UHNW Senior Relationship Manager
4 days 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
5 days ago
Houston, Texas, United States ECG Resources, Inc. Full timeUHNW Relationship Manager OpportunityA leading Multi-Family Office is seeking a seasoned Client Relationship Manager to provide expert guidance and support to Ultra High Net Worth (UHNW) clients. In this role, you will work closely with a select group of UHNW families, offering comprehensive advice on wealth planning, family office services, and all facets...
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UHNW Senior Relationship Manager
5 days 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 Senior Relationship Manager
5 days 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
2 weeks ago
Houston, Texas, United States ECG Resources Full timeJob Summary:ECG Resources seeks a seasoned Wealth Planning Counselor to join our team of experts in providing sophisticated trust, estate, and wealth planning strategies to our discerning UHNW clients. As a key member of our family office services team, you will work closely with a select group of high net worth families to deliver exceptional client service...
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UHNW Relationship Manager
3 weeks ago
Houston, Texas, United States ECG Resources, Inc. Full timeJob Summary:ECG Resources, Inc. is seeking a seasoned UHNW Relationship Manager to join our team of experienced professionals. In this role, you will provide expert guidance and support to Ultra High Net Worth (UHNW) clients on intricate trust, estate, and wealth planning strategies, as well as a range of other family office services.Key...
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UHNW Relationship Manager
3 weeks ago
Houston, United States ECG Resources Full timeJob DescriptionJob DescriptionPrivately 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...
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UHNW Relationship Manager
4 weeks 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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UHNW Relationship Manager
4 months ago
Houston, United States ECG Resources Full timeA 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...
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Houston, Texas, United States ECG Resources, Inc. Full timeUHNW Relationship Manager OpportunityA privately held Multi-Family Office is seeking a Client Relationship Manager to provide guidance and support to Ultra High Net Worth (UHNW) clients on intricate trust, estate, and wealth planning strategies, as well as family office services.Key Responsibilities:Work closely with a select group of UHNW families, offering...
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UHNW Wealth Strategist
2 weeks ago
Houston, Texas, United States ECG Resources Full timeECG Resources seeks a seasoned professional to join their team as a UHNW Relationship Manager. This role requires a JD or CPA and 15+ years of tax, estate, or wealth planning experience. The ideal candidate will have a strong background in high-net-worth family office services and a proven track record of delivering exceptional client experiences. The firm...
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UHNW Wealth Strategist
13 hours ago
Houston, Texas, United States ECG Resources Full timeJob SummaryECG Resources is seeking a seasoned Relationship Manager to join our team and provide exceptional service to our UHNW clients. As a key member of our family office, you will be responsible for delivering sophisticated trust, estate, and wealth planning strategies, as well as various other family office services.Key ResponsibilitiesCollaborate with...
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Client Relationship Manager
3 weeks ago
Houston, Texas, United States ECG Resources, Inc. Full timeJob Summary:ECG Resources, Inc. is seeking a seasoned Client Relationship Manager to join our team. In this role, you will provide expert guidance and support to Ultra High Net Worth (UHNW) clients on complex trust, estate, and wealth planning strategies, as well as a range of other family office services.Key Responsibilities:Work closely with a select group...
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Senior Client Relations Executive
4 weeks ago
Houston, Texas, United States ECG Resources, Inc. Full timeSenior Client Relations Executive at ECG Resources, Inc.ECG Resources, Inc. is in search of a Senior Client Relations Executive to offer expert guidance and support to Ultra High Net Worth (UHNW) individuals regarding trust, estate, and wealth management strategies. This position emphasizes providing outstanding client service to those with investable assets...
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Senior Relationship Manager
3 days ago
Houston, Texas, United States Bank of America Full timeJob Title: Senior Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in commercial real estate lending. As a Senior Relationship Manager, you will play a key role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions...
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Senior Relationship Manager
1 week ago
Houston, Texas, United States Bank of America Full timeJob Title: Senior Relationship ManagerWe are seeking a highly skilled Senior Relationship Manager to join our Commercial Real Estate Team at Bank of America. As a key member of our team, you will be responsible for managing a portfolio of clients and leading a client service team to deliver banking services.Key Responsibilities:Manage a portfolio of clients...
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Senior Relationship Manager
3 days ago
Houston, Texas, United States Hispanic Technology Executive Council Full timeJob Title: Senior Relationship ManagerJoin our team as a Senior Relationship Manager and take on a challenging role that requires strong business acumen, excellent communication skills, and a deep understanding of the oil and gas sector.Responsibilities:Develop and maintain strong relationships with mid-corporate clients in the upstream oil and gas...
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Senior Relationship Manager
2 weeks ago
Houston, Texas, United States PNC Full timeJob SummaryPNC is seeking a highly skilled and experienced Managing Director to join our Corporate Banking team. As a key member of our team, you will be responsible for developing and executing relationship strategies to grow sales, revenue, and market share.Key ResponsibilitiesDevelop and implement relationship strategies to acquire and expand client...
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Senior Relationship Manager
1 week ago
Houston, Texas, United States Citigroup Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at Citigroup Inc. in Houston, Texas. As a key member of our Commercial and Business Sales team, you will be responsible for building and maintaining strong relationships with our clients in the oil and gas sector.Key ResponsibilitiesDevelop and execute...
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Senior Relationship Manager
2 weeks ago
Houston, Texas, United States Hispanic Technology Executive Council Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team. As a key member of our Commercial and Business Sales division, you will be responsible for building and maintaining strong relationships with our clients in the oil and gas sector.Key ResponsibilitiesDevelop and execute strategic plans to deepen...
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Senior Broker Relationship Manager
3 weeks ago
Houston, Texas, United States CenterWell Home Health Full timeAbout the RoleWe are seeking a highly skilled Senior Broker Relationship Manager to join our team at CenterWell Home Health. As a key member of our business development team, you will be responsible for cultivating and maintaining strategic partnerships with brokers to drive new patient growth and expand our presence within the market.Key...