{"id":2936740,"url":"https://alion.io/job/hancock-whitney-regional-wealth-manager","title":"Regional Wealth Manager","company":{"id":1785775,"name":"Hancock Whitney","domain":"hancockwhitney.com","url":"https://alion.io/company/hancockwhitney","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"staff","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Houston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":60000,"max_usd":162000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":728},"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-20T16:16:19Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-22T02:09:06Z","board_verified":false,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.\nJOB FUNCTION / SUMMARY:\nRegional Wealth Managers plan, coordinate and supervise the activities of Wealth Management Teams across multiple markets and geographies, including profitability and sales; creating an atmosphere of integrity, professionalism, quality and exceptional client service. Responsible for the growth and development of assigned markets, improving line of business profitability, providing accurate and superior client service and for cultivating and coordinating referral business with other lines of business within the bank. Serves as liaison between segments of Wealth Management to ensure the company's strategic goals and initiatives are met and/or exceeded.\nESSENTIAL DUTIES & RESPONSIBILITIES:\nManages multidisciplinary wealth teams across multiple markets and geographies throughout the bank's footprint. Wealth teams may include Private Bankers, Trust Relationship Managers, Wealth Advisors, Senior Investment Consultants and Administrators.\nEstablishes sales goals and strategies, and assesses unit’s performance against set goals. Develops systems and tools to monitor actual results against goals.\nResponsible for modeling, promoting and implementing One Wealth model within assigned Wealth Teams across multiple markets.\nAccountable for maintaining corporate standards for regulatory compliance, risk management policies and internal financial and operational controls for all activities related to the Wealth Management\nEstablishes financial controls and assists with the development of market and regional financial forecasts and budgets accordingly\nImplements competitive benchmarking standards and bank’s wealth management target operating model.\nDevelops centers of influence, and participates in community and civic organizations to promote goodwill and generate new business.\nCompiles and reports financial data as required by organization and government regulations.\nProvides advice and guidance to team members and ensures that the actions of all team members adhere to organizational policy.\nMeets with Wealth Management clients and potential clients as needed for new business development and to help region achieve goals.\nMay have supervisory responsibilities over other Regional Wealth Managers.\nMay have supervisory responsibilities of staff positions within Asset Management, assist in establishing an appropriate investment strategy for clients and evaluate and effectively communicates current economic and market conditions.\nSUPERVISORY RESPONSIBILITIES:\nResponsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems.\nMINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:\nBachelor’s degree preferably with a concentration in business, finance or related field required.\nGraduate degree, Certified Financial Planner (CFP), and/or Certified Wealth Strategist (CWS) preferred.\n10 years of related experience in Private Banking or Wealth Management and 7 years of management experience required. 10 years’ management experience preferred.\nSeries 24; Series 7; Series 66 or Series 65 and Series 63; as well as Life and Health licenses for the state(s) where business is conducted strongly preferred.\nAdvanced communication, presentation and training skills.\nAdvanced client service, analytical, and organizational skills.\nAbility to work effectively with all levels of personnel.\nExperience with Microsoft Office products including Microsoft Word, Excel, Access and PowerPoint.\nESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:\nAbility to travel if required to perform the essential job functions.\nAbility to work under stress and meet deadlines.\nAbility to operate related equipment to perform the essential job functions.\nAbility to read and interpret a document if required to perform the essential job functions.\nAbility 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.\nEqual Opportunity/AffirmativeAction 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.","description_format":"text","description_chars":5453,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Commercial & Retail Banks","Business & SME Lending"],"lifecycle":[{"event":"open","at":"2026-10-20T16:16:19Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":2,"expected_fill_days":14,"reasons":["conf:27","velocity","win:early"],"computed_at":"2026-10-23T05:54:15Z"},"pay":null,"html_url":"https://alion.io/job/hancock-whitney-regional-wealth-manager","json_url":"https://alion.io/job/hancock-whitney-regional-wealth-manager.json","meta":{"generated_at":"2026-10-24T03:47:32Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5979,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1785775},"rest":"https://alion.io/mcp/rest/get_company?id=1785775"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fhancock-whitney-regional-wealth-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fhancock-whitney-regional-wealth-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fhancock-whitney-regional-wealth-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/hancock-whitney-regional-wealth-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fhancock-whitney-regional-wealth-manager"}]}