Senior Associate, Planning & Operations

Join over 300 of the brightest minds in middle-market mergers and acquisitions.

We’re always on the look out for talented people to join our award-winning team. Our people are paramount to our success so you’ll need to be at the top of your game and prepared to work hard to achieve our goals and the goals of our clients. Browse our current opportunities and discover the benefits of working at Generational Group below.

Generational Groupis North America ’sleadingbusinesstransitionfirm,dedicatedtohelpingbusinessownersplanforandexecutethesuccessfulsaleoftheircompany.

Withateamofmorethan
250professionalsanddecadesofcombinedM&Aexperience,weguideclientsthrougheveryphaseoftheexitprocess—fromstrategicplanningandbusinessvaluationtomarketing,negotiation,and closing.

Ourmissionistomaximizethevaluebusinessownersreceivefortheirlife’sworkwhileensuringasmoothandsuccessfultransition.

Wearecommittedtobuildinglong-termrelationshipsgroundedintrust,integrity,and results.

At Generational Group ,ourpeopleareourgreatestasset,andwefosteracollaborative,high-performanceculturewhereeveryteammemberplaysameaningfulroleinourclients’success.

GWAisarapidlygrowing Registered Investment Advisorlocatedinthe Dallassuburbof Richardson .Asapartofthe Generational Group ,GWAfocusesprimarilyonworkingwithbusinessownersandtheirfamiliesbothinpreparationforaliquidityeventandlifethereafter.

Clients include High Net Wardless Ultra High Net Worth individuals ,Family Offices,andcharitableorganizations.

GWAhasbeenrecognizedbynumerousorganizationsforitscommitmenttothehighestlevelofservicetoitsclients,includingDMagazine Top Wealth Manager ,USAToday Top
500

RIAs(2025),andTexas Monthlyasa Five -Star Wealth Manager .

The Planning&Operations Sr.Associateisarolethatblendsparaplanning-adjacent support(document collection,scheduling,datainput,newclientonboarding) with

Family Office Operations .Therolerequiresclosecoordinationwithbothinternalteammembersandexternalprofessionals(M&Advisors,estate attorneys,CPAs,andotherspecialists) supportingourclients,including ultra-high-net-worth(UHNW) andFamily

Office(FO) relationships.

Theidealcandidatewillhavepreviousexperienceworkinginafinancialservicesrole,iscomfortableinterfacingwithbothclientsandexternalpartnersdaily,enjoysmanagingmultipleprojectsatthesametime,andisproactiveinkeepingteammembersontask.

Thisisagrowth-oriented role:asthefirmcontinues to grow,thereisclearscope to increased scope and seniority within planning operations and client support,withoutarequiredtrack toward a specific licensing or designation track.

• Trackclientsthrougheachstageofthefinancialplanningworkflow,ensuringnothingstallsorfallsthroughthecracks
• Collect,organize,andfollowuponrequiredclientdocuments(account statements,tax returns,estate documents,insurance policies,etc.)
• Preparemeetingmaterials,agendas,andplanningpacketsforadvisor-client meetings

• Serveasapointofcontactbetweeninternaladvisorsandexternalprofessionals:attorneys,CPAs,M&Adal teams,tokeepmulti-partyworkstreamsontrack
• Coordinatedocumentexchangeandfollow-upitemsacrosspartiesinvolvedincomplexplanningengagements(estate structuring,business transitions,liquidity events)
• Trackactionitemsanddeadlinesacrossplanningteamstoensuretimelyfollow-through

• AssistwithoperationalworkflowstiedtoUHNWAnd Family Officeclientservicing ,includingaccountopening/maintenance,transfers,andspecializedpaperwork
• Assistwithspecialprojects(e.g.,technology transitions,compliance initiatives,teamworkflowimprovements) as assigned
• Helpmaintainaccuraterecordsforauditandcompliancepurposes

• Excellentwrittenandverbalcommunicationskills,capableofinterfacingprofessionallywithattorneys,CPAs,andotheroutsi…