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 & QualificationsCandidates 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 Responsibilities9.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.
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
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