Bachelor's degree in business, law, finance, or related field; equivalent experience considered.
CTFA or similar fiduciary/financial planning credentials preferred.
Minimum 6 years in fiduciary relationship management or wealth management with high-net-worth clients.
Advanced knowledge of trust and estate law, fiduciary regulations, and tax principles.
Strong interpersonal, advisory, and mentoring skills.
High-level analytical, negotiation, and decision-making abilities.
Responsibilities
Manage a portfolio of complex fiduciary relationships, ensuring compliance with legal and regulatory standards.
Interpret and administer trust and estate documents, making sound fiduciary decisions.
Serve as a trusted advisor to clients and professional partners, addressing sensitive issues.
Act as a liaison with attorneys, CPAs, and financial advisors, representing the bank in external engagements.
Lead and mentor junior staff, overseeing account administration and providing technical guidance.
Collaborate with internal teams to deliver comprehensive fiduciary support.
Monitor industry trends and legal changes to ensure compliance and adapt practices.
Benefits
Opportunities for professional development and mentorship.
Access to a network of industry professionals and resources.
Participation in strategic business development activities.
Involvement in internal committees and special projects to enhance service delivery.
Full 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.
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.
About Hancock Whitney Corporation
Hancock Whitney Corporation is a bank holding company headquartered in Gulfport, Mississippi. It operates 237 branches in Mississippi, Alabama, Florida, Louisiana, and Texas. The bank offers a range of services, including personal and business banking, wealth management, and insurance. Hancock Whitney Corporation was founded in 1899 as Hancock Bank and has grown through a series of mergers and acquisitions. The bank has a strong commitment to community involvement and has been recognized for its philanthropic efforts.
