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Position Title: Director of Family Wealth and Fiduciary Services
Business Unit: Wealth Management
Reports to: EVP of Advisory Business Group
Position Overview:
The position is responsible for overseeing and expanding the firm’s fiduciary, estate, and family wealth advisory services. This position leads a multidisciplinary team that delivers comprehensive wealth strategies to high‑net‑worth and ultra‑high‑net‑worth families, including trust administration, estate planning guidance, family governance, and complex wealth‑transfer solutions. The director ensures exceptional client experience, maintains fiduciary compliance, and partners closely with senior leadership to drive business growth.
Primary Responsibilities:
Develop and execute the strategic vision for the Family Wealth and Fiduciary Services group.
Partner with investment, tax, and legal professionals to ensure interdisciplinary planning for clients.
Oversee the administration of personal trusts, estates, investment agency accounts, foundations, and other fiduciary structures.
Ensure adherence to fiduciary standards, applicable laws, internal policies, and regulatory requirements.
Collaborate with internal partners—wealth advisors, bankers, investment teams—to develop integrated client solutions.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
JD
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
15
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent management skills
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to work and multi-task in a fast paced environment
MS Word - Intermediate Level
MS Excel - Intermediate Level
Ability to interpret and manage complex trusts and support the market teams on providing recommendations to clients and prospects for wealth preservation and wealth transfer
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
JD or a combination of education and relevant experience in the wealth management industry (CFA, CFP, CTFA) may be considered
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
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