Relationship Manager - Private Wealth & Tax Solutions (US only)

Position Summary

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.

Requirements

• Required Background & Qualifications
• Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to:
• 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
• Professional Experience:
• 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
• Prominent 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

Key Responsibilities

• 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 SP 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 first 90 days with the goal of signing up between 8 to 10 companies to generate greatest chance of earning basic income within 2-3 months which then allows transition to toerh long-term type products offer 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 first 90 days
• 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)
• Client Success & Growth:
• 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