Succession Resource Group · 3 weeks ago
Sr. Associate, Transaction Advisory Services (TAS)
United States
Full-time
Remote
Senior Level
5+ years expSuccession Resource Group is a company focused on Transaction Advisory Services, and they are seeking a Senior Associate to work directly with clients and the Senior Consultant on deals and succession plans. The role involves leading workstreams, providing strategic solutions, and mentoring Associates while ensuring high-quality deliverables.
ConsultingInformation TechnologyB2B
Responsibilities
Leads and owns assigned workstreams from inception to completion, taking responsibility for complex deal and succession problems and driving them to resolution
Ensures documents are correctly formatted, proofread, and upload-ready before submission
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
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
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
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
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
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
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
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
Qualification
Required
Bachelor's Degree plus 5 years of relevant experience, including direct transaction, M&A, or succession/deal-advisory experience
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
Preferred
Relevant credential preferred (e.g., CVA, CEPA, CPA, CFA, or CFP®)
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
Benefits
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.
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.
Company
Succession Resource Group
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.
11-50 employees
Funding
Current Stage
Early StageRecent News
2026-06-30
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