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Senior Relationship Developer

Senior Relationship Developer

PrincePerelsonSalt Lake City, Utah
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Senior Relationship Developer | Private Wealth

Location : Salt Lake City, UT (or surrounding areas)

A premier private wealth advisory firm in Utah is seeking a Senior Relationship Developer to join its leadership team. This is a high-impact role working with high-net-worth and ultra-high-net-worth clients , focused on building deep, trusted relationships and delivering tailored strategies across estate planning, asset protection, tax strategy, and legacy planning.

What You’ll Do :

  • Lead new client acquisition through your network, COIs, and partnerships with advisors, CPAs, and private bankers
  • Serve as the primary relationship lead for a portfolio of sophisticated clients
  • Collaborate with internal experts to design bespoke wealth strategies

Represent the firm at client, referral, and industry events

Who We’re Looking For :

  • 7+ years in private wealth, estate planning, trust / fiduciary, or financial services
  • Proven success in consultative sales and business development with HNW / UHNW clients
  • Strong personal network of potential clients and referral sources
  • Exceptional communicator skilled in building trust at the highest levels

    What’s Offered :

  • Performance-based compensation with uncapped income potential
  • Warm lead sources and established referral partnerships
  • Full support from a nationally recognized legal team
  • Autonomy, flexibility, and the ability to shape client relationships

    If you’re a strategic, client-centric professional who thrives in a relationship-driven environment, this is an opportunity to make a major impact.

    PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

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    Relationship Senior Relationship • Salt Lake City, Utah

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