Relationship Manager

ECG Resources

Relationship Manager

Matthews, NC +1 location
Full Time
Paid
  • Responsibilities

    An expanding Multi-Family Office in Charlotte, NC, seeks candidate with UHNW tax experience to counsel clients. (25mm+ client range)

     

    • Manage client engagements with the goal of developing complex wealth planning solutions and strategies
    • Emphasis on high-touch client service and deep technical planning
    • Extensive opportunity to take on new responsibilities and advance within the organization
    • First point of contact with clients
    • Requires 8+ years' of experience
    • Interested in candidates from Law firms, CPA firms and Wealth Management Firms, preferably with JD or CPA
    • Hands-on, operational mindset with attention to detail
    • Competitive salary and benefits
    • Flexible work options and potential for growth within the firm

     

    ~Relocation Assistance Available~

  • Locations
    Phoenix, AZ • Matthews, NC