Senior Trust & Wealth Relationship Manager

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 90,000 - 130,000; Full time

Job summary

Hancock Whitney Corp. seeks a Retirement Plan Services Relationship Manager to develop and manage complex wealth management client relationships within trust accounts, including defined benefit/defined contribution plans.

The role involves administering, investing and soliciting business for large client relationships, coordinating with officers and specialists, and ensuring compliance with applicable policies, documents, and laws. Travel may be required.

Qualifications

• Bachelor’s degree required; field in business or related area preferred.
• 8 years of relationship management experience in banking or financial services required.
• Equivalent combination of education and experience may be considered.

Responsibilities

• Manages and develops new business for large and complex Trust relationships.
• Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, laws and regulations.
• Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries.

Skills

Relationship management

Client relations

Sales/Business development

Leadership/mentoring

Regulatory compliance

Education

Bachelor’s degree in business or related field

Job description

Hancock Whitney Corp. seeks a Retirement Plan Services Relationship Manager to develop and manage complex wealth management client relationships within trust accounts, including defined benefit/defined contribution plans.

The role involves administering, investing and soliciting business for large client relationships, coordinating with officers and specialists, and ensuring compliance with applicable policies, documents, and laws. Travel may be required.