Hancock Whitney · 5 months ago
Director, Wealth Management
Hancock Whitney Center - New Orleans, LA
Full-time
Onsite
Director/Executive
10+ years expHancock Whitney is a financial institution focused on providing wealth management services. The Director of Wealth Management is responsible for leading the Regional Wealth Management Teams, optimizing revenue and profitability, and ensuring a comprehensive wealth management approach for high net worth clients.
BankingFinancial Services
Responsibilities
Manages multidisciplinary wealth teams throughout the bank's footprint. Teams include Private Bankers, Trust Advisors, Wealth Advisors, and Sr. Investment Consultants
Ensures that Teams are delivering comprehensive, holistic wealth management approach to high net worth clientele. As a senior manager of the bank, participates in formulating, implementing, and administering strategic bank-wide initiatives. Formulates and administers bank-wide policies and develops long range goals
In conjunction with the Bank’s strategic plan, determines the structure, direction, and policies of the division. In conjunction with other senior managers, determines appropriate markets, product mix, and client qualifications for Wealth Management
Drives banking and investment revenue through multi-disciplined Wealth Management teams including fiduciary, advisory, investment, and banking professionals
Develops, implements, and controls the budget for the division
Accountable for achieving established sales, revenue, and expense goals to meet the division’s and bank’s performance expectations. This must be accomplished within the framework of the bank’s credit, trust, and investment policies to realize portfolio objectives in terms of type and size of loans, interest rates, terms, and risk tolerance
Coordinates with other lines of business managers to set strategies for achieving agreed upon goals for their line of business, including the sale of Wealth Management products within Regional Wealth teams
Promotes the company and enhances business development opportunities through participation in community and civic activities
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
Manages employees and is responsible for the overall direction, coordination and evaluation of this unit and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, training, and mentoring subordinate managers and employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
Qualification
Required
Requires a bachelor's degree, preferably in Business, Finance, or Accounting
Prefer an MBA or post graduate study in the banking field
Minimum 10 years of management experience in banking and/or Wealth Management services for high net worth clients
Advanced knowledge of banking industry, including products, securities, and financial planning services, as well as applicable laws and regulations governing the industry
Advanced communication, presentation and training skills
Advanced customer service, analytical, and organizational skills
Ability to work effectively with all levels of personnel
Advanced computer skills, including Microsoft Office products
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions
Preferred
FINRA Series 7, 24, 63, and 66 preferred
Certified Financial Planner designation preferred
An equivalent combination of education and related experience and/or training may be considered
Company
Hancock Whitney
Hancock Whitney is offers a wide array of banking and financial services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Achary
CFO
Shane Loper
Chief Operating Officer
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