Leadership Initiative Sr Associate

RSM•San Francisco, CA

About The Position

The Leadership Initiative Senior Associate for Markets provides project management, coordination, and leadership support to advance defined market and location priorities for the Bay Area and Los Angeles. The role independently manages assigned low- to moderate-risk projects and recurring leadership processes, prepares leadership-ready materials, coordinates stakeholders, tracks commitments, identifies risks, and escalates decisions or barriers appropriately. The position may coordinate executive support activities as needed and serves as a resource for established firm processes and tools. The role coordinates market growth, relationships, and opportunities; supports governance, communications, and meeting execution; and advances culture, talent, alumni, community, and employee experience priorities. It also maintains reporting and operational resources, identifies process improvements, facilitates collaboration across stakeholders, and provides task-level guidance or informal mentoring as assigned. The position may provide flexible support for market, location, and leadership priorities consistent with the role.

Requirements

Associate degree or at least 2 years of related experience; a bachelor’s degree is preferred, or equivalent relevant experience.
At least 4 years of relevant project management, market or location operations, leadership support, growth enablement, marketing, business development, employee experience, or related experience.
1 to 3 years managing multiple low- to moderate-risk projects.
Experience coordinating work across functions and interacting with multiple leadership levels.
Strong project coordination, planning, documentation, milestone tracking, risk identification, and stakeholder management skills.
Business acumen and ability to synthesize information into observations, recommendations, and next steps.
Executive communication, presentation, proofreading, and advanced Microsoft 365 skills.
Strong organization, prioritization, discretion, judgment, emotional intelligence, and attention to detail.
Ability to build trust, influence without authority, work independently within defined scope, and adapt to changing priorities.

Nice To Haves

Bachelor’s degree.

Responsibilities

Translate defined market and location priorities into workplans with outcomes, owners, milestones, dependencies, risks, and success measures.
Coordinate assigned low- to moderate-risk projects and recurring workstreams through implementation and closeout; maintain documentation and action trackers, follow up on commitments, and escalate barriers or decisions requiring leadership attention.
Prepare agendas, presentations, decision materials, status updates, communications, talking points, announcements, and executive summaries.
Coordinate activities with Growth, Industry, Market Development, client-serving leaders, and other partners supporting priority relationships and opportunities.
Connect alumni, professional organizations, community partnerships, sponsorships, employee network groups, and market events to defined objectives; synthesize market, industry, talent, and community information into observations and potential opportunities.
Coordinate leadership meetings, growth forums, all-hands sessions, owner or partner forums, and other strategic cadences, including invitations, logistics, materials, notes, decisions, action items, owners, due dates, and follow-through.
Coordinate calendar or executive support activities when included in the aligned support model.
Coordinate assigned culture, talent, alumni, community, and employee experience initiatives; support plans, calendars, budgets, communications, and execution aligned with market priorities.
Gather participation, feedback, and outcome information and summarize themes through appropriate leadership channels.
Maintain dashboards, trackers, project plans, resource libraries, procedures, and collaboration workspaces; report initiative status, risks, resource needs, dependencies, and recommended next actions.
Identify process gaps, duplication, and repeatable practices and implement improvements within assigned scope.
Serve as a resource for established firm processes, systems, and tools and connect stakeholders with appropriate functional owners.
Facilitate working sessions and coordinate contributors with differing priorities through influence and follow-through.
Share practices and provide task-level guidance, training, or informal mentoring as assigned.
Perform other duties and provide flexible support for market, location, and leadership priorities consistent with the purpose and level of the role.