Relationship Manager
Share
Job Location:
Matthews, NC - USA
Monthly Salary:
Not Disclosed
Posted on:
14-09-2025
Vacancies:
1 Vacancy
Job Summary
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
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
ECG Resources, Inc. is a nationally recognized Executive Search Firm specializing exclusively in the Wealth Management arena
