What are the responsibilities and job description for the Senior Relationship Manager - Private Wealth (OTE - Double Salary) position at Orion Placement?
Pay: $75,000.00 - $100,000.00 per yearWhy This Is a Great OpportunityStep into a high-impact role with uncapped earning potential realistic OTE is 2x your base salary or more.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.LocationThis is an on-site position based in Salt Lake City, Utah with regular nationwide travel to meet clients and referral partners.NoteCandidates must have proven consultative sales experience in private wealth, trust/estate, financial advisory, or a related high-net-worth client environment.About Our ClientOur 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 DescriptionGrow 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.Qualifications7 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.Bachelors degree required.Why Youll Love Working HereUncapped 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-484Job Type: Full-timeBenefits:401(k)Dental insuranceHealth insurancePaid time offVision insurance
Salary : $75,000 - $100,000