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Remote Crypto Portfolio Manager Jobs in Utah (NOW HIRING)

Conservice

Client Operations Manager

River Heights, UT · On-site +1

$19.40/hr

Location -In office, or Hybrid (In office Tuesday, Wednesday and Thursday) and remote or in office ... Act as the primary point of contact and trusted advisor for your assigned portfolio of clients.

InComm Payments

Account Manager I

Sandy, UT · Remote

... is fully remote, with travel up to 10%. Responsibilities Key Responsibilities * Provide day-to-day operational and administrative support to the Account Management team across a portfolio of ...

Nearmap

Senior Campaign Manager

Lehi, UT · Remote

Candidates can reside in the US on PST/MST (Remote) or in Sydney, Australia (Hybrid) We're looking ... Partnering across Portfolio Marketing, Digital, Region Marketing/ABX, Events, Sales, and Content ...

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All JobsCrypto Portfolio JobsRemote Crypto Portfolio Manager JobsRemote Crypto Portfolio Manager Jobs in Utah

Remote Crypto Portfolio Manager information

What is the difference between Remote Crypto Portfolio Manager vs Remote Crypto Analyst?

AspectRemote Crypto Portfolio ManagerRemote Crypto Analyst
Primary RoleManages and optimizes crypto investment portfolios for clients or firmsResearches and analyzes cryptocurrencies to inform investment decisions
Required SkillsPortfolio management, risk assessment, investment strategiesMarket analysis, technical and fundamental analysis, reporting
CertificationsCFP, CFA, or similar investment credentials often preferredCertifications less common; strong analytical skills emphasized
Work EnvironmentRemote, often client-facing or within investment firmsRemote, research-focused, within financial or crypto firms

While both roles involve working with cryptocurrencies, the Remote Crypto Portfolio Manager focuses on managing investment portfolios and making strategic decisions, whereas the Remote Crypto Analyst concentrates on analyzing market data to support investment choices. Understanding these differences helps job seekers identify the right role based on their skills and career goals.

What are popular job titles related to Remote Crypto Portfolio Manager jobs in Utah?

For Remote Crypto Portfolio Manager jobs in Utah, the most frequently searched job titles are:

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Cities in Utah with the most Remote Crypto Portfolio Manager job openings:

Remote Crypto Portfolio Manager jobs near you

Relationship Manager - Private Wealth & Tax Solutions (US only)

Wilson Hand LLC

Salt Lake City, UT • On-site, Remote

Contractor

Re-posted 17 days ago

Job description

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. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. 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. This is a commission only position only position with the potential to earn $1,000,000M annually. We also have an initial program designed to assist you in generating/earning a basic income within the first 90 days.
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 Operations Officer.
Remote position but MUST live in the United States, home office located in Salt Lake City, Utah.
** YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE UNITED STATES**
Requirements
Required Background & Qualifications
Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to:
Education & Credentials:
  • A demonstrated focus on private wealth, tax, or business law
  • CPA credential or significant accounting/tax background strongly preferred
  • Additional credentials such as CFP, enrolled agent status, or business valuation certifications are valued but not required.

Professional Experience:
  • Minimum 7+ years in private wealth management, tax planning, financial planning, or related advisory disciplines
  • Demonstrated success in business development and relationship management with high-net-worth individuals and families
  • Background in tax strategy development, business succession planning, wealth preservation, or estate planning
  • Experience with business brokers, M&A professionals, or transaction intermediaries
  • Proven track record of managing complex client relationships and converting prospects into long-term partnerships
  • Sales experience targeting or servicing HNWI clientele and strategic business partners

Benefits
Key Responsibilities
  • Develop, Nurture & Manage Relationships - Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning Wilson Hand as a trusted advisor for sophisticated tax and wealth planning solutions.
  • Strategic Partner Conversion - Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise.
  • Client Portfolio Management - Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization.
  • Tailored Solution Development - Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning.
  • Identify Upsell & Cross-Sell Opportunities - Actively identify additional opportunities to expand service offerings to existing clients and partners based on their evolving needs.
  • Client Issue Resolution - Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly.
  • Strategic Partner Training & Support - Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings.
  • Cross-Functional Collaboration - Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression.
  • CRM Management & Reporting - Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management.
Expectations
  • Focus on Wellness Pro product during first 90 days with the goal of signing up between 8 to 10 companies to generate greatets chance of earning basic income within 2-3 months which then allows transition to toerh long-term type products offer by the firm.
  • Conduct 10-15 prospecting meetings per week with Strategic Partner leads via Teams or other scheduled formats, targeting a 50% conversion rate to active partnerships.
  • Maintain professional relationships with all onboarded Strategic Partners and prospective leads, demonstrating Wilson Hand's commitment to partnership excellence.
  • Enter and maintain comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho on a timely basis.
  • Provide Strategic Partners with training materials, ongoing education, and resources regarding Wilson Hand's private wealth tax products.
  • Represent Wilson Hand professionally and authoritatively in all client and partner interactions, leveraging your expertise to establish credibility and trust.
  • Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services.
Key Performance Indicators
Client Development:
  • Sign up 8-10 companies with Wellness Pro during first 90 days
  • Meet with 100 Core Tax leads annually (8/month or 2/week)
  • Convert 50 Core Tax clients annually (4/month or 1/week)
  • Meet with 125 CGT leads annually (11/month or 3/week)
  • Convert 12 CGT clients annually (1/month)
  • Meet with 125 ARP leads annually
  • Convert 25 ARP clients annually (2/month)

Client Success & Growth:
  • Client retention and satisfaction scores
  • Product penetration and expansion revenue per client
  • Strategic Partner activation and ongoing engagement metrics
  • Revenue growth trajectory across assigned client base

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