Talent.com
Relationship Manager

Relationship Manager

ECG ResourcesMatthews, NC, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

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~

serp_jobs.job_alerts.create_a_job

Relationship Manager • Matthews, NC, US

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Relationship Manager - Middle Market Charlotte

Relationship Manager - Middle Market Charlotte

ComericaCharlotte, NC, US
serp_jobs.job_card.full_time
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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Manager

Relationship Manager

ComForCareFort Mill, SC, US
serp_jobs.job_card.full_time
Join Our Team At ComForCare Home Care.At ComForCare Home Care, we value our employees like family.We celebrate success and have fun. Our focus is to help our clients and employees live their best li...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Manager I - Business Banking

Relationship Manager I - Business Banking

PNCCharlotte, NC, US
serp_jobs.job_card.full_time +1
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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Business Banking Relationship Manager Charlotte, NC

Business Banking Relationship Manager Charlotte, NC

Bank of AmericaCharlotte, NC, US
serp_jobs.job_card.full_time
Small Business Relationship Manager.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Future Opening : Relationship Manager

Future Opening : Relationship Manager

ComForCareRock Hill, SC, US
serp_jobs.job_card.full_time
Join Our Team At ComForCare Home Care.At ComForCare Home Care, we value our employees like family.We celebrate success and have fun. Our focus is to help our clients and employees live their best li...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Premier Relationship Banker II

Premier Relationship Banker II

First Citizens BankCharlotte, NC, US
serp_jobs.job_card.full_time
This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners.Strengthens and m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Manager- Wealth Management

Relationship Manager- Wealth Management

VanguardCharlotte, NC, US
serp_jobs.job_card.full_time
Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Manager

Relationship Manager

HCAOAFort Mill, SC, US
serp_jobs.job_card.full_time
Join Our Team at ComForCare Home Care.At ComForCare Home Care, we value our employees like family.We celebrate success and have fun. Our focus is to help our clients and employees live their best li...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Banker

Relationship Banker

First National Bank of PennsylvaniaCharlotte, NC, United States
serp_jobs.job_card.full_time
Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Wealth Management Client Relationship Manager

Wealth Management Client Relationship Manager

TIAACharlotte, NC, US
serp_jobs.job_card.full_time
Wealth Client Relationship Manager.The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.Working under m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Relationship Banker or Senior Relationship Banker- Northcross

Relationship Banker or Senior Relationship Banker- Northcross

TruistHuntersville, NC, US
serp_jobs.job_card.full_time +1
Job Opportunity at Truist Financial Corporation.Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Manager, NorCal

Relationship Manager, NorCal

Palmetto Clean TechnologyCharlotte, NC, US
serp_jobs.job_card.full_time
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future.With a belief that consumers can. Our award-winning technology platform empowers homeowner...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Commercial Relationship Manager

Senior Commercial Relationship Manager

HuntingtonCharlotte, NC, US
serp_jobs.job_card.full_time
Senior Commercial Relationship Manager.Huntington Bank's Senior Commercial Relationship Manager will be responsible for building and servicing a sound and profitable portfolio of commercial busines...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Regional Banking Relationship Manager Senior

Regional Banking Relationship Manager Senior

HuntingtonCharlotte, NC, US
serp_jobs.job_card.full_time
Regional Banking Relationship Manager, Senior.Huntington Bank's Regional Banking Relationship Manager, Senior will be responsible for acquiring new business relationships to Huntington as well as m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Banker or Senior Relationship Banker - Union

Relationship Banker or Senior Relationship Banker - Union

TruistConcord, NC, US
serp_jobs.job_card.full_time +2
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Relationship Manager II - Healthcare

Relationship Manager II - Healthcare

PNCCharlotte, NC, US
serp_jobs.job_card.full_time +1
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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Brokerage Manager

Brokerage Manager

High Road Partners Inc.Charlotte, NC, US
serp_jobs.job_card.full_time
Brokerage Manager – Open Deck (Hybrid).Asset-based carrier's brokerage division is seeking to expand their service in the flatbed / specialized market. Ideal candidate will have experience in both sal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Relationship Management Consultant

Relationship Management Consultant

CAPTRUSTCharlotte, NC, US
serp_jobs.job_card.full_time
Relationship Management Consultant.A dynamic, energetic Relationship Management Consultant who will deliver high-level customer service to clients to the firm. The successful candidate will join an ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30