ECG Resources

Privately Held Multi-Trillion Dollar Investment Firm seeks a VP/Sales Associate in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services wi

Privately Held Multi-Trillion Dollar Investment Firm seeks a VP/Sales Associate in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services wi

Top Law Firm in Florida seeks a Senior Associate Attorney to join their private Client Service Group. Engage directly with UHNW clients. Benefit from a collaborative atmosphere and the opportunity to work closely with partners on complex estate planning matters including international

Top Law Firm in Florida seeks a Senior Associate Attorney to join their private Client Service Group. Engage directly with UHNW clients. Benefit from a collaborative atmosphere and the opportunity to work closely with partners on complex estate planning matters including international

Trust Operations Associate High-Growth StartupReno NV (In-office role)About the RoleOur client a fast-growing startup in the trust services industry is seeking a trust operations associate to join their team. This is an exciting opportunity for a driven professional who thrives in a

Trust Operations Associate High-Growth StartupReno NV (In-office role)About the RoleOur client a fast-growing startup in the trust services industry is seeking a trust operations associate to join their team. This is an exciting opportunity for a driven professional who thrives in a

Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients and manage the client relationshipsServe as the Lead Advisor for select family members while mentoring and developing junior team members to ensure the highest level

Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients and manage the client relationshipsServe as the Lead Advisor for select family members while mentoring and developing junior team members to ensure the highest level

UHNW Wealth Management Firm in Northern New Jersey seeks a highly experienced Senior Financial Advisor with a minimum of 10 years in the financial services industry particularly in private banking. The ideal candidate will have a deep understanding of investment management and trust s

UHNW Wealth Management Firm in Northern New Jersey seeks a highly experienced Senior Financial Advisor with a minimum of 10 years in the financial services industry particularly in private banking. The ideal candidate will have a deep understanding of investment management and trust s

Well established Multi-Family Office seeks Managing Director of Tax to lead tax department across multiple offices.Lead and develop tax department across multiple offices in all matters related to tax compliance and planning Work closely with Wealth Advisory team to provide the highes

Well established Multi-Family Office seeks Managing Director of Tax to lead tax department across multiple offices.Lead and develop tax department across multiple offices in all matters related to tax compliance and planning Work closely with Wealth Advisory team to provide the highes

Boutique Wealth Management Firm in Orlando FL seeks Wealth Advisor to work with HNW clients in providing full suite of wealth management services with a focus on financial planning. Focus is on providing excellent client service NO NEW BUSINESS REQUIREMENTS NO TAX SEASON Advise HNW cl

Boutique Wealth Management Firm in Orlando FL seeks Wealth Advisor to work with HNW clients in providing full suite of wealth management services with a focus on financial planning. Focus is on providing excellent client service NO NEW BUSINESS REQUIREMENTS NO TAX SEASON Advise HNW cl

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 strategiesEmphasis on high-touch client service and deep technic

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 strategiesEmphasis on high-touch client service and deep technic

Opportunity for RIAs: Join a HNW Regional BankAn established HNW Regional Bank based in the New York area is actively seeking to acquire Registered Investment Advisors (RIAs) with assets under management of $1 billion or more. We are particularly interested in firms that have a strong

Opportunity for RIAs: Join a HNW Regional BankAn established HNW Regional Bank based in the New York area is actively seeking to acquire Registered Investment Advisors (RIAs) with assets under management of $1 billion or more. We are particularly interested in firms that have a strong

Our client a multi-generational single-family office seeks a detail-oriented accountant/bookkeeper to join their collaborative long-tenured team. This role focuses on bill pay entity accounting and financial reporting for high-net-worth family clients.Key Responsibilities:Manage bill

Our client a multi-generational single-family office seeks a detail-oriented accountant/bookkeeper to join their collaborative long-tenured team. This role focuses on bill pay entity accounting and financial reporting for high-net-worth family clients.Key Responsibilities:Manage bill

We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB client range)Manage client engagements with the goal of developing complex wealth planning solutions and strategiesEmphasis on hi

We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB client range)Manage client engagements with the goal of developing complex wealth planning solutions and strategiesEmphasis on hi

Vice President of Finance High-Growth Startup (Trust Services)Reno NV (In-office role five days a week)Our client a fast-growing startup in the trust services industry is seeking a vice president of finance to lead financial operations and business processes. This is an exciting oppo

Vice President of Finance High-Growth Startup (Trust Services)Reno NV (In-office role five days a week)Our client a fast-growing startup in the trust services industry is seeking a vice president of finance to lead financial operations and business processes. This is an exciting oppo

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

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

Private Trust Company in Reno NV is expanding its team and actively seeking an experienced Trust Specialist to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.Job Specifications:Support the senior Trust team with fid

Private Trust Company in Reno NV is expanding its team and actively seeking an experienced Trust Specialist to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.Job Specifications:Support the senior Trust team with fid

Established Private Family Office seeks a Client Service SpecialistDirectly support Ultra High Net Worth clients in aspects of their financial and personal livesWork includes budgeting cash flow project management associated with physical assets acquisitions and disposition of real es

Established Private Family Office seeks a Client Service SpecialistDirectly support Ultra High Net Worth clients in aspects of their financial and personal livesWork includes budgeting cash flow project management associated with physical assets acquisitions and disposition of real es

Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!Opportunity for tax professional to train and transition to a wealth management career with well-establis

Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!Opportunity for tax professional to train and transition to a wealth management career with well-establis