UHNW Senior Relationship Manager
2 months ago
Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. No new business requirements.
- Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of their financial life
- Emphasis on high-touch client service; No new business requirements.
- Average client has 100mm+ investable assets with firm
- The firm has a collegial atmosphere team approach
- Compensation package includes base salary, bonus, equity component, and an excellent benefits package
- Requires JD or CPA and 15+ years' of tax, estate or wealth planning experience
- Will consider candidates either directly out of a law or CPA firm, or someone with in-house wealth planning background combined with prior experience at a law or CPA firm
~ Relocation Assistance Available ~
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UHNW Relationship Manager
1 month ago
Houston, Texas, United States ECG Resources Full timeUHNW Relationship ManagerECG Resources is seeking a seasoned UHNW Relationship Manager to join our team. As a trusted advisor, you will counsel high net worth clients on sophisticated trust, estate, and wealth planning strategies, as well as provide family office services.Key Responsibilities:Work closely with a select group of UHNW families to understand...
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UHNW Senior Relationship Manager
2 weeks ago
houston, United States ECG Resources, Inc. Full timePrivately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. No new business requirements.Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of...
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UHNW Relationship Manager
3 months ago
Houston, United States ECG Resources Full timePrivately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. No new business requirements.Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of...
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Senior Relationship Banker
3 weeks ago
Houston, United States comerica Full timeRelationship Banker SeniorThe Relationship Banker Senior is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue...
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Senior Middle Market Relationship Manager
2 weeks ago
houston, United States East West Bank Full timeOverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...
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Senior Middle Market Relationship Manager
5 months ago
Houston, United States East West Bank Full timeOverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...
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Talent Relationship Manager
2 months ago
Houston, United States NRL Mortgage Full timeAs a Talent Relationship Manager, you will play a crucial role in driving the growth of the company by managing the recruitment of top-tier Loan Originators and fostering strong relationships with realtors to generate valuable leads. Your role will involve developing and executing strategies for attracting and hiring talented Loan Originators while also...
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Talent Relationship Manager
2 weeks ago
houston, United States NRL Mortgage Full timeAs a Talent Relationship Manager, you will play a crucial role in driving the growth of the company by managing the recruitment of top-tier Loan Originators and fostering strong relationships with realtors to generate valuable leads. Your role will involve developing and executing strategies for attracting and hiring talented Loan Originators while also...
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Senior Middle Market Relationship Manager
3 weeks ago
Houston, TX, United States East West Bank Full timeOverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...
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Senior Operations Manager
3 weeks ago
Houston, United States Chewy Full timeChewy is currently recruiting for a Senior Operations Manager for our fulfillment center! This leader will be hands-on in a growing environment and will build and maintain relationships with hourly associates, managers, carrier partners, vendors, oth Operations Manager, Operations, Manager, Continuous Improvement, Customer Experience, Senior, Manufacturing
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Senior Operations Manager
4 weeks ago
Houston, United States Chewy Full timeChewy is currently recruiting for a Senior Operations Manager for our fulfillment center! This leader will be hands-on in a growing environment and will build and maintain relationships with hourly associates, managers, carrier partners, vendors, oth Operations Manager, Operations, Manager, Continuous Improvement, Customer Experience, Senior, Manufacturing
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Senior Operations Manager
4 days ago
Houston, United States Chewy Full timeChewy is currently recruiting for a Senior Operations Manager for our fulfillment center! This leader will be hands-on in a growing environment and will build and maintain relationships with hourly associates, managers, carrier partners, vendors, oth Operations Manager, Operations, Manager, Continuous Improvement, Customer Experience, Senior, Manufacturing
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Deposit Relationship Manager
4 days ago
Houston, Texas, United States Independent Bank (TX) Full timeThe Commercial Banking Deposit Relationship Manager is responsible for managing commercial banking depository accounts to maximize profitability to the bank with acceptable risk, through relationship management and business development.Serves as one of the main points of contact between client/treasury management to ensure a seamless process for...
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Sr. Relationship Banker
4 weeks ago
Houston, United States comerica Full timeRelationship Banker SeniorThe Relationship Banker Senior is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue...
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Talent Relationship Manager
2 weeks ago
Houston, TX, United States NRL Mortgage Full timeAs a Talent Relationship Manager, you will play a crucial role in driving the growth of the company by managing the recruitment of top-tier Loan Originators and fostering strong relationships with realtors to generate valuable leads. Your role will involve developing and executing strategies for attracting and hiring talented Loan Originators while also...
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CRE Relationship Manager
3 months ago
Houston, United States MRI Spokane Full timeJob Details Description The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to establish relationships that span decades and generations. In addition, the Relationship Manager will actively pursue business development opportunities to create a profitable loan portfolio....
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Senior Portfolio Manager
7 days ago
Houston, United States Veritex Community Bank Full timeJob Summary:The Senior Portfolio Manager serves and supports the Bank’s mission by partnering with multiple lines of business to analyze credit opportunities for both new and existing clients. The Senior Portfolio Manager position requires direct client contact, providing financial analysis to maximize profitability, and is a valuable member of the support...
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Operations Specialist
4 months ago
Houston, United States Discovery Senior Living Full timeAbout Discovery Senior Living Discovery Senior Living ranks prominently among the 5 largestsenior housing providers in the US, and is nationally renowned for designing,developing, marketing, and operating a multi-brand portfolio of upscale, luxurysenior-living communities. With over 250 communities in nearly 40states, and 15,000 dedicated employees,...
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Manager, Business Relationships
4 weeks ago
Houston, United States HCSS Employer, Inc. Full timeWe’re HCSS. We’re a software company based in Sugar Land, TX, and we provide innovative solutions for the construction industry that help streamline their operations. Our mission at HCSS is helping customers achieve excellence through our proven, customer-centric, end-to-end solutions and exceptionally helpful service while providing a great life for our...
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Manager, Business Relationships
3 weeks ago
Houston, United States HCSS Employer, Inc. Full timeWe're HCSS. We're a software company based in Sugar Land, TX, and we provide innovative solutions for the construction industry that help streamline their operations. Our mission at HCSS is helping customers achieve excellence through our proven, customer-centric, end-to-end solutions and exceptionally helpful service while providing a great life for our...