Regional Wealth Leader: Drive Growth & Client Impact

Hancock Whitney Corp.; Houston (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

Hancock Whitney Corp. seeks a Regional Wealth Manager to oversee wealth teams across markets, drive growth, and ensure exceptional client service. The role requires extensive leadership and regulatory expertise within a large bank framework.

The position focuses on strategy execution, profitability, and cross-team collaboration to meet regional goals and standards. Travel may be required to support multiple markets and client needs.

Qualifications

• Bachelor’s degree preferably with a concentration in business, finance or related field required.
• Graduate degree, CFP, and/or CWS preferred.
• 10 years of related experience in Private Banking or Wealth Management and 7 years of management experience required.
• 10 years’ management experience preferred.
• Series 24; Series 7; Series 66 or Series 65 and Series 63; Life and Health licenses for the states where business is conducted strongly preferred.
• Advanced communication, presentation and training skills.
• Advanced client service, analytical, and organizational skills.
• Ability to work effectively with all levels of personnel.
• Experience with Microsoft Office products including Word, Excel, Access and PowerPoint.

Responsibilities

• Manages multidisciplinary wealth teams across multiple markets and geographies.
• Establishes sales goals and strategies, and assesses unit’s performance against set goals.
• Develops systems and tools to monitor actual results against goals.
• Promotes and implements One Wealth model within assigned Wealth Teams across multiple markets.
• Maintains corporate standards for regulatory compliance, risk management policies and internal financial and operational controls.
• Develops market financial forecasts and budgets accordingly.
• Develops centers of influence and participates in community organizations to generate new business.
• Compiles and reports financial data as required by organization and government regulations.
• Provides advice and guidance to team members and ensures adherence to policy.
• Meets with Wealth Management clients and potential clients for new business development.
• May supervise other Regional Wealth Managers.

Skills

Advanced communication

Presentation skills

Training skills

Client service orientation

Analytical skills

Organizational skills

Education

Bachelor’s degree in business/finance or related field

Graduate degree

Certified Financial Planner (CFP)

Certified Wealth Strategist (CWS)

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

PowerPoint

Job description

Hancock Whitney Corp. seeks a Regional Wealth Manager to oversee wealth teams across markets, drive growth, and ensure exceptional client service. The role requires extensive leadership and regulatory expertise within a large bank framework.

The position focuses on strategy execution, profitability, and cross-team collaboration to meet regional goals and standards. Travel may be required to support multiple markets and client needs.