Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, and personalized succession/exit strategies to clients across the country. We are a young and fast-growing company, dedicated to our craft and focused on providing customized solutions, exceptional customer service, and high quality products to our clients. 

Description

The Sr. Associate, Transaction Advisory Services (TAS) supports the team in all project-related tasks focused on assisting clients in navigating peer-to-peer dealmaking, providing comprehensive internal succession planning guidance, and supporting the development of associated financial models and legal contracts. Tasks include developing core strategies for projects, creating project deliverables, communicating with clients, and monitoring team projects. The position requires a high level of independent work and strong organizational, analytical, and communication skills. We are searching for a self-starter who can deliver high-quality results in a fast-paced environment by identifying effective solutions and maintaining composure under pressure.

Key Responsibilities

1. Project Planning and Coordination:

1. • Supports projects from inception to completion by partnering with the TAS team’s Director to develop, refine, and execute project strategies
   • Prepares meeting agendas, materials, and presentations
   • Facilitates the preparation of project deliverables, which may include form contracts, cash flow models, amortization schedules, memos, reports, presentations, and other relevant project materials. Additionally, reviews and finalizes all deliverables prior to completion.
   • Reviews other service deliverables such as transaction documents, governance documents, valuations, contracts, and models to assist with project completion
   • Monitors project progress and identifies potential risks or issues, promptly addressing them to keep projects on track
   • Attends client meetings and supports strategy development/implementation
   • Interacts directly with clients to answer questions and present materials in alignment with project strategy
   • Strongly contributes to delivery of the TAS team’s Succession Maintenance Program offering
   • Other project-based tasks, as assigned

2. Communication and Reporting: 

1. • Addresses inquiries and directs individuals to appropriate contacts, if not addressed directly
   • Proactively facilitates communication with, or directly communicates with, clients
   • Reviews project activities and resources to ensure smooth execution and delivery
   • Highlights key metrics, achievements, and challenges for the Director’s attention
   • Provides clear updates and directives to internal teams
   • Coordinates the development of content and resources for internal and external audiences

3. Documentation and Records: 

1. • Creates, monitors, and completes tasks in CRM system and/or project management system
   • Maintains electronic files and records
   • Ensure project files are organized and accessible for future reference

4. Process Improvement:

1. • Continuously assesses project delivery processes and implements improvements for increased efficiency and effectiveness
   • Assists in resource allocation and optimization, ensuring the right skills and capacities are utilized effectively
   • Identifies resource gaps and works with relevant teams to address them promptly

5. Research Tasks: 

1. • Stays informed of recent industry, regulatory, and economic trends and updates
   • Stays informed of recent developments impacting services provided by the Transaction Advisory Services team
   • Other research-related tasks, as needed

Qualifications

• Experience with investment banking, mergers & acquisitions, succession planning, and/or professional consulting, required
• Experience with contract preparation/legal writing, preferred
• Experience with financial planning, analysis, and/or financial modeling, preferred
• Knowledge of the financial services industry, preferred
• Strong working knowledge of Microsoft Office Programs (e.g. Word, Excel, PowerPoint, and Teams)
• Experience with CRM Systems (e.g. Salesforce or Hubspot) and experience with Project Management Software (e.g. Zoho, Basecamp, Monday.com, etc.)
• Excellent written and verbal communication skills
• Strong attention to detail with a focus on quality and accuracy
• Ability to multitask and prioritize effectively
• Problem-solving skills and the ability to adapt to changing project requirements
• Leadership capabilities to guide and support project teams effectively
• Team player with a positive “can do” attitude
• Bachelor’s Degree plus 5 years of experience in a related field; or, alternatively, high school diploma plus 7 years of experience in a related field
• Relevant certifications (e.g., CPA, CEPA, JD) are advantageous