Succession Resource Group
Succession Resource Group Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers disability insurance
Offers dental insurance
Offers vision insurance
Offers health insurance
Offers generous parental leave
Offers performance bonuses
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers generous PTO
Provides bereavement leave
Provides paid holidays
Provides military leave
Company Culture
Utilizes a flexible work schedule
Offers a remote work program
Provides free snacks and drinks
Career Growth + Development
Job training & conferences
Provides tuition assistance
Recently posted jobs
Fintech • Software • Consulting • Financial Services
Provide project coordination and administrative support for succession-planning engagements: prepare deliverables from templates, manage filings and timelines, coordinate third parties and meetings, maintain project management systems, conduct jurisdictional research, and support process improvements while building technical knowledge for future client-facing consulting work.
Fintech • Software • Consulting • Financial Services
Lead workstreams on M&A and succession engagements for financial advisors and small-business owners. Build and review financial models, draft client deliverables, coordinate with deal advisors, mentor Associates, and ensure quality and project documentation while contributing to strategy, process improvements, and client-facing communication.
Fintech • Software • Consulting • Financial Services
Provide project coordination and support for succession and organizational planning engagements: prepare Excel models, PowerPoint decks, memos, and contracts; manage project timelines and PM system updates; schedule client calls; perform compensation research; maintain documentation; and continuously learn technical subject matter to progress toward a client-facing consulting role.
