escalates significant risk issues to the Fiduciary Director.
- Ensures the consistent execution of fiduciary activities of assigned team. Demonstrates ability to consistently retain and grow assets under management and revenue for assigned relationships and team(s) through the delivery of an exceptional client fiduciary experience.
- Acts as a resource and proactively supports the assigned team(s) in the acquisition of new clients and the expansion of services. Manages and coordinates/conducts the performance, management, hiring and coaching of Fiduciary Advisors, associates and supporting staff.
- Executes risk management practices through adherence to PNC's policies and procedures. Proactively identifies, resolves or escalates to Fiduciary Director or Legal risk management issues.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- 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 their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
- Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
- Live the Values - Role models our values with transparency and courage.
- Enable Change - Takes action to drive change and innovation that will transform our business.
- Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
- Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.
QualificationsSuccessful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.
Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk AssessmentsAccount Management, Business Development, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial ServicesRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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 and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
*For more information, please click on the following links:
California ResidentsRefer to the