Senior Relationship Manager – Wealth & Trust Solutions

Senior Relationship Manager – Wealth & Trust Solutions
Remote (U.S.-based) |

$120K–$140K base + bonus

Overview
We’ve partnered with a growing financial services platform expanding its

advanced planning and fiduciary solutions

across the advisor channel.

This is a

high-impact, advisor-facing role

working directly with financial advisors and referral partners to support HNW/UHNW clients.

Not a build-from-scratch role

— strong internal partnerships, existing relationships, and consistent deal flow.

What You’ll Do

Build and grow relationships with financial advisors and partners

Identify and convert new business opportunities within HNW/UHNW segments

Lead consultative, client-facing conversations and presentations

Own the full relationship and sales lifecycle: sourcing ? closing ? growth

Partner internally to deliver tailored planning solutions

Maintain pipeline and consistently hit revenue targets

Travel as needed (advisor/client-facing role)

What We’re Looking For

4+ years in financial services, wealth, or solution-based sales

Experience working with advisors and/or HNW clients

Proven ability to generate or support new business

Strong consultative sales and relationship-building skills

High ownership, drive, and accountability

Nice to Have

Background in wealth management, private banking, or advisory

Exposure to estate planning or fiduciary solutions

CFP®, CTFA, JD, or similar (preferred, not required)

Why This Role

Strong earning potential with real upside

Access to an

existing advisor network + deal flow

Ability to sell

high-value, complex solutions

Remote flexibility

with national reach

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com

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