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AI Summary

The Client Partner will serve as the primary point of contact for prospective high-net-worth clients to convert interest into long-term advisory relationships. You will conduct discovery conversations to diagnose client needs and guide them toward bespoke solutions offered by the firm.

This is a remote position.

Who We Are

Rothbard Group, based in Panama, is a boutique cross-border tax and corporate structuring firm that helps successful families and entrepreneurs protect and grow their wealth offshore.

The firm is grounded in individual sovereignty and free-market economics. Our work uniquely combines the technical depth of traditional law firms and Big 4 practices with the modern client experience of offshore consultancies.

Our lead tax attorney has built a large and engaged international audience through our popular YouTube channel, giving us a distinctive brand and a steady flow of high-quality inbound interest.


The Opportunity

We are hiring a strategic Client Partner to serve as the primary point of contact for new prospective clients and to convert qualified interest into long-term advisory relationships.

This is a client-facing commercial sales role that will directly contribute to the success of the firm. You will be the first real conversation many high-net-worth individuals and entrepreneurs have with us. Your role is to quickly understand what sophisticated clients truly need, build genuine trust, and guide the right prospects to choose Rothbard as their partner. No technical advisory or tax preparation work is required.

Most sales roles in professional services ask you to sell someone else’s vision. Here you will be representing a firm whose principles you can actually stand behind — and whose clients care deeply about the same things you do.

You get the commercial upside of a sales role, the intellectual interest of complex cross-border work, and the lifestyle freedom that most corporate jobs simply do not offer.

If you are commercially driven, principled, and want to help high-net worth clients structure their lives and wealth more intelligently, this is the role for you.


What You Will Do

• Build trust and credibility quickly with sophisticated, high-net-worth individuals

• Diagnose needs, goals, and constraints through high-quality discovery conversations

• Navigate complex personal and financial situations with clarity and confidence

• Convert qualified prospects into paying clients for both initial consultations and bespoke solutions

• Drive revenue and consistently meet or exceed sales targets


Requirements

About You

• Exceptional communication and client influencing skills - you build trust fast with smart, successful people

• Demonstrated experience and success working with HNW clientele

• Comfortable selling intangible, bespoke, high value services

• Your personal values align with libertarian principles and financial sovereignty

• Ability to grasp complex tax, residency, citizenship and asset-protection concepts

• Hungry for success, persistent and detail-oriented

• Autonomous, responsible, and have experience working remotely

• Highly adaptable to change and thrive in a dynamic, start up environment

• Fully bilingual in Spanish and English (oral and written)

• High degree of professionalism, maturity and integrity


Preferred Profile

While not mandatory, the following is desirable:

• a background in law, international relations, retirement/insurance sales or Big 4/advisory consulting

• You understand the value of asset protection plans and how they help clients save money and protect their assets

• Lived experience with your own Plan B and offshore strategies (residency, citizenship, tax, etc.)


Eligible Locations

This is a fully remote role. You can reside in any of the following countries:

• North America: Mexico

• Central America: Costa Rica, Guatemala, El Salvador, Belize

• South America: Colombia, Venezuela, Ecuador, Peru, Paraguay, Argentina, Uruguay

• Caribbean: Bahamas, Barbados, Cayman Islands, Jamaica, Dominican Republic


While Canada and the US are not eligible locations, we welcome applications from expats who have moved to any of the above countries.

Benefits

What We Offer

• Excellent income potential: base salary + bonuses - $90K USD OTE in year one

• 100% remote independent contractor role with structured core hours and the flexibility to manage your schedule

• Front-row seat to the sophisticated world of offshore tax

• Warm, high-converting inbound leads

• Opportunity to join a rapidly growing boutique firm at an early stage

• For a strong digital nomad candidate, potential for multi-country remote work within the eligible locations list (to be discussed)


Your application will be treated with strict confidentiality. We thank all candidates for their interest, however only those who qualify for an interview will be contacted. In alignment with our commitment to flexibility and family-friendly work arrangements, we welcome applications from all qualified candidates and particularly encourage working mothers and caregivers in Latin America to apply.


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