Senior Relationship Manager

2 days ago

Salt Lake City, UT, United States Orion Placement Full time
Pay: $75,000.00 - $100,000.00 per year

Job description:

Why This Is a Great Opportunity

  • Join a high-impact role with uncapped earning potential.
  • Work directly with high-net-worth and ultra-high-net-worth clients.
  • Build your own book with strong warm leads and a respected brand behind you.
  • Partner with elite attorneys, CPAs, and financial professionals to deliver sophisticated planning solutions.
  • Thrive in an entrepreneurial environment with autonomy, support, and national reach.
Location

This is an on-site position based in Salt Lake City, Utah with regular nationwide travel to meet clients and referral partners.

Note

Candidates must have proven consultative sales experience in private wealth, trust/estate, financial advisory, or a related high-net-worth client environment.

About Our Client

Our client is a law-firm-led multi-family office serving high- and ultra-high-net-worth individuals, families, and business owners nationwide. Their integrated platform includes estate planning, business tax strategy, asset protection, accounting, and tax preparation, with access to financial and investment advisory services through strategic partners.

Job Description
  • Grow the firm's client base by leveraging your network, COIs, and professional partnerships.
  • Lead relationship management for a portfolio of high-net-worth and ultra-high-net-worth clients.
  • Identify opportunities across legal, tax, accounting, and financial advisory services.
  • Develop and execute a personalized business development plan with firm leadership.
  • Conduct discovery meetings to understand client goals, needs, and planning gaps.
  • Partner with attorneys, CPAs, and advisors to create bespoke wealth planning strategies.
  • Represent the firm at key events, client engagements, and referral-driven functions.
  • Maintain accurate CRM notes, pipeline tracking, and activity reporting.
Qualifications
  • 7+ years of experience in private wealth, trust/estate planning, fiduciary services, or financial services.
  • Proven success in consultative sales with high-net-worth or ultra-high-net-worth clients.
  • Established network of referral sources and potential clients.
  • Strong understanding of wealth, tax, and estate planning concepts.
  • Exceptional communication skills and relationship-building ability.
  • Bachelor's degree required.
Why You'll Love Working Here
  • Uncapped commissions and strong base salary.
  • Warm leads and national referral partnerships built into the role.
  • Work alongside nationally recognized legal, tax, and accounting experts.
  • A respected brand that accelerates trust and credibility.
  • Entrepreneurial culture with room to expand, innovate, and grow.
JPC-484

Job Type: Full-time

Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

  • Supplier Relationship Manager

    1 week ago

    Salt Lake City, UT, United States Western Governors University Full time

    If you're passionate about building a better future for individuals, communities, and our country-and you're committed to working hard to play your part in building that future-consider WGU as the next step in your career. Driven by a mission to expand access to higher education through online, competency-based degree programs, WGU is also committed to being...

  • Supplier Relationship Manager

    2 weeks ago

    Salt Lake City, UT, United States Western Governors University Full time

    If you're passionate about building a better future for individuals, communities, and our country-and you're committed to working hard to play your part in building that future-consider WGU as the next step in your career. Driven by a mission to expand access to higher education through online, competency-based degree programs, WGU is also committed to being...

  • Supplier Relationship Manager

    6 days ago

    Salt Lake City, UT, United States Western Governors University Full time

    If you're passionate about building a better future for individuals, communities, and our country-and you're committed to working hard to play your part in building that future-consider WGU as the next step in your career. Driven by a mission to expand access to higher education through online, competency-based degree programs, WGU is also committed to being...

  • Supplier Relationship Manager

    4 days ago

    Salt Lake City, UT, United States Western Governors University Full time

    If you're passionate about building a better future for individuals, communities, and our country-and you're committed to working hard to play your part in building that future-consider WGU as the next step in your career. Driven by a mission to expand access to higher education through online, competency-based degree programs, WGU is also committed to being...

  • Supplier Relationship Manager

    2 days ago

    Salt Lake City, UT, United States Western Governors University Full time

    If you're passionate about building a better future for individuals, communities, and our country-and you're committed to working hard to play your part in building that future-consider WGU as the next step in your career. Driven by a mission to expand access to higher education through online, competency-based degree programs, WGU is also committed to being...

  • Senior Project Manager

    6 days ago

    Salt Lake City, UT, United States Structural Full time

    STRUCTURAL integrates technology-driven solutions with specialty contracting services to improve, protect, and enhance the existing infrastructure of owners directly, and in partnership with designers and contractors. STRUCTURAL offers a wide range of specialty repair and maintenance services and is the largest concrete repair contractor in the United...

  • Senior Care Managing Partner

    1 week ago

    Salt Lake City, UT, United States Care To Stay Home Full time

    Position Summary Care To Stay Home (CTSH) is on the lookout for a dedicated and driven Senior Care Managing Partner to spearhead growth and manage daily operations in your designated area. This entrepreneurial leadership position is perfect for those who have a passion for relationship-building, operational excellence, and enhancing the lives of aging...

  • Senior Care Managing Partner

    2 weeks ago

    Salt Lake City, UT, United States Care To Stay Home Full time

    Position Summary Care To Stay Home (CTSH) is on the lookout for a dedicated and driven Senior Care Managing Partner to spearhead growth and manage daily operations in your designated area. This entrepreneurial leadership position is perfect for those who have a passion for relationship-building, operational excellence, and enhancing the lives of aging...

  • Senior Care Managing Partner

    1 week ago

    Salt Lake City, UT, United States Care To Stay Home Full time

    Position Summary Care To Stay Home (CTSH) is on the lookout for a dedicated and driven Senior Care Managing Partner to spearhead growth and manage daily operations in your designated area. This entrepreneurial leadership position is perfect for those who have a passion for relationship-building, operational excellence, and enhancing the lives of aging...

  • Senior Care Managing Partner

    2 days ago

    Salt Lake City, UT, United States Care To Stay Home Full time

    Position Summary Care To Stay Home (CTSH) is on the lookout for a dedicated and driven Senior Care Managing Partner to spearhead growth and manage daily operations in your designated area. This entrepreneurial leadership position is perfect for those who have a passion for relationship-building, operational excellence, and enhancing the lives of aging...