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. We work together each day to foster an inclusive workplace
culture where all of our employees feel respected, valued and have an
opportunity to contribute to the company’s success. As a Senior Estate
Settlement Advisor within PNC Private Bank, you will be based in Millburn, NJ.
PNC is an in-office company that fosters a supportive culture where employees
can thrive and achieve balance. We encourage candidates to connect with their
recruiter and hiring manager to understand workplace expectations and ensure the
role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT
for this position.
JOB DESCRIPTION
* Engages in fiduciary decision-making by executing the terms of any will or
document in which PNC serves as executor or trustee, including estate
settlement trusts and other estate-related trusts. Acts as a market or region
estate settlement authority. Provides estate administration and related
relationship management services for the most complex estates in an assigned
book of business and serves as a specialized fiduciary expert for estates in
those relationships.
* Engages in the most complex estate administration, including addressing
special assets, liquidity and concentrated holdings; assisting in resolution
of family/beneficiary conflicts; preserving and conserving estate assets
overall; obtaining accurate valuations and meeting all administrative and
legal deadlines. Supports the estate settlement business both internally and
with Centers of Influence.
* Works with external entities to understand, contribute to and implement
fiduciary/tax planning strategies and assess financial planning impacts for
the beneficiaries. Engages in business-retention and sales opportunities.
* Ensures and coordinates the preparation of appropriate tax returns and court
or other state-required filings for the estate and the decedent. Administers
estate settlement trusts and other estate- related trusts.
* Serves as a subject matter resource for the estate settlement team, fiduciary
and market leadership. May serve as a point of escalation for problem
resolution and stand as a proxy for fiduciary leadership. Assists in
determining work assignments of other estate settlement advisors.
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.
QUALIFICATIONS
Successful candidates must demonstrate appropriate knowledge, skills, and
abilities for a role. Listed below are skills, competencies, work experience,
education, and required certifications/licensures needed to be successful in
this position.
PREFERRED SKILLS
Decision Making, Finance Strategy, Investment Management, Legal Practices, Real
Estate Settlements, Revenue Recognition, Risk Assessments
COMPETENCIES
Account Management, Accuracy and Attention to Detail, Business Development,
Effective Communications, Fiduciary Responsibilities, Problem Solving,
Regulatory Environment - Financial Services, Selling.
WORK EXPERIENCE
Roles at this level typically require a university / college degree. Higher
level education such as a Masters degree, PhD, or certifications is desirable.
Industry relevant experience is typically 8+ years. Specific certifications are
often required. In lieu of a degree, a comparable combination of education, job
specific certification(s), and experience (including military service) may be
considered.
EDUCATION
Bachelors
CERTIFICATIONS
No Required Certification(s)
LICENSES
No Required License(s)
LANGUAGE ASSESSMENTS
No Required or Preferred Language Assessments
PAY TRANSPARENCY
Base Salary: $134,400.00 – $249,600.00
Salaries may vary based on geographic location, market data and on individual
skills, experience, and education. This role is incentive eligible with the
payment based upon company, business and/or individual performance.
APPLICATION WINDOW
Generally, this opening is expected to be posted for two business days from
03/17/2026, although it may be longer with business discretion.
BENEFITS
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; 9 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.
To learn more about these and other programs, including benefits for full time
and part-time employees, visit pncthrive.com [http://pncthrive.com].
DISABILITY ACCOMMODATIONS STATEMENT
If an accommodation is required to participate in the application process,
please contact us via email at AccommodationRequest@pnc.com
[AccommodationRequest@pnc.com]. Please include “accommodation request” in the
subject line title and be sure to include your name, the job ID, and your
preferred method of contact in the body of the email. Emails not related to
accommodation requests will not receive responses. Applicants may also call
877-968-7762 and say "Workday" for accommodation assistance. All information
provided will be kept confidential and will be used only to the extent required
to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable
accommodations to employment applicants and qualified individuals with a
disability who need an accommodation to perform the essential functions of their
positions.
EQUAL EMPLOYMENT OPPORTUNITY (EEO)
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.
CALIFORNIA RESIDENTS
Refer to the California Consumer Privacy Act Privacy Notice
[https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC_CCPA_Privacy_Disclosure_Employee.pdf]
to gain understanding of how PNC may use or disclose your personal information
in our hiring practices.