Trust Relationship Manager

Hancock Whitney Corp.; Saint Petersburg (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

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.

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 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.

Skills

Interpersonal skills

Advisory skills

Supervisory/Mentoring

Analytical skills

Negotiation

Decision making

Education

Bachelor’s degree

CTFA or fiduciary/financial planning credentials

Job description

Job Function / Summary

The Trust Relationship Manager 3 manages a portfolio of high-value and complex fiduciary client relationships, serving as a senior advisor for trusts, estates, guardianships, and agency accounts. This role provides advanced fiduciary oversight, directs trust administration in collaboration with internal experts, and mentors junior staff. The incumbent is instrumental in maintaining regulatory compliance, preserving client relationships, and driving new business opportunities aligned with Wealth Management’s strategic goals.

Essential Duties & Responsibilities

• Manage and develop a book of large, complex fiduciary relationships, ensuring compliance with legal documents, fiduciary principles, and applicable laws and regulations.
• Interpret and administer trust and estate documents, executing sound fiduciary judgment for discretionary distributions, asset management, and tax-related decisions.
• Serve as a trusted advisor to clients, beneficiaries, and professional partners, handling sensitive issues and building lasting relationships.
• Act as a key point of contact with attorneys, CPAs, financial advisors, and other professionals; represent the bank in trust-related external engagements.
• Lead and mentor Trust Administrators and more junior Relationship Managers, overseeing account administration and providing coaching and technical expertise.
• Collaborate with internal teams including investment officers, trust operations, tax and real estate services to deliver holistic fiduciary support.
• Monitor industry trends and legal changes to advise peers, ensure compliance, and evolve practices as needed.
• Participate in strategic business development activities, including referrals, client expansion, and networking with centers of influence.
• Maintain detailed documentation and risk assessments in accordance with fiduciary and regulatory expectations.
• Support and contribute to internal committees, policy discussions, or special projects to improve service delivery and manage risk.

Minimum Required Education, Experience & Knowledge

Bachelor’s degree required; preferred in business, law, finance, or related field. An equivalent combination of education and experience may be considered. CTFA or other fiduciary or financial planning credentials highly preferred. Minimum 6 years in fiduciary relationship management, trust administration, or wealth management with demonstrated experience handling high-net-worth and complex client relationships. Advanced understanding of trust and estate law, fiduciary regulations, and tax principles. Strong interpersonal and advisory skills. Supervisory and mentoring capability. High-level analytical, negotiation, and decision-making judgment.

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 / Affimative Action

Equal Opportunity/Affirmative Action Employers. 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

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 Americas 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.