Multi-Family Office Senior Wealth Strategist
3 weeks 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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Multi-Family Office Senior Wealth Strategist
3 weeks 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, 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, 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 timeSenior Wealth Strategist OpportunityECG Resources, Inc. is seeking a highly skilled Senior Wealth Strategist to join our team. As a key member of our multi-family office, you will work closely with our Chief Wealth Strategist to provide comprehensive wealth planning solutions to our high net worth clients.Key Responsibilities:Develop and implement complex...
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Senior Wealth Strategist
2 weeks ago
Memphis, Tennessee, United States ECG Resources, Inc. Full timeUHNW Wealth Planning OpportunityECG Resources, Inc. is seeking a highly experienced Senior Wealth Strategist to join our team. As a key member of our Multi-Family Office, you will provide comprehensive wealth planning services to ultra high net worth clients.Key Responsibilities:Develop and implement complex wealth planning strategies for UHNW...
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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 seeks Attorney
2 weeks 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
3 weeks 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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Senior Wealth Strategist
6 days 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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Exciting Opportunity for 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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Senior Account Technology Strategist
2 weeks ago
Memphis, TN, United States St. Jude Children's Research Hospital Full timeJob Title: Senior Account Technology StrategistSt. Jude Children's Research Hospital is seeking a highly motivated and self-driven critical thinker to join our Strategic Technology and Transformation Office.Job Summary:We are looking for a Senior Account Technology Strategist to play a crucial role in leveraging data and business acumen to advise and drive...
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Senior Account Strategist
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Senior Program Management Strategist
1 day ago
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Data and Technology Senior Strategist
1 week 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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Senior Operations Strategist
5 days 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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Compensation Strategist
3 weeks ago
Memphis, Tennessee, United States KPMG Full timeCompensation Strategist Opportunity at KPMGKPMG is a leading professional services firm that provides audit, tax, and advisory services to organizations across various industries. We are currently seeking a highly skilled Compensation Strategist to join our Talent & Culture organization.Key Responsibilities:Design and implement compensation strategies for...
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Tax Manager-Investment Mgmt-Private Wealth
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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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Attorney Career Transition Opportunity
1 month ago
Memphis, Tennessee, United States ECG Resources, Inc. Full timeJoin Our Team as a Wealth Planning CounselorECG Resources, Inc. is seeking a highly skilled attorney to join our team as a wealth planning counselor. As a member of our team, you will have the opportunity to counsel clients with complex wealth planning needs and develop comprehensive solutions to meet their goals.Key Responsibilities:Provide expert counsel...
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Dispatch Officer
1 month ago
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Senior Communications Strategist
2 weeks ago
Memphis, Tennessee, United States Vaco Full timeJob Title: Senior Communications ManagerAt Vaco, we are seeking a highly experienced and dynamic Senior Communications Manager to lead and execute high-profile earned media campaigns for our regional, national, and global PR initiatives.Key Responsibilities:Campaign Management: Deliver and execute strategic communications initiatives in collaboration with...