Manage tax compliance and planning for high-net-worth individuals, families, trusts, and closely held businesses.
Prepare and review federal, state, and local tax returns for various entities including individuals, trusts, and partnerships.
Identify tax planning opportunities and collaborate with wealth advisors to support clients' broader financial objectives.
Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company has a large team and a client-first fiduciary culture.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Manage tax compliance and planning for high-net-worth individuals, trusts, and closely held businesses.
Identify tax-saving opportunities and coordinate with wealth advisors to support client objectives.
Prepare and review federal, state, and local tax returns while mentoring tax staff.
Focus Partners Wealth is a wealth management firm providing comprehensive financial planning and investment services. With over $180 billion in assets under management, the firm fosters a collaborative, client-focused culture.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Drives frictionless service delivery by partnering with advisors and client service staff to close skill gaps and champion process improvement.
Designs and delivers onboarding and ongoing training for wealth management teams, including AI literacy and tool adoption.
Serves as the voice of WM teams, identifying friction points and bringing structured recommendations to leadership.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, and more. Serving over 31,300 families across 90+ cities, they are ranked #1 RIA firm by Barron’s and offer a flexible, national footprint with a diverse workforce.
Serve as an educational and technical resource to manage complexities of significant wealth, including estate, tax and charitable planning.
Build and maintain relationships with financial advisors and provide consultative education of wealth management services and products.
Collaborate with relevant departments to provide comprehensive recommendations for the financial advisor, the client and their legal and tax professionals.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services. Founded in 1962, the firm has locations across the US, Canada, UK, and Germany, and is listed on the NYSE, with a people-first culture that values diversity and growth.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Create proactive, multi-year tax planning for high-net-worth individuals and their businesses.
Build deep, trusted relationships with sophisticated clients and mentor tax associates.
Leverage the latest tax technology and own outcomes in a high-caliber, small-firm environment.
This firm is a boutique tax strategy and planning firm serving business owners in the $3M–$30M range. It provides proactive, high-touch tax advisory and is focused on high-net-worth individuals, fostering a client-centric environment with top-tier talent.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Develop and cultivate relationships with RIAs, family offices, CIOs, and sophisticated wealth management firms.
Educate advisors on ETF implementation, portfolio construction, tax-efficient investing, and long-term investment strategies.
Partner with leadership to refine business development strategy and market positioning.
Hill Investment Group redefines how advisors and investors implement evidence-based investing through a differentiated ETF platform. The firm combines deep investment expertise with a collaborative, entrepreneurial culture focused on helping advisors make better portfolio decisions.
Own the post-close success of 8-10 acquired firms, acting as the single point of contact for new partners from LOI through full integration.
Drive commercial outcomes by creating firm-specific success plans, monitoring growth and retention metrics, and intervening before issues escalate.
Deliver structured intelligence to leadership and partners, contributing to pre-LOI diligence, post-mortem reviews, and value creation planning.
Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. With over 42,800+ families served across 110+ U.S. cities, the firm is ranked #1 RIA by Barron’s for two consecutive years and employs a diverse, women-majority workforce.
Lead the product roadmap for Advisor Experience, driving tools that improve advisor efficiency and client outcomes.
Build AI-powered features like Aspen AI for meeting prep and transcription to give advisors more time.
Partner with Wealth Operations & Experience to drive key metrics including Net Revenue Retention and Client NPS.
Mercer Advisors is a comprehensive financial services firm that integrates financial planning, investment management, tax, estate, and insurance to help families simplify their financial lives. With over 31,300 families served and a workforce where more than half are women, the company offers a flexible, national footprint and ranks #1 RIA firm by Barron's.
Lead product strategy and roadmap for the UHNW Regis platform, balancing near-term priorities with long-term goals.
Synthesize diverse inputs into clear problem statements and design integrated workflows to improve client and advisor experience.
Partner with engineering, operations, and external partners to deliver scalable, well-architected platform solutions.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. They serve over 31,300 families across 90+ U.S. cities and are ranked #1 RIA firm by Barron's, with a diverse and flexible remote culture.
Coach students and professionals in wealth management, including financial planning, investment strategy, retirement, estate, and tax planning, along with AI fundamentals.
Support career development with resume review, cover letters, LinkedIn optimization, interview prep, salary negotiation, networking, and freelancing strategies.
Set your own hours and rates, host virtual sessions, and collaborate with the Leland team to deliver a high-quality, supportive experience.
Leland is building the home for ambition in the age of AI, connecting people with experts, programs, and communities to land jobs, get into schools, or upskill for an AI-driven world. Since 2021, they've helped tens of thousands of people reach ambitious goals and raised $19M from world-class investors.
Partner with People Operations leadership on organizational design, leveling, and career pathways.
Build talent development pipelines, including first-time manager programs and early career pipelines.
Support the performance cycle, own onboarding curriculum, and build product-area fluency.
Wealthfront is a financial technology company that leverages technology to build powerful, low-cost, and easy-to-use financial products to help modern investors grow their money. They have over 1 million clients trusting them with more than $85 billion and foster a culture of diversity and inclusion.
Prepare and review tax returns for high-net-worth individuals and related entities.
Ensure compliance with all federal and state filing requirements.
Support tax planning initiatives and assist in staff education and client communications.
Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.
Serve as senior strategic lead for enterprise clients, owning executive communication and long-term partnership value.
Drive retention and expansion through renewal, upsell, and cross-sell strategies tied to NRR performance.
Architect integrated growth plans across Paid Media, SEO, CRO, Creative, and RevOps.
Directive Consulting is a B2B marketing agency focused on performance metrics. With over a decade of expertise and 420+ B2B brands, they operate through Performance, Communications, and Commerce divisions, fostering a fast-paced and bold culture.
Lead tax planning kickoff calls and quarterly advisory meetings to design high-impact strategies.
Review financials for missed opportunities and prepare complex returns reflecting strategic planning.
Mentor team members and help scale the firm's advisory offerings and technical standards.
Our client is a growth-minded, remote accounting firm that provides strategic tax advisory to entrepreneurs and real estate investors. They focus on proactive partnership and have a culture of no timesheets and continuous improvement.
Partner with enterprise leadership to design and implement scalable practice management strategies for large RIAs, broker-dealers, and financial institutions.
Own the creation of best practice playbooks, curricula, and thought leadership content to drive advisor adoption and firm-wide growth.
Deliver in-person and virtual sessions at client sites and industry conferences, representing Zocks as a subject-matter expert in practice management.
Zocks is an AI assistant for financial advisors, automating operational work and driving growth. Backed by venture capital, the team of sharp, curious individuals serves 5,000+ firms in a collaborative, low-ego culture.
Lead operational strategy and excellence within wealth services, supporting advisors and clients.
Oversee custodial operations, account management, and process optimization across platforms.
Drive scalable improvements, vendor relationships, and team development to enhance client experience.
The company is a wealth management partner firm specializing in custodial operations and advisor support. It operates with a remote-first culture and emphasizes collaboration and professional growth.