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 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.

** YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE UNITED STATES**

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