Texas Licensed Relationship Manager

A company is looking for a Relationship Manager - Private Wealth & Tax Solutions (Southwest Region).

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 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 and relationship management with high-net-worth individuals

Experience in tax strategy development, business succession planning, or estate planning

Background in managing complex client relationships and converting prospects into partnerships