The Power of Many

Relationship Manager – Private Wealth, Tax Solutions

Account ManagerSalesContractRemoteTeam 11-50H1B No SponsorCompany Site LinkedIn

Location

California

Posted

111 days ago

Salary

Not specified

7 yrs expEnglish

Job Description

• 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. • Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise. • Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization. • Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning. • Actively identify additional opportunities to expand service offerings to existing clients and partners based on their evolving needs. • Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly. • Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings. • Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression. • 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. • Enter and maintain comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho on a timely basis.

Job Requirements

Required Background & Qualifications**Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to:
Education & Credentials:**
● 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
● 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

Benefits

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.**
Expectations** ● 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:**
● 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)