Salt Lake City, Utah, United States · Remote OK
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 W…
Skills: Private Wealth Management, Tax Planning, Business Development, Relationship Management, Financial Planning
Salt Lake City, Utah, United States • Remote OK
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The Relationship Manager is responsible for cultivating and managing strategic partners and high-net-worth clients to drive the adoption of tax and wealth preservation services. This includes converting leads, developing tailored financial solutions, and maintaining long-term professional partnerships.
Candidates need at least 7 years of experience in private wealth, tax, or financial planning with a proven track record in business development for high-net-worth individuals. A CPA credential or significant accounting background is strongly preferred.
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 only position with the potential to earn $1,000,000M annually. We also have an initial program designed to assist you in generating/earning a basic income within the first 90 days.
Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry.
Relationship Managers report directly to the Chief Operations Officer.
Remote position but MUST live in the United States, home office located in Salt Lake City, Utah.
Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to:
Education & Credentials:
Professional Experience:
Client Development:
Client Success & Growth:
The Power of Many | Delivering Trustworthy Solutions | Experienced, Innovative, and Diverse Legal Team
We work with corporations and private entities ensuring that business is conducted accurately. We work tirelessly to make business investments fair, transparent, and beneficial to all involved. Wilson Hand strives to be a trusted advocate for all our clients. We offer a portfolio of tax mitigation strategies through our network of Financial Advisors, Wealth Managers/Advisors, Financial Consultants, Tax Strategists, and Estate Attorneys with a client base of business owners and individuals with a high six-figure taxable income that will benefit from our tax products. We provide our strategic partners with strategies and tools helping them make educated and thoughtful recommendations to their clients. With our exclusive tax mitigation strategies, we assist individuals and business owners in having authority and control over how they reinvest the value they create by continually working to keep an increasing amount of capital in the private economy. Areas of Expertise: 📍Capital Markets Transactional Securities Regulatory Securities Litigation Securities Administrative Securities 📍Corporate Finance Stock Sales Bond Transaction Federal Regulations of Securities Financial Management 📍Securities Law U.S. SEC Filings Securities Filings Private Placements 📍Tax International Tax Law Real Estate Transactions [Including REITs] Mutual Fund 📍Tax Litigation Tax Court Federal District Court Court of Federal Claims Criminal Court [Tax Fraud] 📍Mergers & Acquisitions Identify Business Objectives Complex/Strategic Mergers Acquisitions Dispositions of Businesses & Their Assets Leveraged Buyouts & Recapitalizations Proxy Contests Stock Swaps Rollups Equity Transactions Tender Offers Asset Exchanges Business Restructuring Spin-offs M&A Legal Due Diligence 📍Estate Planning Wills & Living Trusts Charitable Trusts Advance Directives Tax Filing & Electives Orderly Distribution of Assets
Offices: Salt Lake City, Utah, US · Salt Lake City, US
The Power of Many | Delivering Trustworthy Solutions | Experienced, Innovative, and Diverse Legal Team
We work with corporations and private entities ensuring that business is conducted accurately. We work tirelessly to make business investments fair, transparent, and beneficial to all involved. Wilson Hand strives to be a trusted advocate for all our clients. We offer a portfolio of tax mitigation strategies through our network of Financial Advisors, Wealth Managers/Advisors, Financial Consultants, Tax Strategists, and Estate Attorneys with a client base of business owners and individuals with a high six-figure taxable income that will benefit from our tax products. We provide our strategic partners with strategies and tools helping them make educated and thoughtful recommendations to their clients. With our exclusive tax mitigation strategies, we assist individuals and business owners in having authority and control over how they reinvest the value they create by continually working to keep an increasing amount of capital in the private economy. Areas of Expertise: 📍Capital Markets Transactional Securities Regulatory Securities Litigation Securities Administrative Securities 📍Corporate Finance Stock Sales Bond Transaction Federal Regulations of Securities Financial Management 📍Securities Law U.S. SEC Filings Securities Filings Private Placements 📍Tax International Tax Law Real Estate Transactions [Including REITs] Mutual Fund 📍Tax Litigation Tax Court Federal District Court Court of Federal Claims Criminal Court [Tax Fraud] 📍Mergers & Acquisitions Identify Business Objectives Complex/Strategic Mergers Acquisitions Dispositions of Businesses & Their Assets Leveraged Buyouts & Recapitalizations Proxy Contests Stock Swaps Rollups Equity Transactions Tender Offers Asset Exchanges Business Restructuring Spin-offs M&A Legal Due Diligence 📍Estate Planning Wills & Living Trusts Charitable Trusts Advance Directives Tax Filing & Electives Orderly Distribution of Assets
Offices: Salt Lake City, Utah, US · Salt Lake City, US
