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Wilson Hand LLC · 1 month ago

Relationship Manager - Private Wealth & Tax Solutions (SoCAL Region)

United States

Full-time

Remote

Senior Level

Wilson Hand LLC is seeking a Relationship Manager to cultivate and manage relationships with Strategic Partners and high-net-worth clients. The role involves understanding private wealth planning and tax-efficient strategies, serving as the primary liaison between clients and the company's services.

Law Practice

Responsibilities

Cultivating, converting, and managing Strategic Partners and high-net-worth clients

Representing the WH/Hancock Martin team and serving as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services

Leveraging expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base

Guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service