Succession Resource Group (SRG) is a boutique consulting firm specializing in succession planning, valuation, and transaction advisory for financial advisors, RIAs, and other small business owners. We help clients value, grow, protect, and plan the transition of their businesses, pairing deep technical expertise with white-glove, strategy-first service across valuation, equity and compensation design, entity work, succession readiness, and buy- and sell-side transactions.

We are just as intentional about how we work. SRG is a fully remote team across nearly a dozen states and a two-time honoree on Inc.'s Best Workplaces list (2024 and 2026), a recognition earned through anonymous employee feedback. Our culture runs on a single commitment: Show Up Daily, for our clients, our craft, and each other.

Succession Resource Group is a 100% remote firm. This role does not require travel or transportation, nor does it require prolonged periods of sitting, standing, or walking. Reasonable accommodations are available to enable qualified individuals to perform these essential functions.

Description

As a Senior Associate on our Transaction Advisory Services (TAS) team, you will work directly with clients and the Senior Consultant to move deals and succession plans forward, helping buyers and sellers complete transactions and helping owners plan the shift of ownership and control from one generation to the next. Your assistance with models, documents, communications, and analyses will let clients make every decision with full information, contributing to purchase price strategy, deal terms and structure, and multigenerational transition plans.

You will lead your own workstreams and take ownership of complex problems, working side by side with clients to uncover the root issues behind a deal or transition, help design creative and practical solutions, and build the capabilities in others that deliver lasting impact. You will draft and review deliverables for Senior Consultant approval, contribute to strategy design, and keep engagements organized and on track.

This role sits between our Associate and Senior Consultant positions. You will support the Senior Consultant across engagements and, as availability and readiness allow, lead or co-lead client calls and select engagements. You will also mentor Associates, sharing what you know and helping them grow, without carrying formal management responsibility. Senior Associates who excel build the judgment, client skills, and technical depth to step into a Senior Consultant role.

When You Join SRG

• Continuous learning and apprenticeship. You will work alongside experienced Senior Consultants who invest in your development. Feedback here is frequent, direct, and aimed at helping you grow.
• Ownership and impact. You will own real workstreams and see your work shape client outcomes. The path to Senior Consultant runs through the responsibility you take on here.

• Your ideas matter. We value initiative and fresh thinking at every level, and you will help design the strategies and solutions our clients rely on, and will also contribute to advancements in systems and processes that drive organizational impact.

Key Responsibilities

1. Project Planning and Workstream Ownership

• Leads and owns assigned workstreams from inception to completion, taking responsibility for complex deal and succession problems and driving them to resolution
• Coordinates tasks, timelines, and deliverables across the engagement, ensuring deadlines are met and the Senior Consultant has what they need
• Prepares and/or reviews deal and succession deliverables, including cash flow and pro forma models, purchase price analyses, deal term and structure strategies, organizational and timeline overviews, client deliverables, and client documents
• Communicates with outside parties such as attorneys, lenders, accountants, and other deal advisors, as availability and readiness allow
• Anticipates risks and roadblocks, raising them early with proposed paths forward
• Uses data, facts, and logical reasoning to prioritize work and make sound day-to-day coordination decisions
• Manages time effectively to meet responsibilities and deadlines in a complex, largely autonomous environment
• Attends project and client meetings in a strategy-forward capacity and assists the Senior Consultant into turning the discussion into clear next steps, capturing the context behind the conversation, action items, and potential roadblocks, and following up to keep work moving (AI notetaking tools handle verbatim capture; this role owns the interpretation and follow-through)
• Other project-based tasks, as assigned

2. Review and Quality Assurance

• Serves as first-level reviewer of work, checking models, analyses, and documents for accuracy, completeness, and consistency before they advance
• Provides final approval on simpler deliverables within defined parameters, and routes complex or higher-risk work to the Senior Consultant for secondary review and final approval
• Ensures deliverables meet SRG quality standards and are client-ready

3. Strategy and Solutions

• Takes ownership of strategies and solutions on assigned workstreams, working with clients and the Senior Consultant to uncover the root issues behind a deal or transition
• Helps design creative, practical solutions for purchase price, deal terms and structure, and multigenerational ownership and control transitions
• Identifies areas for discussion and decision, framing options and tradeoffs for the Senior Consultant and client

