Join The Uplevel Team

Build the firm you'd send your own family to.

We're assembling the Team behind the Fractional, Virtual, Multi-Family Office for self-made business owners … and we're deliberate about who we let in. Not many seats. A high bar. Work that actually matters.

Introduce Yourself See Where You Fit

We hire for the standard, not the seat · every introduction starts on camera.

The Enterprise You'd Join

Seven Divisions. One standard.

Uplevel By Design, LLC

Member Success & Fulfillment

Marketing

Sales

Operations

Production

The Done-For-You Firms

Your Books By Design, LLC

Collins Lambert, LLC

One coordinated Team · built by Design

Why Build Here

We turned one integrated plan into a firm. Now we're building the Team to match.

An integrated plan needs an integrated Team.

Most firms in this space sell one piece … a return, a policy, a portfolio … and call it a plan.

We built the opposite. Uplevel By Design, LLC is the coordinated wealth architecture that carries a family from income to legacy across four pillars … tax reduction, asset protection, wealth accumulation, and intentional legacy.

That only works if the Team is as coordinated as the plan. So we don't hire for roles. We look for people who want to own an outcome … and, increasingly, the system that produces it. We're building an AI-enhanced firm, where you manage the workflow toward the result rather than grind the busywork by hand.

Our Standards

Five standards. No exceptions.

These aren't posters on a wall. They're how we decide who stays, who ships, and who earns more responsibility.

Structure Over Heroics

We don't reward last-minute saves. We reward the systems that make the save unnecessary. Predictable beats impressive.

Own The Outcome

Nobody here says “that's not my job.” You carry the ball until it's in the end zone … or you hand it off on purpose, not by accident.

Get Surgical

Vague isn't allowed. Name the problem, cite the reason, show the work. Precision is a form of respect … for the Client and for the Team.

Quiet Authority

We're confident, not loud. The work speaks. We'd rather be the most trusted firm in the room than the most talked-about.

Standards Don't Flex

We say no to good to protect great. If it doesn't meet the bar, it doesn't ship … not to a Client, not to each other.

Where You Fit

Seven Divisions. Find the one that's yours.

We don't post many roles. We're always in conversation with exceptional people … and we build the seat around the right one. Here's the shape of the firm, and what you might own.

Member Success & Fulfillment

Open Now

Design and deliver the Generational Wealth Operating System for our Members, across all four pillars.

Pillar LeadershipWealth StrategyMember SuccessPlanning & Analysis

Marketing

Open Now

Grow the audience and move the right people toward the work … content, search, email, social, and paid, run as one system.

Content & CopySEO & GrowthEmail / LifecyclePaid & Social

Sales

Always Open

Help the right business owners find their way into the right engagement … with clarity, never pressure.

Sales LeadershipEnrollmentSetting

Your Books By Design, LLC

Always Open

Tax, accounting, and CFO work … coordinated with the plan, not bolted on beside it.

Tax / CPAFractional CFOBookkeeping

Collins Lambert, LLC

Always Open

Investment management and insurance … placed inside the structure the plan defines.

AdvisoryInsuranceCoordination

Operations

Always Open

Keep the firm running and the systems integrated … the quiet engine behind every engagement.

Executive SupportFinanceSystems & Tech

Production

Always Open

Tell the story with craft … the video, the funnels, and the site that carry the brand.

Video EditingMotion / SFXFunnels & WebGraphics

Don't see your exact title? The best people rarely fit a posting. Tell us what you'd own

How We Work

You won't just do the work. You'll own the system that does it.

We're a boutique building an AI-enhanced firm … high-trust, high-standard, and deliberate about how the work actually gets done. Titles matter less here than what you own.

You Own A Workflow, Not A Task List

You're handed an outcome and the system that produces it … and you're accountable for the result, not just the steps. Ownership is the job.

You Manage The System … Not The Busywork

In an AI-enhanced firm, you direct the technology toward the outcome. You make the judgment calls; the workflow does the repetition. Every seat here manages systems, not just tasks.

Small Team, Real Ownership

Around 34 people, high standards, low drama. Your work is visible, your name is on it, and there's nowhere for mediocrity to hide. That's the point.

The Process

How it works when you reach out.

It starts on camera … no résumé black hole, and a real person reviews every introduction.

Step 01

You go on camera.

Every introduction starts with a short video. It's step one, not step three … it's how we meet you, and how you show us you can make a point and carry yourself.

Step 02

You tell us the rest.

A few written prompts … what you'd own, how you think, and how you'd work alongside the systems we build.

Step 03

We read and watch closely.

A real person reviews every submission … the words and the way you show up. If there's a fit, we reach out promptly.

Step 04

We go deep, both ways.

A working conversation about what you'd own and the systems you'd run. You interview us just as hard.

An Honest Filter

This isn't for everyone. On purpose.

This is for you if …

The right fit

You've done careful work inside careless systems … and it drove you a little crazy.
You'd rather own one outcome end-to-end than touch ten things halfway.
You think in structure … you see the leak before anyone feels it.
You take feedback as fuel, not as a threat.
You want your name on work you're proud to sign.

This is not for you if …

Not the right fit

You need the next task handed to you every morning.
You think “good enough” is good enough.
You want the title without the ownership that comes with it.
You'd rather be comfortable than get better.
You treat a Client's trust as a transaction.

Edward Collins

JD, CFP®, AAMS, RFC

Founder & Generational Wealth Creation Architect

From The Founder

“I'm not building a bigger firm. I'm building a better one … and that starts with who's on the Team.”

For nearly 30 years I watched talented people do careful work inside careless systems. That's the thing I couldn't stand.

So we built Uplevel By Design, LLC to be the opposite … one coordinated Team, one blueprint, one standard that doesn't flex. The work is real, the stakes are real, and the people we serve are counting on us to get it right.

If that's the kind of place you've been looking for, I want to hear from you … in your own words.

Edward Collins, JD, CFP®, AAMS, RFC

Introduce Yourself

This one starts on camera.

We're not collecting applications. We're meeting people … and here, that starts on video. A short introduction on camera is step one, because how you show up and make a point is part of the work. Then a few written prompts. It takes real effort … that's the point.

Step One · Required

Record your introduction.

A short video … two to three minutes.

Tell us who you are, why Uplevel By Design, LLC, and what you'd want to own. Video is how we meet everyone here … it's required, and it's first. No account, no login … record right from your browser.

Record My Introduction

Can't record video because of a disability or other protected reason? Email careers@uplevelbydesign.com and we'll provide an equivalent alternative … no one is screened out for needing an accommodation.

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Equal opportunity. Uplevel By Design, LLC is an equal-opportunity employer. We evaluate every candidate on merit and job-related criteria … communication, judgment, and the ability to own outcomes … and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.

The video step. The video introduction is part of how we assess job-related communication. If recording video isn't possible for you, we provide an equivalent alternative on request … email careers@uplevelbydesign.com.

At-will. Submitting this introduction does not create an employment contract or a promise of employment.

Your information. We use what you share solely to evaluate your candidacy, never sell it, and retain it as the law requires. California applicants: see our Applicant Privacy Notice.

A real person reads every introduction. That's a promise.