Trust Sales Support Specialist

Hancock Whitney•New Orleans, LA

About The Position

Responsible for providing presentation and sales support for Trust and Asset Management Groups. This role involves managing projects related to the design, development, and layout of internal and external marketing materials, brochures, direct mail campaigns, presentation templates, newsletters, and slicks, in alignment with corporate marketing and Wealth Management marketing strategies. The specialist will coordinate with marketing and sales teams to prepare proposals, presentations, and update marketing materials and RFPs for new business and existing accounts. They will also work with Trust and Asset Management teams to produce and distribute client and advisor communications, including product updates, economic overviews, and investment commentary. Direct support for institutional business development and sales officers, product wholesalers, and the HHF Product Manager is required, encompassing CRM management, marketing material distribution, and collateral requests. The position assists Regional Marketing Managers with planning and managing events, seminars, and conferences to promote Trust & Asset Management products and services. Additional duties include managing and maintaining the Trust Marketing Library on SharePoint, assisting the Wealth Segment Marketing Manager and corporate marketing with strategic initiatives and administrative needs, and performing ad hoc projects for the Trust & Asset Management department and Division Executive. The specialist will also evaluate and recommend equipment and software to enhance production and workflow, and manage inventory for marketing products and supplies. This role requires working with diverse teams across different locations, managing multiple projects with tight deadlines, and taking initiative to ensure deadlines are met through effective communication.

Requirements

Bachelor’s degree or equivalent preferably in Marketing, Finance, Accounting or Management.
Two years of related experience and/or training, or equivalent combination of education and experience.
Advanced skills in PowerPoint, MS Word, Excel, and MS Publisher.
Intermediate skills in SharePoint and MS Outlook.
Exceptional writing and editing skills.
Strong organization skills.
High attention to details.
Must be able to manage multiple projects with very tight deadlines.
Have an eye for page layout design.
Highly adept at spelling, grammar and proof reading.
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 travel if required to perform the essential job functions.
Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions.

Nice To Haves

Skills in Salesforce preferred.

Responsibilities

Works and coordinates with other members of marketing and sales teams to prepare and complete proposals, presentations, updates of marketing materials and RFP's as needed to support new business activities and ongoing management of existing accounts.
Works and coordinates with Trust and Asset Management teams to produce and distribute both client and advisor communication pieces including but not limited to product updates, economic overviews, e-mail alerts, performance updates, investment commentary etc.
Provides direct support for institutional business development and sales officers, product wholesalers and HHF Product Manager including but not limited to CRM management, distribution of marketing material, collateral requests, mailings, etc.
Assists and coordinates with Regional Marketing Managers with planning and management of internal and external events, corporate events, seminars and conferences to promote Trust & Asset Management products, to bring attention to Trust & Asset Management services, and to ensure appropriate Trust attendance and business development with events.
Assists with management and maintenance of the Trust Marketing Library on SharePoint.
Coordinates with and provides general assistance to the Wealth Segment Marketing Manager and corporate marketing with marketing projects, strategic initiatives and administrative needs of the Trust and Asset Management department.
Performs ad hoc projects as needed by Trust & Asset Management department and Division Executive.
Evaluates and recommends printers, binding machines and software necessary to enhance production and work flow management.
Responsible for maintenance and inventory control for all marketing-end products (brochures, etc.) and supplies relating to color printer and binding machines for Trust and Asset Management.
Responsible for working with groups of people in different locations on most projects with tight deadlines.
Must take the initiative to begin most projects and motivate others to meet these deadlines through conference calls and emails.
Responsible for managing multiple projects with very tight deadlines.