Relationship Manager - Private Wealth & Tax Solutions (Southwest Region)Wilson Hand LLC • New Orleans, LA, US
No longer accepting applications
Relationship Manager - Private Wealth & Tax Solutions (Southwest Region)
Wilson Hand LLC • New Orleans, LA, US
13 hours ago
Job type
- Full-time
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
Job Description
Job Description
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
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...Show more
WHEN YOU WORK FOR US, WE WORK FOR YOU\n.With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country.
You also get unmatched service.From the moment y...Show more
Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities.
Since 1908, we have built a legacy upon simple, endu...Show more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more 
Financial Services Tax Team Manager.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy.
These individuals help businesses ...Show more Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more Earn at least $2180 driving with Uber when you complete your first 189 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more 
We are looking for Sales Professional located in : .The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenue and number of merchants within an assigned te...Show more Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
Relationship Manager - Private Wealth & Tax Solutions (Southwest Region)
Wilson Hand LLC • New Orleans, LA, US
Remote
Full-time
Quick Apply
Last updated: 9 days ago
Travel - MRI Tech
Titan Medical Group • Lafitte, LA, US
Full-time
Last updated: 5 hours ago • Promoted • New!
Uber - Sign Up to Drive and Earn
Uber • Larose, LA, US
Full-time +1
Last updated: 3 days ago • Promoted
Commercial Relationship Manager 3
Fidelity Bank • Mandeville, LA, US
Full-time
Last updated: 30+ days ago • Promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data Annotation • Kenner, Louisiana
Remote
Full-time +1
Last updated: 10 days ago • Promoted
Remote FP&A Manager – AI Trainer ($50-$60 / hour)
Data Annotation • Kenner, Louisiana
Remote
Full-time +1
Last updated: 10 days ago • Promoted
Earn Extra Income Driving
Uber • Des Allemands, LA, US
Full-time +1
Last updated: 3 days ago • Promoted
Earn Extra Cash this Summer Driving your Own Car. Drive with Uber!
Uber • Barataria, LA, US
Full-time +1
Last updated: 3 days ago • Promoted
Alternatives To Cash Jobs - Drive with Uber
Uber • Des Allemands, LA, US
Full-time +1
Last updated: 3 days ago • Promoted
Earn on Your Schedule - Drive with Uber
Uber • Barataria, LA, US
Full-time +1
Last updated: 3 days ago • Promoted
Asset & Wealth Management Tax Manager
Louisiana Staffing • New Orleans, LA, US
Full-time
Last updated: 3 days ago • Promoted
Earn Cash - Drive with Uber
Uber • Cut Off, LA, US
Full-time +1
Last updated: 3 days ago • Promoted
Drive with Uber : Earn at least $2180 when you complete 189 trips.
Uber • Lafitte, LA, US
Full-time +1
Last updated: 2 hours ago • Promoted • New!
Relationship Manager
Thrive • New Orleans, Louisiana, .US
Full-time
Quick Apply
Last updated: 30+ days ago
Choose your own schedule - Drive with Uber
Uber • Larose, LA, US
Full-time +1
Last updated: 3 days ago • Promoted
Want to earn extra money? Drive with Uber
Uber • Lafitte, LA, US
Full-time +1
Last updated: 3 days ago • Promoted
Want Cash Jobs? Earn With Uber Instead
Uber • Des Allemands, LA, US
Full-time +1
Last updated: 3 days ago • Promoted
Sign up to Drive with Uber
Uber • Des Allemands, LA, US
Full-time +1
Last updated: 3 days ago • Promoted