Hancockwhitney
Trust Relationship Manager
Kirby - Houston, TX
Sponsorship not specifiedDetected 16 days ago
ComplianceBusiness DevelopmentNegotiationCollaborationMentoring
About the role
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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.
- 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.
- 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.
Requirements
- Ability to travel if required to perform the essential job functions
- Ability to work under stress and meet deadlines
- 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
- You will be required to create an account (or sign in with an existing account).
- Bachelor's degree required; preferred in business, law, finance, or related field.
Nice to have
- Bachelor's degree required
- preferred in business, law, finance, or related field.
- 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
Benefits
- An equivalent combination of education and experience may be considered.
Visa & Work Authorization
- will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or menta
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