SRG Careers
Associate: Strategic Organizational Planning
Remote (United States)
Sponsorship not specified$60k-$85kDetected 2 days ago
Project ManagementCRMExcelValuationProcess ImprovementCompensationResearchCommunicationMentoringOrganizational SkillsMicrosoft Office
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odds of building a lasting career here
15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- Succession Resource Group (SRG) is a boutique consulting firm specializing in succession planning, valuation, and transaction advisory for financial advisors, RIAs, and other small business owners.
- We're just as intentional about how we work.
- SRG is a fully remote team across nearly a dozen states and a two-time honoree on Inc.'s Best Workplaces list (2024 and 2026), a recognition earned through anonymous employee feedback.
Responsibilities
- Documentation and Records: 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 Ensures project files are organized and accessible for future reference 4.
- Reasonable accommodations are available to enable qualified individuals to perform these essential functions.
- Description As a Strategic Organizational Planning Associate, your support will keep our client engagements running smoothly.
Compensation
- $60,000.00 - $85,000.00 USD per year (United States)
Company info
- Our culture runs on one commitment - Show Up Daily - for our clients, our craft, and each other.
- We're 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.
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This listing is sourced directly from SRG Careers's careers page and normalized into a canonical job model.