Senior Relationship Manager Private Wealth

Pay : $75000.00 - $100000.00 per year

Why This Is a Great Opportunity

• Join a high-impact role with uncapped earning potential.
• Work directly with high-net-worth and ultra-high-net-worth clients.
• Build your own book with strong warm leads and a respected brand behind you.
• Partner with elite attorneys CPAs and financial professionals to deliver sophisticated planning solutions.
• Thrive in an entrepreneurial environment with autonomy support and national reach.

Location

This is an on-site position based in Salt Lake City Utah with regular nationwide travel to meet clients and referral partners.

Note

Candidates must have proven consultative sales experience in private wealth trust / estate financial advisory or a related high-net-worth client environment.

About Our Client

Our client is a law-firm-led multi-family office serving high- and ultra-high-net-worth individuals families and business owners nationwide. Their integrated platform includes estate planning business tax strategy asset protection accounting and tax preparation with access to financial and investment advisory services through strategic partners.

Job Description

Grow the firms client base by leveraging your network COIs and professional partnerships.

Lead relationship management for a portfolio of high-net-worth and ultra-high-net-worth clients.

Identify opportunities across legal tax accounting and financial advisory services.

Develop and execute a personalized business development plan with firm leadership.

Conduct discovery meetings to understand client goals needs and planning gaps.

Partner with attorneys CPAs and advisors to create bespoke wealth planning strategies.

Represent the firm at key events client engagements and referral-driven functions.

Maintain accurate CRM notes pipeline tracking and activity reporting.

Qualifications

7 years of experience in private wealth trust / estate planning fiduciary services or financial services.

Proven success in consultative sales with high-net-worth or ultra-high-net-worth clients.

Established network of referral sources and potential clients.

Strong understanding of wealth tax and estate planning concepts.

Exceptional communication skills and relationship-building ability.

Bachelors degree required.

Why Youll Love Working Here

Uncapped commissions and strong base salary.

Warm leads and national referral partnerships built into the role.

Work alongside nationally recognized legal tax and accounting experts.

A respected brand that accelerates trust and credibility.

Entrepreneurial culture with room to expand innovate and grow.

JPC-484

Job Type : Full-time

Benefits :

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Requirements : Must have 5 years exp working with high net worth individuals. Must have sales track record (look for job titles / sales responsibilities). Must have Bachelors degree. Relocation : NO. PACK : NO

Submissions Name / Travis and Jade / ;

Quick Recruiter Reference (Internal Summary)

Multi-family office led by attorneys offering estate planning tax strategy and asset protection to high-net-worth clients. This role is primarily a consultative sales role focused on relationship management and new client acquisition. Ideal candidates come from private wealth trust / estate or financial services with strong COI networks.

Recruiters Submission : To submit cancel - Senior Relationship Manager Private Wealth - Private Wealth Law Group. - JPC 484 - Source

New Job Order Alert

Client job title : Senior Relationship Manager Private Wealth

Location : Salt Lake City UT

On-site hybrid remote : On-site

Experience : 5

Good fit job titles / keywords for candidates : Senior Relationship Manager Private Wealth Advisor Wealth Strategist Business Development Manager Trust Officer Estate Planning Strategist Ultra-High-Net-Worth Advisor High-Net-Worth Relationship Manager Financial Services Sales

# of hires needed : 1

Open or not to recruiters on TE : NO

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Full Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 75000 - 100000