Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region)Wilson Hand LLC • Dayton, OH, US
Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region)
Wilson Hand LLC • Dayton, OH, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.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 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 :
serp_jobs.job_alerts.create_a_job
Relationship Manager • Dayton, OH, US
Job_description.internal_linking.related_jobs
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Performs a wide range of dutie...serp_jobs.internal_linking.show_more
The Provider Relations Account Manager is responsible for working in a highly matrixed organization and influencing internal stakeholder relationships.
This role will engage with providers to build,...serp_jobs.internal_linking.show_more Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Selected candidates are intend...serp_jobs.internal_linking.show_more 
Skyline Med Staff Allied is seeking a travel Physical Therapist for a travel job in Fairfield, Ohio.Job Description & Requirements.
Join the Top- Rated Travel Healthcare Team!.Skyline Med Staff ...serp_jobs.internal_linking.show_more
Flexible schedule with hybrid options located in Greenville, OH.The Tax Manager is a key leadership position within the firm, responsible for managing and reviewing complex tax engagements for indi...serp_jobs.internal_linking.show_more
Lucid Staffing Solutions is seeking a travel Physical Therapist for a travel job in Fairfield, Ohio.Job Description & Requirements.
Physical Therapist (PT) ready to make a meaningful impact whil...serp_jobs.internal_linking.show_more
Golden Reserve is looking for an experienced financial retirement planner for our locations in Centerville and Tipp City.
We know the challenges you face to make it in the financial industry.Particu...serp_jobs.internal_linking.show_more Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Selected candidates are intend...serp_jobs.internal_linking.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 ...serp_jobs.internal_linking.show_more
Host Healthcare is seeking a travel Physical Therapist for a travel job in Fairfield, Ohio.Job Description & Requirements.
Pay package is based on 8 hour shifts and 32 hours per week (subject to...serp_jobs.internal_linking.show_more The Manager, Provider Relations is responsible for overseeing and encouraging the collaboration with key Health Partners in the development of specific strategies for enhanced operational engagemen...serp_jobs.internal_linking.show_more Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Selected candidates are intend...serp_jobs.internal_linking.show_more 
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.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 ...serp_jobs.internal_linking.show_more Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Selected candidates are intend...serp_jobs.internal_linking.show_more Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Selected candidates are intend...serp_jobs.internal_linking.show_more Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Selected candidates are intend...serp_jobs.internal_linking.show_more Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Selected candidates are intend...serp_jobs.internal_linking.show_more
Mortgage Loan Originator
Fifth Third Bank • Xenia, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Provider Relations Account Manager
CareSource • Dayton, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Retail Personal Banker l - Cincinnati (Hamilton County)
Fifth Third Bank • Fairfield, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Travel Physical Therapist
Skyline Med Staff Allied • Fairfield, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Tax Manager
Jones & Company, LLC • Wayne Lakes Park, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Travel Physical Therapist
Lucid Staffing Solutions • Fairfield, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor - Retirement Planner
Golden Reserve LLC • Dayton, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Retail Personal Banker l - Cincinnati
Fifth Third Bank • Kenwood, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote FP&A Manager – AI Trainer ($50-$60 / hour)
Data Annotation • Huber Heights, Ohio
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel Physical Therapist
Host Healthcare • Fairfield, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Manager, Provider Relations
CareSource • Dayton, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Personal Banker II - North Cincinnati Region
Fifth Third Bank • Maineville, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage & Family Therapist (LMFT)
LifeStance Health • Pleasant Plain, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data Annotation • Huber Heights, Ohio
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Personal Banker I - Southwest Dayton & Northern Cincinnati regions
Fifth Third Bank • Liberty Township, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Personal Banker Associate I
Fifth Third Bank • Englewood, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Personal Banker ll - Cincinnati, all areas
Fifth Third Bank • Kenwood, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Personal Banker II - Southwest Dayton & Northern Cincinnati regions
Fifth Third Bank • Maineville, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted