Multi Family Office - Senior Relationship Manager

ECG Resources, Inc.; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

ECG Resources, Inc. is seeking a Senior Relationship Manager to advise ultra-high-net-worth families from our Houston office.

This is a highly consultative and client-facing role focused on sophisticated trust, estate, tax, and wealth planning matters with no new-business development responsibilities. Ideal candidates will have JD or CPA with 8+ years in tax, estate planning, wealth planning, or fiduciary advisory, and deep knowledge of trusts to evaluate their legal and fiduciary implications

Qualifications

• JD or CPA required with no exceptions.
• 8+ years of experience in tax, estate planning, wealth planning, or fiduciary advisory.
• Deep knowledge of trusts and ability to evaluate their legal and fiduciary implications.

Responsibilities

• Provide sophisticated trust, estate, tax, and wealth planning guidance to ultra-high-net-worth families.
• Act as trusted advisor in a consultative, client-facing role with no new-business development responsibilities.
• Coordinate a broad range of family office services to support complex wealth strategies.

Skills

UHNW client relationship skills

Education

JD or CPA

Job description

Multi Family Office - Senior Relationship Manager | Houston

A privately held Multi-Family Office with approximately $8 billion in assets under management is seeking a Senior Relationship Manager to advise ultra-high-net-worth families.

The selected candidate will serve as a trusted advisor on sophisticated trust, estate, tax, and wealth planning matters while coordinating a broader range of family office services. This is a highly consultative, client-facing position with no new-business development responsibilities.

Candidates currently working in law or CPA firms are encouraged to apply, as are experienced wealth strategists, relationship managers, fiduciary officers, and in-house wealth planning professionals.

Qualifications

• JD or CPA required, with no exceptions
• 8+ years of experience in tax, estate planning, wealth planning, or fiduciary advisory
• Strong technical planning expertise and exceptional UHNW client relationship skills
• Experience within a law firm, CPA firm, Multi-Family Office, trust company, or similar wealth management environment
• Deep knowledge of trusts and the ability to evaluate their legal and fiduciary implications is a significant plus

~ Competitive compensation package including a base salary, bonus structure, equity component, and outstanding benefits. Relocation Assistance Available ~