Relationship Manager – Private Wealth & Tax Solutions

📋 Description

• Position Overview – The Relationship Manager (RM) is a senior role focused on business development and client relationships, tasked with nurturing, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand.

• The RM acts as the primary representative of the WH/Hancock Martin team, facilitating communication between Strategic Partners, their clients, and Wilson Hand's array of tax mitigation and wealth preservation services.

• Relationship Managers utilize their knowledge in private wealth law, tax planning, financial planning, and business valuation to identify and engage with Strategic Partners and their clientele, forming collaborations with WHHM.

• The RM adopts a team-oriented approach, guiding clients and partners throughout the entire transaction lifecycle while upholding the highest standards of professionalism expected in the private wealth sector.

• Relationship Managers report directly to the Chief Revenue Officer.

⛳️ Requirements

• A proven focus on private wealth, tax, or business law.

• CPA credential or a substantial background in accounting/tax is strongly preferred.

• Additional qualifications such as CFP, enrolled agent status, or business valuation certifications are appreciated but not mandatory.

• At least 7 years of experience in private wealth management, tax planning, financial planning, or related advisory fields.

• Demonstrated success in business development and managing relationships with high-net-worth individuals and families.

• Experience in tax strategy development, business succession planning, wealth preservation, or estate planning.

• Background working with business brokers, M&A professionals, or transaction intermediaries.

• Proven ability to manage complex client relationships and convert prospects into lasting partnerships.

• Sales experience catering to or servicing high-net-worth individuals and strategic business partners.

🏝️ Benefits

• Develop, Nurture & Manage Relationships – Establish and maintain significant professional relationships with Strategic Partners and their clients, positioning Wilson Hand as a trusted advisor for sophisticated tax and wealth planning solutions.

• Strategic Partner Conversion – Engage with qualified leads generated by the Lead Generation Department, converting prospects into active Strategic Partners through consultative selling and showcasing expertise.

• Client Portfolio Management – Oversee and enhance assigned client and SP portfolios with an emphasis on retention, satisfaction, and increasing service utilization.

• Tailored Solution Development – Evaluate client situations and propose personalized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning.

• Identify Upsell & Cross-Sell Opportunities – Proactively seek additional opportunities to expand service offerings to existing clients and partners based on their changing needs.

• Client Issue Resolution – Act as the primary problem-solver and advocate for clients, ensuring all inquiries and concerns are addressed in a professional and timely manner.

• Strategic Partner Training & Support – Offer comprehensive training, marketing resources, and ongoing assistance to Strategic Partners regarding Wilson Hand's tax products and service offerings.

• Cross-Functional Collaboration – Collaborate closely with support teams, the Regional Director, and technical experts to ensure smooth execution of client engagements and deal progression.

• CRM Management & Reporting – Accurately record all prospect interactions, Strategic Partner details, client profiles, and deal progression activities in Zoho to facilitate precise forecasting, reporting, and relationship management.

• Expectations – Conduct 10-15 prospecting meetings weekly with Strategic Partner leads via Teams or other scheduled formats, aiming for a 50% conversion rate to active partnerships.

• Maintain professional relationships with all onboarded Strategic Partners and prospective leads, showcasing Wilson Hand's dedication to partnership excellence.

• Enter and keep comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho in a timely manner.

• Provide Strategic Partners with training materials, ongoing education, and resources regarding Wilson Hand's private wealth tax products.

• Represent Wilson Hand professionally and authoritatively in all client and partner interactions, utilizing your expertise to build credibility and trust.

• Maintain confidentiality and comply with all relevant legal, regulatory, and ethical standards governing private wealth advisory services.

• Key Performance Indicators Client Development - Meet with 100 Core Tax leads annually (8/month or 2/week).

• Convert 50 Core Tax clients annually (4/month or 1/week).

• Meet with 125 CGT leads annually (11/month or 3/week).

• Convert 12 CGT clients annually (1/month).

• Meet with 125 ARP leads annually.

• Convert 25 ARP clients annually (2/month).