CPA Licensed Relationship Manager

A company is looking for a Relationship Manager - Private Wealth & Tax Solutions.

Key Responsibilities

Develop, nurture, and manage relationships with Strategic Partners and their clients

Convert qualified leads into active Strategic Partners through consultative selling

Maintain and grow assigned client and Strategic Partner portfolios, focusing on retention and satisfaction

Required Qualifications

Minimum 7+ years in private wealth management, tax planning, or related advisory disciplines

CPA credential or significant accounting / tax background strongly preferred

Demonstrated success in business development with high-net-worth individuals and families

Experience with tax strategy development and wealth preservation

Proven track record of managing complex client relationships