Talent.com
Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region)
Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region)Wilson Hand LLC • Dayton, OH, US
[error_messages.no_longer_accepting]
Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region)

Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region)

Wilson Hand LLC • Dayton, OH, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters.remote]
  • [filters_job_card.quick_apply]
[job_card.job_description]

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.

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 Revenue Officer.

Must live in the Great Lakes Region which includes the following states : ND, SD, NE, MN, WI, MO, IA, MI, OH, IN, IL, and KY

  • YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE REGION SPECIFIED ABOVE

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.

    • 9.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

  • 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)

    • Client Success & Growth :

  • Client retention and satisfaction scores
  • Product penetration and expansion revenue per client
  • Strategic Partner activation and ongoing engagement metrics
  • Revenue growth trajectory across assigned client base
    • [job_alerts.create_a_job]

    Tax Private Tax Manager • Dayton, OH, US

    [internal_linking.related_jobs]
    Travel Physical Therapist (PT) - $2,136 per week in Lebanon, OH

    Travel Physical Therapist (PT) - $2,136 per week in Lebanon, OH

    Care Career • Lebanon, OH, US
    [job_card.full_time]
    Physical therapists work with patients to improve their movement and manage their pain.PTs use a variety of techniques to help their patients, including hands-on therapy, strengthening and stretchi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,746 to $1,816 per week in Troy, OH

    Travel Physical Therapist (PT) - $1,746 to $1,816 per week in Troy, OH

    AlliedTravelNetwork • TROY, OH, US
    [job_card.full_time]
    AlliedTravelNetwork is working with AMN Healthcare Allied to find a qualified Physical Therapist (PT) in TROY, Ohio, 45373!. Job Description & Requirements.Physical Therapist - Outpatient - (PT)...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,902 to $2,292 per week in Troy, OH

    Travel Occupational Therapist (OT) - $1,902 to $2,292 per week in Troy, OH

    Fusion Medical Staffing • Troy, OH, US
    [job_card.full_time]
    Travel Occupational Therapist (OT).Fusion Medical Staffing is seeking a skilled Occupational Therapist for a 13-week travel assignment in Troy, Ohio. As a member of our team, you'll have the opportu...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Key Private Bank Relationship Manager

    Key Private Bank Relationship Manager

    KeyCorp • Dayton, OH, US
    [job_card.full_time]
    Location : 130 W 2nd Street, Suite 1950, Dayton Ohio.Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investm...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,659 to $1,808 per week in West Chester, OH

    Travel Physical Therapist (PT) - $1,659 to $1,808 per week in West Chester, OH

    Host Healthcare • West Chester, OH, US
    [job_card.full_time]
    Host Healthcare is an award-winning travel healthcare company with an immediate opening for this Physical Therapist position in West Chester, OH. If you are interested in this position, please conta...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Licensed Hair Stylist - Troy Triangle Center

    Licensed Hair Stylist - Troy Triangle Center

    Great Clips • TROY, Ohio, United States
    [job_card.full_time] +1
    Join a locally owned Great Clips® salon, the world's largest salon brand, and be one of the GREATS! Whether you're new to the industry or have years behind the chair…great opportunities await!!.If ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,990 per week in Piqua, OH

    Travel Physical Therapist (PT) - $1,990 per week in Piqua, OH

    Core Medical Group • Piqua, OH, US
    [job_card.full_time]
    Client in OH seeking Physical Therapist : Outpatient / Clinic.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role.Contract / travel...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Mortgage Banker (Northern CA)

    Private Mortgage Banker (Northern CA)

    Bmo • Dayton, OH, US
    [job_card.part_time]
    Wealth Sales & Service Specialist.Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of speci...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Asset & Wealth Management Tax Manager

    Asset & Wealth Management Tax Manager

    PwC • St Bernard, OH, United States
    [job_card.full_time]
    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Tax Services- Private Tax Partnerships - Manager

    Business Tax Services- Private Tax Partnerships - Manager

    EY • St Bernard, OH, United States
    [job_card.full_time]
    At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Professional - Retirement Benefits Group - OH, Cincinnati (5085)

    Financial Professional - Retirement Benefits Group - OH, Cincinnati (5085)

    Equitable Services • St Bernard, OH, United States
    [job_card.full_time]
    Financial Professional - Retirement Benefits Group - OH, Cincinnati (5085) ( 230000YA ).Join Equitable Advisors : A Pathway to Possibilities and Positive Impact. Are you ready to make a real differen...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,967 per week in West Chester, OH

    Travel Physical Therapist (PT) - $1,967 per week in West Chester, OH

    Medical Solutions • West Chester, OH, US
    [job_card.full_time]
    A facility in West Chester, OH is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nation...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $2,286 per week in Troy, OH

    Travel Occupational Therapist (OT) - $2,286 per week in Troy, OH

    Atlas MedStaff • Troy, OH, US
    [job_card.full_time]
    Atlas Medstaff is currently seeking candidates in the Occupational Therapist (Occupational Therapist) profession for a 13 week contract in the Troy, Ohio area. Atlas Medstaff is a premier staffing f...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Client Relationship Consultant 2 (Banker) Middletown, OH Office

    Client Relationship Consultant 2 (Banker) Middletown, OH Office

    KY Staffing • Middletown, OH, US
    [job_card.full_time]
    Bank Client Relationship Consultant.Bank, we are on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communitie...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Transformation & Financial Flexibility Manager

    Transformation & Financial Flexibility Manager

    Anaplan • Dayton, OH, US
    [job_card.full_time]
    Transformation & Financial Flexibility Manager.At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Trading Specialist / Portfolio Manager

    Trading Specialist / Portfolio Manager

    Stratos Wealth Partners LLC • Blue Ash, OH, US
    [job_card.full_time]
    About Retirement Corporation of America.At Retirement Corporation of America (RCA), we pride ourselves on delivering a client-centered experience rooted in personalized service and proactive financ...[show_more]
    [last_updated.last_updated_variable_days]
    Travel Physical Therapist (PT) - $1,675 per week in Lebanon, OH

    Travel Physical Therapist (PT) - $1,675 per week in Lebanon, OH

    Triage Staffing LLC • Lebanon, OH, US
    [job_card.full_time]
    Travel Rehab : Physical Therapy Lebanon.Shift Details : 8H Days (12 : 00 AM-12 : 00 PM).Length : 13 WEEKS 13 weeks.Apply for specific facility details.[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Manager II

    Relationship Manager II

    WPCU • Dayton, OH, US
    [job_card.full_time]
    The Relationship Manager II ("RM2") is responsible for creating and servicing productive relationships with business owners resulting in active participation in the services of the credit union, sp...[show_more]
    [last_updated.last_updated_30] • [promoted]