Demo
Salary Resume Critique Job Openings

UHNW Relationship Manager

ECG Resources, Inc.
Phoenix, AZ Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/14/2025

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 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 12 years' of comprehensive wealth planning experience for UHNW clients
  • Advanced degrees or professional designations are a plus

Relocation Assistance Available~

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a UHNW Relationship Manager?

Sign up to receive alerts about other jobs on the UHNW Relationship Manager career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$88,675 - $133,072
Income Estimation: 
$96,682 - $131,521
Income Estimation: 
$107,904 - $171,743
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$71,834 - $90,255
Income Estimation: 
$131,357 - $193,022
Income Estimation: 
$95,368 - $117,770
Income Estimation: 
$95,697 - $123,113
Income Estimation: 
$100,711 - $126,643
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$98,363 - $136,806
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at ECG Resources, Inc.

Client Services Associate
ECG Resources, Inc.
Hired Organization Address Chicago, IL Full Time
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite o...
Client Service Specialist
ECG Resources, Inc.
Hired Organization Address Racine, WI Full Time
Established Wealth Management Office seeks a Client Service Specialist Work directly with Ultra High Net Worth clients, ...
Paralegal
ECG Resources, Inc.
Hired Organization Address Camas, WA Full Time
Nationally Recognized RIA seeks multiple Paralegals to join their expanding estate planning team and offer estate planni...
Client Service Associate
ECG Resources, Inc.
Hired Organization Address Chicago, IL Full Time
Job Description Job Description Established Multi-Family Office seeks a Client Service Associate to service their UHNW c...
View More Jobs at ECG Resources, Inc.

Not the job you're looking for? Here are some other UHNW Relationship Manager jobs in the Phoenix, AZ area that may be a better fit.

Relationship Manager

NPAworldwide, Phoenix, AZ

Relationship Manager

Foundations Investment Advisors, Phoenix, AZ

View More Jobs

AI Assistant is available now!

Feel free to start your new journey!