What are the responsibilities and job description for the Relationship Manager position at ECG Resources, Inc.?
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~
