Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 7 days ago

Regional Wealth Manager

Hancock Whitney160 open roles

Where
Kirby - Houston, TX
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowRegional Wealth ManagerHancock Whitney · Kirby - Houston, TX

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Hancock Whitney's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.5% of postings close within 7 days. Measured by our own scanner across the market. Hancock Whitney postings stay open a median of 5 days.

Share of postings closed within
  1. 1.8%1 day
  2. 4.0%3 days
  3. 8.5%7 days
  4. 15.4%14 days
  5. 34.1%30 days
This job: posted 7 days ago

Hancock Whitney median: 5 days open

The posting

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.

JOB FUNCTION / SUMMARY:

Regional 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.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Manages 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.
  • Establishes sales goals and strategies, and assesses unit’s performance against set goals. Develops systems and tools to monitor actual results against goals.
  • Responsible for modeling, promoting and implementing One Wealth model within assigned Wealth Teams across multiple markets.
  • Accountable for maintaining corporate standards for regulatory compliance, risk management policies and internal financial and operational controls for all activities related to the Wealth Management
  • Establishes financial controls and assists with the development of market and regional financial forecasts and budgets accordingly
  • Implements competitive benchmarking standards and bank’s wealth management target operating model.
  • Develops centers of influence, and participates in community and civic organizations to promote goodwill and generate new business.
  • Compiles and reports financial data as required by organization and government regulations.
  • Provides advice and guidance to team members and ensures that the actions of all team members adhere to organizational policy.
  • Meets with Wealth Management clients and potential clients as needed for new business development and to help region achieve goals.
  • May have supervisory responsibilities over other Regional Wealth Managers.
  • May 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.

SUPERVISORY RESPONSIBILITIES:

Responsible 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.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • Bachelor’s degree preferably with a concentration in business, finance or related field required.
  • Graduate degree, Certified Financial Planner (CFP), and/or Certified Wealth Strategist (CWS) preferred.
  • 10 years of related experience in Private Banking or Wealth Management and 7 years of management experience required. 10 years’ management experience preferred.
  • Series 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.
  • Advanced communication, presentation and training skills.
  • Advanced client service, analytical, and organizational skills.
  • Ability to work effectively with all levels of personnel.
  • Experience with Microsoft Office products including Microsoft Word, Excel, Access and PowerPoint.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • 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. 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.

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Hancock Whitney's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Hancock Whitney's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Hancock Whitney's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.