Senior Wealth Strategist
2 months ago
Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales
- Opportunity for tax professional to train and transition to a wealth management career with well-established firm
- Learn all aspects of wealth planning for UHNW clients
- Reports to the Chief Wealth Strategist (JD/CPA)
- Manage client engagements with the goal of developing complex wealth planning solutions and strategies
- Emphasis on high-touch client service
- Extensive opportunity to take on new responsibilities and advance within the organization
- No tax compliance, no selling, no busy seasons; Excellent work/life balance
- Requires 8+ years' tax, estate, or financial planning experience; CPA, or CFP a plus
~Relocation Assistance Available~
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Senior Wealth Strategist
3 months ago
Memphis, United States ECG Resources, Inc. Full timeMulti-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!Opportunity for tax professional to train and transition to a wealth management career with well-established firmLearn all aspects of wealth planning for UHNW clientsReports to...
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Senior Wealth Strategist
4 weeks ago
Memphis, Tennessee, United States ECG Resources, Inc. Full timeECG Resources, Inc. is seeking a Senior Wealth Strategist to counsel ultra high net worth clients on comprehensive wealth planning. The ideal candidate will have 8+ years of experience in tax, estate, or financial planning, with a strong background in UHNW tax expertise.Key Responsibilities:Develop complex wealth planning solutions and strategies for UHNW...
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Multi-Family Office Senior Wealth Strategist
1 month ago
memphis, United States ECG Resources, Inc. Full timeMulti-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!Opportunity for tax professional to train and transition to a wealth management career with well-established firmLearn all aspects of wealth planning for UHNW clientsReports to...
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Multi-Family Office Senior Wealth Strategist
1 month ago
Memphis, United States ECG Resources, Inc. Full timeMulti-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!Opportunity for tax professional to train and transition to a wealth management career with well-established firmLearn all aspects of wealth planning for UHNW clientsReports to...
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Multi-Family Office Senior Wealth Strategist
2 weeks ago
Memphis, TN, United States ECG Resources, Inc. Full timeMulti-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!Opportunity for tax professional to train and transition to a wealth management career with well-established firmLearn all aspects of wealth planning for UHNW clientsReports to...
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Memphis, Tennessee, United States ECG Resources, Inc. Full timeWe are seeking an experienced attorney to counsel our UHNW clients on comprehensive wealth planning.This unique opportunity is ideal for an attorney looking to transition to a wealth management career, with no sales or billable hours required.As a wealth planning attorney, you will have the opportunity to learn all aspects of wealth planning and develop...
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Senior Program Management Strategist
3 weeks ago
Memphis, Tennessee, United States Federal Express Corporation Full timeSenior Program Management StrategistAt Federal Express Corporation, we aim to deliver exceptional results through cutting-edge program management strategies. As a Senior Program Management Strategist, you will play a key role in driving the success of our operations by providing expert guidance on program planning, development, and coordination.**Key...
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Senior Operations Strategist
4 weeks ago
Memphis, Tennessee, United States HTH Companies Full timeCompany OverviewHTH Companies is a leading industrial services provider with a strong presence in the Midwest. Our company is built on the merit shop philosophy, where we reward employees based on their skills, productivity, and quality workmanship. We strive to create an environment where employees can develop their full potential and provide quality...
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Data and Technology Senior Strategist
4 weeks ago
Memphis, TN, United States St. Jude Children's Research Hospital Full timeJob Title: Data and Technology Senior StrategistAbout the Role:We are seeking a highly motivated and self-driven critical thinker to join our Strategic Technology and Transformation Office at St. Jude Children's Research Hospital. As a principal operational strategy advisor, you will play a crucial role in leveraging data and your business acumen to advise...
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Exciting Opportunity for Attorney
2 months ago
Memphis, United States ECG Resources, Inc. Full timeMulti-Family Office in Memphis, TN seeks candidate with a law firm background to counsel clients (25mm+ client range) regarding comprehensive wealth planning.Opportunity for an attorney to train and transition to a wealth management career with well-established firmNo sales, billable hours, or draftingLearn all aspects of wealth planning for UHNW...
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Multi-Family Office seeks Attorney
1 month ago
memphis, United States ECG Resources, Inc. Full timeMulti-Family Office in Memphis, TN seeks candidate with a law firm background to counsel clients (25mm+ client range) regarding comprehensive wealth planning.Opportunity for an attorney to train and transition to a wealth management career with well-established firmNo sales, billable hours, or draftingLearn all aspects of wealth planning for UHNW...
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Multi-Family Office seeks Attorney
1 month ago
Memphis, United States ECG Resources, Inc. Full timeMulti-Family Office in Memphis, TN seeks candidate with a law firm background to counsel clients (25mm+ client range) regarding comprehensive wealth planning.Opportunity for an attorney to train and transition to a wealth management career with well-established firmNo sales, billable hours, or draftingLearn all aspects of wealth planning for UHNW...
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Exciting Opportunity for Attorney
2 months ago
memphis, United States ECG Resources, Inc. Full timeMulti-Family Office in Memphis, TN seeks candidate with a law firm background to counsel clients (25mm+ client range) regarding comprehensive wealth planning.Opportunity for an attorney to train and transition to a wealth management career with well-established firmNo sales, billable hours, or draftingLearn all aspects of wealth planning for UHNW...
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Tax Manager-Investment Mgmt-Private Wealth
6 months ago
Memphis, United States Deloitte Full timePosition Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing...
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Senior Content Strategist
1 month ago
Memphis, Tennessee, United States RedRover Full timeJob DescriptionRedRover Sales & Marketing Strategy is seeking a seasoned Senior Copywriter to join their team. As a key member of the creative team, you will be responsible for developing content that drives tangible business results for B2B clients across various industries. Your expertise in crafting clear, concise, and impactful copy will be essential in...
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Senior Strategist
7 days ago
Memphis, United States St. Jude Children's Research Hospital Full time $104,000 - $186,160Jude Children's Research Hospital You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. Jude Children’s Research Hospital is consistently ranked on Fortune Magazine’s “100 Best Places to Work For” list. Because at our world-class pediatric research hospital, every one of our...
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Senior Account Technology Strategist
4 weeks ago
Memphis, Tennessee, United States St. Jude Children's Research Hospital Full timeJude Children's Research Hospital is a world-class pediatric research hospital that consistently ranks on Fortune Magazine's "100 Best Places to Work For" list.As a highly motivated and self-driven critical thinker, you will play a crucial role in leveraging data and your business acumen to advise and drive strategic decision-making, optimize...
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Data and Technology Senior Strategist
2 weeks ago
Memphis, United States St. Jude Children's Research Hospital Full timeJude Children's Research HospitalThe World's Most Dedicated Never Give UpThere's a reason St. Jude Children's Research Hospital is consistently ranked on Fortune Magazine's "100 Best Places to Work For" list. Because at our world-class pediatric research hospital, every one of our professionals shares our commitment to make a difference in the lives of the...
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Senior Social Media Specialist
1 month ago
memphis, United States Robert Half Full timeRobert Half is seeking a seasoned Senior Social Media Specialist to join our clients Social Media team. As an integral part of the Social Media team, you will focus on crafting effective, multi-platform organic and paid media content and campaigns to shine a spotlight on research, patient care, and workplace culture.Location: Hybrid (first 90 days are...
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Senior Social Media Specialist
1 month ago
memphis, United States Robert Half Full timeRobert Half is seeking a seasoned Senior Social Media Specialist to join our clients Social Media team. As an integral part of the Social Media team, you will focus on crafting effective, multi-platform organic and paid media content and campaigns to shine a spotlight on research, patient care, and workplace culture.Location: Hybrid (first 90 days are...