Senior Fiduciary Relationship Manager

Hancock Whitney; New Orleans (LA); On-site; USD 110,000 - 160,000; Full time

Job summary

Hancock Whitney is seeking a seasoned Trust Relationship Manager 3 to oversee a portfolio of high-value fiduciary clients, including trusts, estates, guardianships, and agency accounts. The role requires advanced fiduciary oversight, collaboration with internal experts, and mentoring of junior staff.

The position emphasizes regulatory compliance, client relationship stewardship, and contributing to Wealth Management's strategic growth initiatives.

Qualifications

• Bachelor’s degree required; CTFA or fiduciary/financial planning credentials highly preferred.
• Minimum 6 years in fiduciary relationship management, trust administration, or wealth management.
• Advanced understanding of trust and estate law, fiduciary regulations, and tax principles.
• Strong interpersonal and advisory skills; supervisory and mentoring capability.

Responsibilities

• Manage and develop a book of large, complex fiduciary relationships, ensuring compliance with legal documents and fiduciary principles.
• Interpret and administer trust and estate documents, exercising discretionary distributions and asset management.
• Serve as trusted advisor to clients, beneficiaries, and professionals; build lasting relationships.
• Lead and mentor Trust Administrators and junior Relationship Managers; provide coaching and technical expertise.
• Collaborate with internal teams to deliver holistic fiduciary support and drive new business opportunities.
• Maintain documentation and risk assessments in line with fiduciary and regulatory expectations.

Job description

Hancock Whitney is seeking a seasoned Trust Relationship Manager 3 to oversee a portfolio of high-value fiduciary clients, including trusts, estates, guardianships, and agency accounts. The role requires advanced fiduciary oversight, collaboration with internal experts, and mentoring of junior staff.

The position emphasizes regulatory compliance, client relationship stewardship, and contributing to Wealth Management's strategic growth initiatives.