Institutional Relationship Manager – Retirement Plan Services

Hancock Whitney

Relationship Manager managing wealth management client relationships for retirement plans. Developing new business for large Trust relationships in compliance with regulations and internal policies.

Posted 6/17/2026full-timeNew Orleans • Louisiana, Mississippi • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

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.
Analyzes, studies, and gains full understanding of governing documents.
Coordinates management of accounts with investment officers, trust tax officers, Trust Operations, and others as required.
Ensures accounts compliance with all applicable policies, procedures and/or federal/state laws and regulations.
Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities.
Mentors more junior RMs on all aspects of managing and developing Trust relationships.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Equal Opportunity/Affirmative Action Employers. All qualified applicants 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 mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

relationship managementbusiness developmenttrust administrationinvestment analysiscompliance managementaccount managementfinancial analysisrisk assessmentregulatory knowledgetrust operations

Soft Skills

communicationmentoringnetworkingclient relationsanalytical thinkingproblem-solvingteam collaborationleadershipinterpersonal skillsorganizational skills