Associate: Team Solutions

Succession Resource Group

5d•$60,000 - $85,000•Remote

About The Position

As a Team Solutions Associate, your support keeps our client engagements running smoothly. Working under the direction of the team’s Senior Consultant, you will help the team as we form and restructure business entities, prepare governance documents, and execute mergers and reorganizations for financial advisors. You will prepare and assemble deliverables from templates, consultant strategies, and client input; coordinate meetings, filings, and timelines; keep projects organized; and follow through on the details, including coordination with outside parties such as state agencies. The role calls for strong organizational skills, attention to detail, and the ability to work independently. We are looking for a detail-oriented self-starter who brings consistent go-getter energy, thrives in a collaborative remote team, and is genuinely eager to keep learning complex, technical material. This is an associate-level role centered on coordination and support, working largely behind the scenes. Client-facing updates, status, and next steps flow through our project management system, with scheduling as the primary administrative, client-facing touchpoint. Associates who excel will use this role as a foundation to build the judgment and technical depth needed to step into a client-facing consulting role, typically within 3–6 years. When You Join SRG Continuous learning and apprenticeship. You'll learn by doing, alongside experienced consultants who invest in your development. Feedback here is frequent, direct, and aimed at helping you grow — and the associates who get the most out of it are the ones who take it to heart and own their trajectory. Your ideas matter from day one. We value initiative and fresh thinking at every level. You'll have real opportunities to shape how we solve problems and improve how we work. A clear path to consulting work. Through mentorship, coaching, and growing exposure to client engagements, you'll build the judgment and technical depth to move toward a client-facing consulting role.

Requirements

Intermediate to advanced Excel skills required (e.g., complex formulas, data organization, cap tables)
Strong working knowledge of the broader Microsoft Office suite (Word, PowerPoint, and Teams)
Experience with CRM Systems (e.g. Salesforce) and Project Management Software
Comfortable coordinating with third parties such as outside parties and state agencies
Accuracy and sound judgment in following established processes, with a strong sense of when to escalate questions to the Senior Consultant
Comfortable working in a primarily behind-the-scenes support role, with client contact limited to administrative scheduling
Openness to giving and receiving frequent feedback and mentoring
Intellectually curious, with a demonstrated drive to master complex material
Self-motivated go-getter who takes initiative and sustains momentum without close supervision
Ambition to grow into a client-facing consulting role
Attention to detail
Strong organizational skills
Team player with a positive "can do" attitude and resilience in a fast-paced environment
Bachelor's Degree plus 3 years of experience in a related field

Nice To Haves

Experience with entity structure, formation, and filing, preferred
Experience with governance documents, contract preparation, or legal writing, preferred
Experience supporting mergers or reorganizations, preferred
Knowledge of the financial services industry, preferred

Responsibilities

Initiates tasks independently and sees them through to completion, supporting projects from inception to close by coordinating tasks, tracking progress, and ensuring deadlines are met
Ensures documents are correctly formatted, proofread, and upload-ready before submission
Coordinates entity filings and registrations with third-party resources and/or state agencies, including formations and amendments, and tracks filing status and deadlines
Coordinates with outside parties to gather information, complete and publish filings, and keep deliverables moving
Monitors project progress and identifies potential risks or issues, promptly flagging them to keep projects on track
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 support capacity and turns 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
Keeps client-facing updates, status, and next steps current in the project management system rather than corresponding with clients directly
Coordinates directly with third parties, including outside parties and state agencies, on filings, documentation, and follow-up
Logs and shares action items, status updates, and next steps with the project team and consultants through the project management system
Schedules client calls and coordinates calendars — the role's primary administrative, client-facing touchpoint
Fields incoming questions and routes them to the appropriate consultant or team member
Communicates clearly and professionally in English, in writing and verbally, adjusting style to suit different audiences and seniority levels
Highlights key metrics, achievements, and challenges to the Senior Consultant
Provides clear updates and action items to the project team
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
Organizes electronic files and records, including entity records and governance documentation
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
Assists with entity and jurisdictional research, gathering and organizing state filing requirements, governance considerations, and related data at the direction of the team
Actively builds depth in the complex, technical subject matter behind our services (e.g., entity structuring and formation, governance documents, and mergers and reorganizations)
Stays informed of recent industry updates
Stays informed of recent updates impacting the services provided by the Team Solutions team
Other research-related tasks, as needed
Organize tasks and information, and act independently to keep work moving
Coordinate and track project plans against clear goals and deadlines
Coordinate with external parties such as state agencies and registered agents to complete filings and documentation
Prioritize effectively and make sound day-to-day decisions to meet deadlines
Comprehend written content (e.g., emails, articles, spreadsheets, and governance documents) and synthesize it into a clear, communicable format, written or verbal
Prepare work-product materials from templates, which may include entity and governance documents, Excel models, memos, and other written deliverables
Initiate tasks independently and see them through to completion
Communicate effectively and in a structured manner, primarily in writing, with colleagues consultants, and third parties across all seniority levels
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 your own growth and the team's effectiveness