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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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UX Designer

 

Core Duties will Include:

Product Design:

  • Create interfaces for online tools (website, member portal, etc.)
  • Create, analyze, plan, and execute automated customer platforms
  • Create, analyze, plan, execute, and report on the website and member portal for lead conversion
  • Collaborate with team and external vendors, as necessary
  • Assist with side projects, as necessary
  • Assist with research projects, as necessary

Marketing:

  • Setup, analyze, and report on SEO metrics
  • Create, analyze, plan, and execute automated customer platforms
  • Setup, analyze, plan, and execute on social media platforms
  • Collaborate with team, as necessary
  • Assist with side projects, as necessary
  • Assist with research projects, as necessary

Conferences & Events:

  • Coordinate, organize, plan, execute all external events (conferences, workshops, webinars)
    • Communicate with sponsors and outside vendors
    • Create promotional image for event and upload to website
    • Coordinate schedules
  • Book travel, update speakers calendars/TeamUp, track expenses
  • Monitor quantity of marketing inventory

Requirements :

  • Strong team player with a positive “can do” attitude
  • Ability to multitask and prioritize effectively
  • Strong organizational skills and attention to detail
  • Working knowledge of Adobe, InDesign, Excel and other Microsoft Office programs
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Contact us to apply

Email your resume and cover letter: careers@successionresourcegroup.com