Senior Trust & Fiduciary Advisor

Hancock Whitney Corp.; Saint Petersburg (FL); Sur place; USD 110 000 - 160 000; Plein temps

Résumé du poste

Hancock Whitney Corp. is seeking a high-level Trust Relationship Manager in the Saint Petersburg, FL area.

The role oversees a portfolio of large fiduciary client relationships, advising on trusts, estates, guardianships, and agency accounts, while ensuring regulatory compliance and collaboration with internal experts. The position emphasizes mentoring junior staff, driving new business opportunities, and aligning with Wealth Management’s strategic goals.

Qualifications

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

Responsabilités

• 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 fiduciary judgment for discretionary distributions and tax-related decisions.
• Serve as trusted advisor to clients, beneficiaries, and professionals; handle sensitive issues and build lasting relationships.
• Lead and mentor Trust Administrators and junior Relationship Managers, overseeing account administration and providing coaching.
• Collaborate with internal teams to deliver holistic fiduciary support; monitor industry trends and regulatory changes.
• Participate in strategic business development activities, including referrals and client expansion.

Connaissances

Interpersonal skills

Advisory skills

Supervisory/Mentoring

Analytical skills

Negotiation

Decision making

Formation

Bachelor’s degree

CTFA or fiduciary/financial planning credentials

Description du poste

Hancock Whitney Corp. is seeking a high-level Trust Relationship Manager in the Saint Petersburg, FL area.

The role oversees a portfolio of large fiduciary client relationships, advising on trusts, estates, guardianships, and agency accounts, while ensuring regulatory compliance and collaboration with internal experts. The position emphasizes mentoring junior staff, driving new business opportunities, and aligning with Wealth Management’s strategic goals.