Trust Advisor 3

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 120,000 - 180,000; Full time

Job summary

Hancock Whitney Corp. is seeking a Trust Advisor 3 to manage and grow complex wealth management client relationships across estates, trusts, guardianships, and agency accounts within Private Wealth Management.

The role involves fiduciary and investment management services, coordination with investment and trust tax teams, and ensuring compliance with applicable laws and bank policies. Ideal candidates will have a Bachelor’s degree in business or related field, 8 years of relationship management

Qualifications

• Bachelor’s degree in business or related field; 8 years of relationship management experience in banking/financial services.
• Series7 and Series66 licenses are strongly preferred and will allow for maximum incentive opportunity.

Responsibilities

• Develops and manages new business for large and complex Trust relationships.
• Administers, invests, and solicits business in compliance with policies and laws.
• Represents the company to clients, attorneys, CPAs and beneficiaries; coordinates with related departments.

Skills

Relationship management

Business development

Client relations

Education

Bachelor’s degree in business or related field

Series7 license

Series66 license (or Series63/65)

Job description

JOB FUNCTION / SUMMARY

The Trust Advisor 3 manages and develops complex wealth management client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships as well as fiduciary services, investment management services, and other types of accounts within Private Wealth Management.

ESSENTIAL DUTIES & 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, account documents, laws and regulations.
• Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts.
• May represent the company on boards or committees related to businesses or institutions for which the trust department provides a service.
• Analyzes, studies, and gains full understanding of governing documents.
• Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries and/or remainder men.
• Coordinates management of accounts with investment officers, trust tax officers, trust real estate officers, Trust Operations, and others as required.
• Assures the accounts are in compliance with Bank/Trust Department policies, procedures and any applicable federal/state laws and regulations.
• Keeps current with all developments, applicable laws and regulations within individual field and provides advice to other Trust RMs and/or business partners.
• Contacts or corresponds with attorneys, agencies, co-trustees/co-executors, and other parties who have an interest in any aspect of an account.
• Resolves problems brought by owners, beneficiaries and others, such as requests for special distributions or planning and approving necessary expenditures for care and maintenance.
• Makes court appearances at audits or other proceedings, and deals with attorneys, agents and others for the acquisition, disposition or preservation of trust assets and related business.
• Advises management and members of the trust administrative committee on questions regarding the acceptability of trust assets and the proper use of income or corpus for accounts being managed.
• Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities.
• Advises or consults with other officers on details of proposed business plans.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
• Responsible for achieving sales goals set by management.
• Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tools.
• Mentors more junior RMs on all aspects of managing and developing Trust relationships.

SUPERVISORY RESPONSIBILITIES

Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

Bachelor’s degree, preferably with a concentration in business or related field.

8 years of relationship management experience in banking or financial services required.

An equivalent combination of education and experience may be considered.

Series7; Series66 (or Series63 and 65) licenses are strongly preferred and will allow for maximum incentive opportunity.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

Ability to travel if required to perform the essential job functions.

Ability to work under stress and meet deadlines.

Ability to operate related equipment to perform the essential job functions.

Ability to read and interpret a document if required to perform the essential job functions.

Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action

All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Company Culture & Values

When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility.

A fast‑growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future.