Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region)
Wilson Hand LLCChicago, IL, US6 days ago
Job type
- Full-time
- Remote
- Quick Apply
Job descriptionA 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. 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 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. 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. 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 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
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 :
Professional Experience :
Benefits
Key Responsibilities
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
Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services.
Key Performance Indicators
Client Development :
Client Success & Growth :
Create a job alert for this search
Relationship Manager • Chicago, IL, US
Related jobs
Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 30+ days ago
Synergy Medical Staffing is seeking a travel Physical Therapist for a travel job in Hobart, Indiana.Job Description & Requirements.
Shift : 5x8 Days, 08 : 00 : 00-16 : 00 : 00, 8.When you join Synergy Me...Show moreLast updated: 24 days ago
Go Healthcare is seeking a travel Physical Therapist for a travel job in Hobart, Indiana.Job Description & Requirements.Pay package is based on 8 hour shifts and 40 hours per week (subject to c...Show moreLast updated: 26 days ago
Aequor Allied is seeking a travel Outpatient Physical Therapist for a travel job in Highland Park, Illinois.Job Description & Requirements.Show moreLast updated: 1 day ago
Join an elite group of sales professionals bringing customized, white glove experiences directly in the customers home.Field Sales Representatives at AT&T are driven to connect every interaction i...Show moreLast updated: 6 hours ago
Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show moreLast updated: 13 days ago Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 30+ days ago 
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We do this by driving Responsible Growth and delivering for our clien...Show moreLast updated: 1 day ago Private Wealth Management Relationship Manager.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, an...Show moreLast updated: 30+ days ago 
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.
New York, London, San Francisco, Los Angele...Show moreLast updated: 30+ days ago At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 30+ days ago 
Physical Therapist for a travel job in Chicago Heights, Illinois.Job Description & Requirements.When it comes to finding the perfect locums assignment, sometimes it is all about who you know.CompHe...Show moreLast updated: 30+ days ago
Commercial Relationship Manager.At Midland, we're proud to be a little different.You can see it in our bright orange signs-but there's more to it than that.
With our heartfelt and personalized appro...Show moreLast updated: 30+ days ago
Aequor Allied is seeking a travel Outpatient Physical Therapist for a travel job in Highland Park, Illinois.Job Description & Requirements.Show moreLast updated: 2 days ago
Anders Group is seeking a travel Physical Therapist for a travel job in Hobart, Indiana.Job Description & Requirements.Pay package is based on 8 hour shifts and 40 hours per week (subject to co...Show moreLast updated: 26 days ago
Representative – Commercial Division.We are seeking a motivated and dynamic Business.Management professional to join our growing Commercial Division in the disaster restoration industry.This ...Show moreLast updated: 13 days ago
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and...Show moreLast updated: 30+ days ago Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 30+ days ago
- Promoted
Insurance Sales Representative - Bonuses and Travel Incentives
Platinum Supplemental InsuranceGary, IndianaFull-time
- Promoted
Travel Physical Therapist
Synergy Medical StaffingHobart, IN, USPermanent
- Promoted
Travel Physical Therapist
Go HealthcareHobart, IN, USFull-time
- Promoted
Travel Outpatient Physical Therapist
Aequor AlliedHighland Park, IL, USFull-time
- Promoted
- New!
Field Sales Representative
AT&TZion, IL, USFull-time
- Promoted
Licensed Marriage and Family Therapist
HeadwayNaperville, IL, USFull-time
- Promoted
Sales Representative - Bonuses and Travel Incentives
Platinum Supplemental InsuranceGary, IndianaFull-time
- Promoted
Relationship Banker
Bank of AmericaElmhurst, IL, USFull-time
- Promoted
Private Wealth Relationship Manager
Bank of AmericaChicago, IL, USFull-time
Private Wealth Tax Manager
Baker Tilly Advisory Group, LPUSA, Illinois, ChicagoFull-time
- Promoted
Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit (Chicago)
Bank of AmericaChicago, IL, USFull-time
- Promoted
Travel Physical Therapist - $2,276 per week
CompHealth Inc.Chicago Heights, IL, United StatesPermanent
- Promoted
Sr. Commercial Relationship Manager
Midland States BankJoliet, IL, USFull-time
- Promoted
Travel Outpatient Physical Therapist - $2,560 per week
Aequor AlliedHighland Park, IL, United StatesFull-time
- Promoted
Travel Physical Therapist
Anders GroupHobart, IN, USFull-time
- Promoted
Business Development, Relationship Representative, Commercial Division
Pop-Up TalentBlue Island, IL, USFull-time
- Promoted
Tax Manager - Private Wealth
DeloitteChicago, IL, USFull-time
- Promoted
Sales Representative - Luxury Travel Incentives
Platinum Supplemental InsuranceGary, IndianaFull-time