Relationship Manager – Private Wealth, Tax Solutions

🕒 Julho 7

⛷️ Utah – Remoto

⛷️ Utah – Remote

💵 $1.000.000 / ano

⏳ Contrato/Temporário

🟠 Sênior

🔴 Especialista

💻 Engenheiro de Soluções

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Wilson Hand LLP

SiteLinkedInTodas as Vagas

11 - 50 funcionários

⚖️ Jurídico

💸 Finanças

🏠 Imobiliário

Legal • Finance • Real Estate

A Wilson Hand LLP é uma firma especializada em gestão de patrimônio e estratégias de mitigação fiscal, voltadas para proprietários de empresas, investidores imobiliários e indivíduos de alto patrimônio. A empresa vai além da gestão de patrimônio tradicional, oferecendo estratégias de investimento personalizadas para crescer e proteger o patrimônio. Seus serviços incluem proteção de ativos, planejamento sucessório empresarial, planejamento patrimonial e fusões e aquisições. A Wilson Hand LLP também auxilia com valores mobiliários e finanças corporativas, controvérsias fiscais e planejamento transnacional, garantindo que os legados financeiros dos clientes estejam seguros. Ao fornecer soluções únicas e personalizadas, a empresa enfrenta os complexos desafios que seus clientes enfrentam, concentrando-se em minimizar os encargos fiscais e maximizar a preservação do patrimônio.

Descrição

• Build and sustain meaningful professional relationships with Strategic Partners and their clients. • Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners. • Maintain and grow assigned client and SP portfolios. • Assess client circumstances and recommend customized private wealth solutions. • Actively identify additional opportunities to expand service offerings to existing clients and partners. • Serve as the primary problem-solver and advocate for clients. • Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners. • Work closely with support teams, the Regional Director, and technical specialists. • Document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities.

🎯 Requisitos

• 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

🏖️ Benefícios

• 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 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 first 90 days.