Senior Retirement Plan Relationship Manager

Hancock Whitney Corp.; Baton Rouge (LA); On-site; USD 75,000 - 95,000; Full time

Job summary

Hancock Whitney Corp. is seeking an Institutional Relationship Manager for Retirement Plan Services in Baton Rouge, LA. This role requires managing complex wealth management client relationships and ensuring compliance with banking policies.

The ideal candidate will have at least 8 years of experience in relationship management within banking or financial services along with a Bachelor's degree. This position offers a dynamic environment to develop new business opportunities through existing client networks.

Qualifications

• 8 years of experience in relationship management in banking or financial services.
• Ability to analyze and understand governing documents.
• Experience in managing complex wealth relationships.

Responsibilities

• Manage and develop complex Trust relationships.
• Coordinate account management with investment and tax officers.
• Achieve sales goals set by management.

Skills

Relationship management

Business development

Client communication

Compliance knowledge

Mentorship

Education

Bachelor's degree in business or related field

Job description

Hancock Whitney Corp. is seeking an Institutional Relationship Manager for Retirement Plan Services in Baton Rouge, LA. This role requires managing complex wealth management client relationships and ensuring compliance with banking policies.

The ideal candidate will have at least 8 years of experience in relationship management within banking or financial services along with a Bachelor's degree. This position offers a dynamic environment to develop new business opportunities through existing client networks.