Hancock Whitney · 20 hours ago
Institutional Relationship Manager
New Orleans, LA
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expHancock Whitney is a financial services company seeking an Institutional Relationship Manager to manage and develop complex wealth management client relationships. The role involves overseeing trust accounts, ensuring compliance with regulations, and driving new business development while mentoring junior relationship managers.
BankingFinancial Services
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 and beneficiaries
Reviews financing documents to assure that the bank is comfortable with all terms and conditions that may require the hiring of trustee counsel to represent the bank in the transaction and the negotiation of terms of the documents
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 all applicable policies, procedures and/or 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
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
Establishes a calling program for clients, prospects and centers of influence that will facilitate new business development from existing clients and new prospects, and documents all on sales/relationship management reporting tools
May attend professional conferences or trade shows held by the client/prospect base in order to promote the company brand and trust expertise. As well as various public meetings held by clients or groups that provide services to clients in order to both be aware of current client needs as well as looking for new business opportunities
Produces proposals for new business pricing or terms in conjunction with Sales Manager and LOB Manager
Mentors more junior RMs on all aspects of managing and developing Trust relationships
Qualification
Required
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
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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