Texas Licensed Relationship ManagerVirtualVocations • Oakland, California, United States
Texas Licensed Relationship Manager
VirtualVocations • Oakland, California, United States
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- serp_jobs.job_card.full_time
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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
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Relationship Manager • Oakland, California, United States
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