4. Communication and Reporting

• Communicates clearly and professionally in English, in writing and verbally, adjusting style to suit different audiences and seniority levels
• Leads or co-leads select client calls and engagements in support of the Senior Consultant, as availability and readiness allow
• Addresses incoming questions, as availability and readiness allow
• Keeps the Senior Consultant informed on progress, key metrics, risks, and decisions
• Highlights key metrics, achievements, and challenges to the Senior Consultant
• Provides clear direction, updates, strategy-centric information, and action items to support the Senior Consultant and clients

5. Mentorship and Team Development

• Mentors Associates, sharing knowledge and helping them build technical and client skills
• Delegates task-level work to Associates and reviews it for quality, without formal management authority
• Models SRG's standards and Show Up Daily commitment for less-experienced team members

6. Documentation and Records

• Creates, monitors, and completes tasks in the project management system
• Maintains the project management system by accurately updating client information, project progress, and assigned tasks
• Maintains and oversees engagement records, including deal documentation and succession planning records, ensuring accuracy and completeness
• Ensures project files are organized and accessible for future reference

7. Process Improvement

• Continuously assesses project coordination processes and proposes improvements for increased efficiency and effectiveness
• Collects and organizes process improvement recommendations and discussion topics for review during strategic team meetings
• Contributes to refining the templates, checklists, and resources used across the team

8. Research and Continuous Learning

• Reviews and analyses deal and market research, such as comparable transactions, data input, and related data at the direction of the team to inform strategy
• Builds and applies deep subject-matter expertise across M&A deal structures, valuation, purchase price and terms, and succession and multigenerational transition planning
• Stays informed of industry, regulatory, and market updates affecting the team's services
• Other research-related tasks, as needed

Qualifications

• Bachelor's Degree plus 5 years of relevant experience, including direct transaction, M&A, or succession/deal-advisory experience
• Relevant credential preferred (e.g., CVA, CEPA, CPA, CFA, or CFP®)
• Advanced Excel and financial modeling skills required (e.g., cash flow and pro forma models, deal structures, aggregation of data sources, and scenario analysis)
• Strong working knowledge of the broader Microsoft Office suite (Word, PowerPoint, and Teams)
• Experience with CRM Systems (e.g. Salesforce) and Project Management Software
• Proven ability to lead and own workstreams and manage competing priorities independently
• Ability to review others' work for accuracy, completeness, and quality, and to give constructive feedback
• Sound judgment in structuring ambiguous problems, identifying roadblocks, and knowing when to escalate to the Senior Consultant
• Excellent written and verbal communication skills, including direct client interaction
• Ability to mentor and guide Associates without formal management authority
• Intellectually curious, with a drive to master complex material
• Self-motivated and accountable, with strong ownership of outcomes
• Ambition to grow into a Senior Consultant role
• Attention to detail and commitment to high-quality, client-ready work
• Team player with a positive attitude and resilience in a fast-paced environment
• Experience with deal support, succession planning, valuation, or M&A for financial advisors and RIAs, preferred
• Knowledge of the financial services industry and/or small business finance/tax/accounting concepts, preferred

Essential Functions

All Senior Associates must be able to perform the following essential functions, with or without reasonable accommodation:

• Structure and organize ambiguous problems and information, and act independently to drive workstreams forward
• Lead assigned workstreams and see complex problems through to resolution
• Review and build work-product materials, including financial models, valuation and deal analyses, memos, and presentations
• Use data, facts, and logical reasoning to make sound recommendations against tight timelines
• Communicate effectively and professionally, in writing and verbally, directly with clients and colleagues across all seniority levels
• Mentor and guide less-experienced team members
• Collaborate across time zones using digital productivity and communication tools (e.g., Microsoft Office, Teams, email, video conferencing)
• Manage time effectively to meet all deadlines in a complex and largely autonomous environment
• Adapt to dynamic business needs that may change or evolve over time
• Give and receive frequent mentoring and targeted feedback to support growth and team effectiveness

Compensation

The pay range for this role is:

$75,000.00 to $101,000.00 USD per year (United States)