Relationship ManagerECG Resources • Phoenix, AZ, US
No longer accepting applications
Relationship Manager
ECG Resources • Phoenix, AZ, US
30+ days ago
Job type
- Full-time
Job description
Job Description
Job Description
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~
Create a job alert for this search
Relationship Manager • Phoenix, AZ, US
Related jobs
A company is looking for a Client Relationship Manager responsible for fostering relationships with key clients in the biotech and pharmaceutical sectors.
Key Responsibilities Build and maintain s...Show more
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of ...Show more
Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show more
At Sunflower Bank, we’re experiencing great growth.Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible.As ...Show more
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We do this by driving Responsible Growth and delivering for our clien...Show more At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right t...Show more 
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We do this by driving Responsible Growth and delivering for our clien...Show more
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in t...Show more A company is looking for a Wholesale Mortgage Sales Manager to lead a team of Account Managers and drive success in the wholesale mortgage channel.
Key Responsibilities Lead and coach a team of Ac...Show more 
The Arizona Commerce Authority (ACA) is the state's leading economic development organization with a streamlined mission to grow and strengthen Arizona's economy.
The ACA uses a three-pronge...Show more
The Relationship Manager is responsible for managing and maintaining borrowing relationships.This position is responsible for the development of new and existing business through calling programs a...Show more
We're looking for a detail-driven, client-focused Mortgage Account Manager to own the pipeline experience from submission through closing for our Third-Party Origination (TPO) channel.You'l...Show more
Relationship Manager, Middle Market.The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group.This role will focu...Show more
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.
If you thrive in an environment where your gr...Show more A company is looking for a Relationship Manager to develop and maintain effective client relationships.Key Responsibilities Develop and maintain relationships within an existing customer portfoli...Show more 
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more Bank Of America Financial Center Representative.At Bank Of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...Show more At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning.
We are bonded by our shared purpose driving innovation that helps m...Show more
Client Relationship Manager
VirtualVocations • Tempe, Arizona, United States
Full-time
Last updated: 30+ days ago • Promoted
Wealth Mangement Banker- NMLS 1
U.S. Bancorp • Phoenix, AZ, US
Full-time
Last updated: 30+ days ago • Promoted
Licensed Marriage and Family Therapist
Headway • Glendale, AZ, US
Full-time
Last updated: 16 days ago • Promoted
Commercial Relationship Manager
Sunflower Bank, N.A. • Scottsdale, AZ, US
Full-time
Last updated: 30+ days ago • Promoted
Relationship Banker
Arizona Staffing • Surprise, AZ, US
Full-time
Last updated: 2 days ago • Promoted
Relationship Banker - Central Phoenix Market
Arizona Staffing • Scottsdale, AZ, US
Full-time
Last updated: 3 days ago • Promoted
Relationship Banker - Phoenix West Area
Bank of America • Avondale, AZ, US
Full-time
Last updated: 6 days ago • Promoted
Retail Relationship Banker
BMO Financial • Chandler, AZ, US
Part-time
Last updated: 18 days ago • Promoted
NMLS Licensed Wholesale Mortgage Manager
VirtualVocations • Chandler, Arizona, United States
Full-time
Last updated: 3 days ago • Promoted
Lender Relations Manager
Arizona Commerce Authority • Phoenix, AZ, US
Full-time
Last updated: 30+ days ago • Promoted
Commercial Relationship Manager II
Busey Bank • Phoenix, AZ, United States
Full-time
Last updated: 30+ days ago • Promoted
TPO Mortgage Account Manager
V.I.P. Mortgage Inc. • Scottsdale, AZ, US
Full-time
Last updated: 17 days ago • Promoted
Relationship Manager - Middle Market
Comerica • Phoenix, AZ, US
Full-time
Last updated: 30+ days ago • Promoted
Portfolio Relationship Manager - Data Centers
Associated Bank - Corp • Phoenix, AZ, United States
Full-time
Last updated: 30+ days ago • Promoted
Relationship Manager
VirtualVocations • Tempe, Arizona, United States
Full-time
Last updated: 30+ days ago • Promoted
Relationship Manager II - Healthcare-Business Banking
PNC • Scottsdale, AZ, US
Full-time +1
Last updated: 21 days ago • Promoted
Relationship Banker - Phoenix North Area
Bank of America • Phoenix, AZ, US
Full-time
Last updated: 6 days ago • Promoted
Client Relations Manager
Arizona Staffing • Phoenix, AZ, US
Full-time
Last updated: 3 days ago • Promoted