Associate

• Support client engagements under direction of Senior Consultant
• Form and restructure business entities
• Prepare governance documents
• Execute mergers and reorganizations for financial advisors
• Prepare and assemble deliverables from templates
• Coordinate meetings, filings, and timelines
• Keep projects organized and follow through on details

Associate – Team Solutions

• Work directly with clients and the Senior Consultant on deals and succession plans
• Lead your own workstreams and take ownership of complex problems
• Draft and review deliverables for Senior Consultant approval
• Mentor Associates and share knowledge
• Assess project coordination processes and propose improvements

Senior Associate – Transaction Advisory Services

Financial Planning and Analysis

• Support client engagements by coordinating tasks and tracking progress
• Prepare and assemble project deliverables including reports and agreements
• Manage time effectively to meet deadlines in an autonomous environment
• Schedule client calls and coordinate calendars

SRG

Associate – Team Solutions

Senior Associate – Transaction Advisory Services

Associate – Strategic Organizational Planning