Orion Placement
Senior Relationship Manager – Private Wealth
Orion Placement, Salt Lake City, Utah, United States
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.
Job Type: Full-time Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
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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.
Job Type: Full-time Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
#J-18808-Ljbffr