Relationship Manager - Private Wealth & Tax Solutions (Southwest Region)Wilson Hand LLC • New Orleans, LA, US
Relationship Manager - Private Wealth & Tax Solutions (Southwest Region)
Wilson Hand LLC • New Orleans, LA, US
9 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 Southwest Region which includes the following states : KS, OK, TX, LA, and AR
- 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 • New Orleans, LA, US
Related jobs
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
A company is looking for a Partnerships Manager to help scale their partnerships motion.Key Responsibilities Take full ownership of the Agency Partner Program, including onboarding and co-marketi...Show more A company is looking for a Managing Director, Business Development / Investor Relations.Key Responsibilities Lead fundraising initiatives from outreach to closing Oversee the fundraising pipeline ...Show more A company is looking for a Strategic Partnership Manager, Affinity Sales.Key Responsibilities Identify prospects, initiate outreach, and engage with potential business partners Close B2B sales a...Show more A company is looking for an Affiliate Manager with financial services experience.Key Responsibilities Develop proactive affiliate marketing strategies and manage day-to-day operations of multiple...Show more A company is looking for a Private Wealth Assistant to support a Managing Director in Wealth Management.Key Responsibilities Provide day-to-day support including expense management, travel coordi...Show more A company is looking for a Relationship Manager to develop and maintain effective client relationships.Key Responsibilities Develop and maintain relationships within an existing customer portfoli...Show more A company is looking for a Client Relationship Manager responsible for fostering relationships with key clients in the biotech and pharmaceutical sectors.
Key Responsibilities Build and maintain s...Show more A company is looking for a Director, Investor Relations.Key Responsibilities Lead the planning and execution of the quarterly earnings process, including preparation of communications and present...Show more A company is looking for a Mortgage Business Development Representative.Key Responsibilities : Identify and engage prospective Real Estate Agents, Loan Originators, and potential customers Develo...Show more A company is looking for a Manager, Employer and Payor Partnerships.Key Responsibilities Own and execute a payor and employer engagement and sales strategy, including creating a business plan and...Show more 
ProPartners Financial is the largest provider of credit programs for the direct sellers of crop inputs and seed in the nation with locations in St.
Join us and be part of one of the most important a...Show more A company is looking for an Alternative Investment Sales Specialist Account Executive.Key Responsibilities Develop and implement a business plan to achieve sales goals for alternative investments...Show more A company is looking for a Mortgage Loan Originator.Key Responsibilities Originate mortgage loans in accordance with company guidelines and lending regulations Conduct borrower interviews to gat...Show more A company is looking for a Principal, Business Development / Investor Relations.Key Responsibilities Lead fundraising initiatives alongside co-founders and head of investor relations Build and m...Show more A company is looking for a Wealth Transition Services Senior Manager - Estate & GST Reviewer.Key Responsibilities Review United States Estate and Generation-Skipping Transfer Tax Returns and stat...Show more A company is looking for a Partnership Manager - Financial Solutions.Key Responsibilities Identify and cultivate partnerships and sponsorships to enhance the visibility and growth of financial so...Show more A company is looking for a Wholesale Mortgage Sales Manager to lead a team of Account Managers and drive success in the wholesale mortgage channel.
Key Responsibilities Lead and coach a team of Ac...Show more
Tax Senior Manager - Private Client Services
EisnerAmper • New Orleans, LA, United States
Full-time
Last updated: 30+ days ago • Promoted
Partnerships Manager
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 30+ days ago • Promoted
Managing Director, Investor Relations
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 5 days ago • Promoted
Strategic Partnerships Manager
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 30+ days ago • Promoted
Affiliate Manager for Financial Services
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 1 day ago • Promoted
Private Wealth Assistant
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 5 days ago • Promoted
Relationship Manager
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 30+ days ago • Promoted
Client Relationship Manager
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 30+ days ago • Promoted
Director of Investor Relations
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 30+ days ago • Promoted
Mortgage Business Development Representative
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 30+ days ago • Promoted
Manager of Payor Partnerships
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 16 days ago • Promoted
Sr Business Development Partner (Southeast Territory - TX, LA, MS, AL, FL)
Compeer Financial • New Orleans, LA, United States
Full-time
Last updated: 2 days ago • Promoted
Illinois Licensed Alternative Investment Executive
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 2 days ago • Promoted
NMLS Licensed Mortgage Originator
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 30+ days ago • Promoted
Principal, Investor Relations
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 5 days ago • Promoted
CPA Licensed Wealth Transition Manager
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 30+ days ago • Promoted
Partnership Manager for Financial Solutions
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 5 days ago • Promoted
NMLS Licensed Wholesale Mortgage Manager
VirtualVocations • New Orleans, Louisiana, United States
Full-time
Last updated: 3 days ago • Promoted