UHNW Relationship Manager
3 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 Senior Relationship Manager
2 months 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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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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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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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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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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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...
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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...
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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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Client Relationship Manager
4 months ago
HOUSTON, United States Thrive Skilled Pediatric Care LLC Full timeCalling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills...
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Client Relationship Manager
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Houston, United States Ernest Full timeFor over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest...
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IT Business Relationship Manager
7 days ago
Houston, United States FlexTek Full timeJob Title: Contract IT Business Relationship Manager (BRM)Location: US-TX-Houston*MUST BE A US CITIZEN*Responsibilities:LIVING OUR VALUESAll associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our...
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Commercial Banking Relationship Manager
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Houston, Texas, United States Texas Capital Bank Full timeAt Texas Capital Bank, we are built to help businesses and their leaders succeed. Our team of experienced bankers brings the best of the big firms at a scale that works for our clients.We are differentiated by our approach, which focuses on building long-lasting relationships with our customers. Our bankers are seasoned financial experts who possess deep...
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Customer Relationship Management Coordinator
3 weeks ago
houston, United States Insight Global Full timeA major oil and gas company located in Houston, TX is seeking a Customer Relationship Coordinator to serve customers by taking responsibility of commercial relationship management while proactively liaising with other functions within the company for the full Offer to Cash arena. This person will act as the primary customer point of contact to process...
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Customer Relationship Management Coordinator
2 weeks ago
Houston, United States Insight Global Full timeA major oil and gas company located in Houston, TX is seeking a Customer Relationship Coordinator to serve customers by taking responsibility of commercial relationship management while proactively liaising with other functions within the company for the full Offer to Cash arena. This person will act as the primary customer point of contact to process...
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Customer Relationship Management Coordinator
3 weeks ago
houston, United States Insight Global Full timeA major oil and gas company located in Houston, TX is seeking a Customer Relationship Coordinator to serve customers by taking responsibility of commercial relationship management while proactively liaising with other functions within the company for the full Offer to Cash arena. This person will act as the primary customer point of contact to process...
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Customer Relationship Management Coordinator
3 weeks ago
Houston, United States Insight Global Full timeA major oil and gas company located in Houston, TX is seeking a Customer Relationship Coordinator to serve customers by taking responsibility of commercial relationship management while proactively liaising with other functions within the company for the full Offer to Cash arena. This person will act as the primary customer point of contact to process...
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Dealer Relationship Manager
1 week ago
Houston, United States Stellantis Financial Services US Full timeStellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro n, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to...
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Private Banker
2 weeks ago
houston, United States The Anderson Search Group Full timeThe Anderson Search Group has been engaged by a repeat client to identify a Private Banker for the Houston, Texas Market. This bank has been ranked as one of "America's Best Banks" by Forbes and has over 100 years of wealth management, trust and estate experience. This role offers competitive base salary uncapped incentive plan.The Ideal Candidate Shall...