Relationship Manager – Private Wealth, Tax Solutions

This is a fully remote position, open to applicants in Utah.

📋 Description

• Establish and nurture significant professional relationships with Strategic Partners and their clients.

• Engage with qualified leads sourced by the Lead Generation Department and transform prospects into active Strategic Partners.

• Oversee and enhance assigned client and Strategic Partner portfolios.

• Evaluate client situations and propose tailored private wealth solutions.

• Proactively identify additional opportunities to broaden service offerings for existing clients and partners.

• Act as the primary problem-solver and advocate for clients.

• Deliver comprehensive training, marketing resources, and ongoing support to Strategic Partners.

• Collaborate closely with support teams, the Regional Director, and technical specialists.

• Record all interactions with prospects, Strategic Partner details, client profiles, and deal progression activities.

⛳️ Requirements

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

• CPA designation or substantial accounting/tax experience is highly 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 achievement in business development and relationship management with high-net-worth individuals and families.

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

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

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

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

🏝️ Benefits

• Develop, Nurture & Manage Relationships – Build and sustain meaningful 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 – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise.

• Client Portfolio Management – Maintain and grow assigned client and Strategic Partner portfolios with a focus on retention, satisfaction, and expanding service utilization.

• Tailored Solution Development – Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning.

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

• Client Issue Resolution – Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly.

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

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

• CRM Management & Reporting – Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management.

• Expectations – Focus on Wellness Pro product during the first 90 days with the goal of signing up between 8 to 10 companies to generate the greatest chance of earning basic income within 2-3 months, allowing transition to other long-term type products offered by the firm.

• Conduct 10-15 prospecting meetings per week with Strategic Partner leads via Teams or other scheduled formats, targeting a 50% conversion rate to active partnerships.

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

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

• 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, leveraging your expertise to establish credibility and trust.

• Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services.

• Key Performance Indicators – Client Development: Sign up 8-10 companies with Wellness Pro during the first 90 days.