[Hiring] Relationship Manager - Private Wealth & Tax Solutions @Wilson Hand LLC

Role Description

The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. This is a commission-only position with the potential to earn $1,000,000 annually. We also have an initial program designed to assist you in generating/earning a basic income within the first 90 days.

• Leverage expertise in private wealth law, tax planning, financial planning, and business valuation.
• Identify and engage Strategic Partners and their client base to partner with WHHM.
• Guide clients and partners through the entire transaction lifecycle.
• Maintain the highest standards of professional service expected in the private wealth industry.
• Report directly to the Chief Operations Officer.
• Remote position but MUST live in the United States, home office located in Salt Lake City, Utah.

Qualifications

• A demonstrated focus on private wealth, tax, or business law.
• CPA credential or significant accounting/tax background strongly preferred.
• Additional credentials such as CFP, enrolled agent status, or business valuation certifications are valued but not required.
• Minimum 7+ years in private wealth management, tax planning, financial planning, or related advisory disciplines.
• Demonstrated success in business development and relationship management with high-net-worth individuals and families.
• Background in tax strategy development, business succession planning, wealth preservation, or estate planning.
• Experience with business brokers, M&A professionals, or transaction intermediaries.
• Proven track record of managing complex client relationships and converting prospects into long-term partnerships.
• Sales experience targeting or servicing HNWI clientele and strategic business partners.

Requirements

• Develop, nurture, and manage relationships with Strategic Partners and their clients.
• Meet with qualified leads generated by the Lead Generation Department.
• Maintain and grow assigned client and SP portfolios.
• Assess client circumstances and recommend customized private wealth solutions.
• Identify upsell and cross-sell opportunities.
• Serve as the primary problem-solver and advocate for clients.
• Provide comprehensive training and ongoing support to Strategic Partners.
• Work closely with support teams, the Regional Director, and technical specialists.
• Accurately document all prospect interactions and client profiles in Zoho.

Expectations

• Focus on Wellness Pro product during first 90 days, aiming to sign up 8 to 10 companies.
• Conduct 10-15 prospecting meetings per week with Strategic Partner leads.
• Maintain professional relationships with all onboarded Strategic Partners and prospective leads.
• Enter and maintain comprehensive information on all Strategic Partners and clients in Zoho.
• Provide Strategic Partners with training materials and ongoing education.
• Represent Wilson Hand professionally in all client and partner interactions.
• Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards.

Key Performance Indicators

• Sign up 8-10 companies with Wellness Pro during first 90 days.
• Meet with 100 Core Tax leads annually.
• Convert 50 Core Tax clients annually.
• Meet with 125 CGT leads annually.
• Convert 12 CGT clients annually.
• Meet with 125 ARP leads annually.
• Convert 25 ARP clients annually.
• Client retention and satisfaction scores.
• Product penetration and expansion revenue per client.
• Strategic Partner activation and ongoing engagement metrics.
• Revenue growth trajectory across assigned client base.