Hancock Whitney · 19 hours ago
Trust Relationship Manager
New Orleans, LA
Full-time
Onsite
Mid, Senior Level
4+ years expHancock Whitney is a financial services company, and they are seeking a Trust Relationship Manager to independently manage a portfolio of complex fiduciary relationships. This role involves ensuring legal compliance, supervising junior administrators, and identifying growth opportunities while serving as a primary point of contact for clients and advisors.
BankingFinancial Services
Responsibilities
Administer and grow a portfolio of fiduciary relationships with moderate to high complexity, ensuring compliance with governing documents, applicable laws, and fiduciary best practices
Analyze and interpret legal instruments to guide administration, including special distributions, discretionary decisions, and resolution of beneficiary matters
Serve as the primary relationship manager for assigned accounts, maintaining high-touch communication with clients, beneficiaries, and external advisors (e.g., attorneys, CPAs)
Act as a resource and mentor to junior Trust Administrators, reviewing work and providing coaching or escalation support as needed
Coordinate with internal subject matter experts (tax, real estate, investments, operations) to deliver comprehensive client solutions
Maintain accurate documentation and risk assessments in accordance with fiduciary standards and internal procedures
Represent the Bank in public-facing activities such as trust committee participation, nonprofit board involvement, or client/prospect events
Monitor industry and regulatory developments in fiduciary law and wealth management and adjust practices accordingly
Identify and pursue new business opportunities through proactive reviews of existing clients and external networking
Participate in internal committees or workgroups to enhance fiduciary service delivery and risk mitigation practices
Qualification
Required
Bachelor's degree required (business, legal studies, or finance preferred). An equivalent combination of education and experience may be considered
CTFA or pursuit of fiduciary certification encouraged
Minimum 4 years in trust administration, relationship management, or fiduciary banking services
Deep understanding of trust and estate law
Proven ability to manage complex relationships independently
Supervisory aptitude or mentoring experience
Strong communication and judgment, especially in sensitive situations
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
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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