Wilson Hand LLP

Account Manager

• 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.
• 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.

Relationship Manager – Private Wealth & Tax Solutions

Financial Planning and Analysis

• Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners
• Lead the full sales cycle from qualification to close, consistently exceeding revenue targets
• Serve as the primary point of contact for clients throughout the transaction process
• Review and approve all client documents for accuracy and compliance
• Communicate complex federal tax code implications in a clear, compelling manner
• Develop and refine policies, procedures, and sales processes to increase close rates
• Implement strategies to convert qualified leads into long‑term clients
• Collaborate with internal teams to ensure seamless client service and satisfaction
• Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings
• Document all activities, communications, and deal progression in the CRM for accurate reporting

Wilson Hand LLP

Relationship Manager – Private Wealth & Tax Solutions

Regional Director – High Ticket Intangible Financial Strategies

Regional Director, High Ticket Financial Strategies