Senior Relationship Manager

4 weeks ago


Houston, United States ECG Resources, Inc. Full time

A privately held Multi-Family Office is currently seeking a Client Relationship Manager to join their team. In this role, the selected candidate will provide guidance and support to Ultra High Net Worth (UHNW) clients on intricate trust, estate, and wealth planning strategies, along with a range of other family office services. Notably, this role is not new-business focused.


Key Responsibilities:

  • Work closely with a select group of UHNW families, offering comprehensive advice on wealth planning, family office services, and all facets of their financial affairs.
  • Focus on delivering exceptional client service with a high-touch approach.
  • Engage with clients whose investable assets typically exceed $100 million within the firm.


What the Firm Offers:

  • Collaborative and collegial team environment.
  • Competitive compensation package including a base salary, bonus structure, equity component, and outstanding benefits.
  • Relocation assistance available for eligible candidates.


Requirements:

  • JD or CPA qualification.
  • Minimum of 15 years of experience in tax, estate planning, or wealth management.
  • Candidates from law or CPA firms are encouraged to apply, as well as those with in-house wealth planning experience combined with prior exposure in a law or CPA firm.



~ Relocation Assistance Available ~



  • Houston, United States Nhcchq Full time

    Community Relationship Manager at Oak Street Health Houston, TX | posted: September 21, 2023 About the job Description Company: Oak Street Health Title: Community Relationship Manager Location: Varies Role Description Community Relationship Managers (CRMs) are an integral part of our broader Outreach team, which is responsible for engaging adults on Medicare...


  • Houston, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM...


  • Houston, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and...


  • Houston, United States NOV Full time

    JOB DESCRIPTIONThe Business Relationship Manager is a key contributor for executing the Business Relationship strategy by providing leadership and vision of ES Services within NOV and balancing and coordinating the fulfillment of demands. The Business Relationship Manager partners with business leaders in their area of focus to develop and plan an...


  • Houston, United States Augustine Talent Group Full time

    Our Client, a Registered Investment Advisor located in Houston, TX is looking to add an experienced Relationship Service Manager to their team. The relationship they have with their clients and the service they provide is their number one priority. They are looking for someone to support their business with that commitment in mind.Primary Responsibilities...


  • Houston, United States Augustine Talent Group Full time

    Our Client, a Registered Investment Advisor located in Houston, TX is looking to add an experienced Relationship Service Manager to their team. The relationship they have with their clients and the service they provide is their number one priority. They are looking for someone to support their business with that commitment in mind.Primary Responsibilities...


  • Houston, United States Augustine Talent Group Full time

    Our Client, a Registered Investment Advisor located in Houston, TX is looking to add an experienced Relationship Service Manager to their team. The relationship they have with their clients and the service they provide is their number one priority. They are looking for someone to support their business with that commitment in mind.Primary Responsibilities...


  • Houston, United States Decca Recruiting Full time

    Job Description: We are seeking a highly motivated and skilled Business Development Representative to join our dynamic team. The successful candidate will be the driving force behind generating new sales leads and contacts, as well as nurturing relationships with clients from onboarding to the fulfillment of their service needs. Key Responsibilities: ...


  • Houston, United States Decca Recruiting Full time

    Job Description: We are seeking a highly motivated and skilled Business Development Representative to join our dynamic team. The successful candidate will be the driving force behind generating new sales leads and contacts, as well as nurturing relationships with clients from onboarding to the fulfillment of their service needs. Key Responsibilities: ...


  • Houston, United States Decca Recruiting Full time

    Job Description: We are seeking a highly motivated and skilled Business Development Representative to join our dynamic team. The successful candidate will be the driving force behind generating new sales leads and contacts, as well as nurturing relationships with clients from onboarding to the fulfillment of their service needs. Key Responsibilities: •...


  • Houston, United States Decca Recruiting Full time

    Job Description: We are seeking a highly motivated and skilled Business Development Representative to join our dynamic team. The successful candidate will be the driving force behind generating new sales leads and contacts, as well as nurturing relationships with clients from onboarding to the fulfillment of their service needs. Key Responsibilities: •...


  • Houston, United States Decca Recruiting Full time

    Job Description: We are seeking a highly motivated and skilled Business Development Representative to join our dynamic team. The successful candidate will be the driving force behind generating new sales leads and contacts, as well as nurturing relationships with clients from onboarding to the fulfillment of their service needs. Key Responsibilities: •...


  • Houston, United States Ernest Full time

    Ernest is currently in search of a B2B Outside Sales Rep (Client Relationship Manager) for our division located in Houston, TX. This is a full time position that offers a competitive base salary, plus commission, along with benefits.For over 75 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the...


  • Houston, United States Ernest Full time

    Ernest is currently in search of a B2B Outside Sales Rep (Client Relationship Manager) for our division located in Houston, TX. This is a full time position that offers a competitive base salary, plus commission, along with benefits.For over 75 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the...


  • Houston, United States Innovation Network Technologies, InNet Full time

    Company Description InNet is a trusted solution provider in the South Central and Southeastern United States, specializing in designing, deploying, and supporting advanced technology solutions for enterprise networks, cloud, cyber-security, storage, virtualization, backup, and business continuity. We also offer IT staffing services, including...


  • Houston, United States Ernest Full time

    Ernest Packaging Solutions is currently in search of a Client Relationship Manager for our territory located near Houston, TX. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture.For over 75 years, Ernest Packaging Solutions has been committed to the success of our...


  • Houston, United States JPMorgan Chase & Co. Full time

    Collaborates with Business Relationship Managers-Acquisition (BR - Ms) and Business Development Managers (BD - Ms) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Resul Management, Consultant, Business Development, Relationship Manager, Senior, Skills, Technology, Banking


  • Houston, United States Senior Helpers - Central Houston Full time

    Job DescriptionJob DescriptionSenior Helpers of Central Houston is searching for a competitive, self-driven, assertive, high-energy individual with a strong work ethic and discipline. As a Senior Helpers Client Service Manager, you’ll help us continue our rapid growth through activities including calling prospects as soon as they come in, taking inbound...

  • Tax Senior Manager

    6 days ago


    Houston, United States Calvetti Ferguson Full time

    The Senior Tax Manager is responsible for all phases of client engagements including primary client relationship maintenance, highly proactive management of tax compliance, tax advisory services, and developing and coaching professional staff. The Senior Tax Manager is expected to deliver exceptional client service, develop and maintain strong client...

  • Tax Senior Manager

    3 weeks ago


    Houston, United States Calvetti Ferguson Full time

    The Senior Tax Manager is responsible for all phases of client engagements including primary client relationship maintenance, highly proactive management of tax compliance, tax advisory services, and developing and coaching professional staff. The Senior Tax Manager is expected to deliver exceptional client service, develop and maintain strong client...