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
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.
