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Trust Relationship Manager

Hancock Whitney

Posted 02/13/26

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701 Poydras Street, New Orleans, LA 70139

Full-Time
Manager
Accounting / Banking / Finance
In Person

Job Description

JOB FUNCTION / SUMMARY:

The Trust Relationship Manager 2 independently manages a portfolio of complex fiduciary relationships, including estates, trusts, guardianships, and agency accounts. This role ensures legal and regulatory compliance, exercises fiduciary judgment, supervises junior administrators, and serves as a primary point of contact for clients and professional advisors. In addition to retention, the Relationship Manager proactively identifies growth opportunities and represents the bank in external engagements.

ESSENTIAL DUTIES & 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.

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About Hancock Whitney

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Associates at Hancock Whitney are valued members of a team that appreciates and relies on associate knowledge and contributions. We respect your commitment to family and support your involvement in the community.

Our company is a place where associates have the opportunity to shape their own success and grow both personally and professionally throughout our diverse footprint.  In addition to competitive pay and benefits package, we offer a tuition reimbursement plan, professional development opportunities, and more.