Relationship Manager – Private Wealth, Tax Solutions

Job not on LinkedIn

November 24

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⏳ Contract/Temporary

🟠 Senior

🔴 Lead

💰 Account Manager

Apply Now

Receive Emails with Similar Jobs

Wilson Hand LLP

WebsiteLinkedInAll Job Openings

Finance • Real Estate • Enterprise

Wilson Hand LLP is a firm specializing in wealth management and tax mitigation strategies tailored for business owners, real estate investors, and affluent individuals. The company goes beyond traditional wealth management by offering personalized investment strategies designed to grow and protect wealth. Their services include asset protection, business succession planning, estate planning, and mergers and acquisitions. Wilson Hand LLP also assists with securities and corporate finance, tax controversy, and transnational planning, ensuring that clients' financial legacies are secure. By providing unique, personalized solutions, they address the complex challenges facing their clients, focusing on minimizing tax burdens and maximizing wealth preservation.

11 - 50 employees

💸 Finance

🏠 Real Estate

🏢 Enterprise

📋 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.

🎯 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)