Associate: Strategic Organizational Planning

Key Responsibilities

• Project Planning and Coordination:
  • Initiates tasks independently and sees them through to completion, supporting projects from inception to close by coordinating tasks, tracking progress, and ensuring deadlines are met
  • Prepares and assembles project deliverables from templates, consultant strategies, and client input — including Excel models, PowerPoint decks, memos, reports, contracts, agreements, and other project resources
  • Maintains the project management system by accurately updating client information, project progress, and assigned tasks
  • Monitors project progress and identifies potential risks or issues, promptly flagging them to keep projects on track
  • Uses data, facts, and logical reasoning to prioritize work and make sound day-to-day coordination decisions
  • Manages time effectively to meet responsibilities and deadlines in a complex, largely autonomous environment
  • Attends project and client meetings in a support capacity and turns the discussion into clear next steps — capturing the context behind the conversation, action items, and potential roadblocks, and following up to keep work moving
• Communication and Reporting:
  • Keeps client-facing updates, status, and next steps current in the project management system rather than corresponding with clients directly
  • Logs and shares action items, status updates, and next steps with the project team and consultants through the project management system
  • Schedules client calls and coordinates calendars — the role's primary administrative, client-facing touchpoint
  • Fields incoming questions and routes them to the appropriate consultant or team member
  • Communicates clearly and professionally in English, in writing and verbally, adjusting style to suit different audiences and seniority levels
  • Highlights key metrics, achievements, and challenges to the Senior Consultant
  • Provides clear updates and action items to the project team
• 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
• Process Improvement:
  • Continuously assesses project coordination processes and proposes improvements for increased efficiency and effectiveness
  • Collates and organizes process improvement recommendations and discussion topics for review during strategic team meetings
• Research and Continuous Learning:
  • Assists with compensation research and benchmarking, gathering and organizing data at the direction of the team
  • Builds depth in the complex, technical subject matter behind our services (e.g., equity sharing, compensation design, employment strategies, and long-term incentive plans)
  • Stays informed of recent industry updates
  • Stays informed of recent updates impacting the services provided by the Strategic Organizational Planning team
  • Other research-related tasks, as needed

Qualifications

• Intermediate to advanced Excel skills required (e.g., complex formulas, data organization, and populating cash flow and compensation models)
• Strong working knowledge of the broader Microsoft Office suite (Word, PowerPoint, and Teams)
• Experience with CRM Systems (e.g. Salesforce) and Project Management Software
• Accuracy and sound judgment in following established processes, with a strong sense of when to escalate questions to the Senior Consultant
• Comfortable working in a primarily behind-the-scenes support role, with client contact limited to administrative scheduling
• Openness to giving and receiving frequent feedback and mentoring
• Intellectually curious, with a demonstrated drive to master complex material
• Self-motivated go-getter who takes initiative and sustains momentum without close supervision
• Ambition to grow into a client-facing consulting role
• Attention to detail
• Strong organizational skills
• Team player with a positive "can do" attitude and resilience in a fast-paced environment
• Experience with employment strategies, compensation design, and/or long-term incentive plans, preferred
• Knowledge of the financial services industry, preferred
• Bachelor's Degree plus 3 years of experience in a related field

Pay Range

The Pay Range For This Role Is $60,000.00 – $85,000.00 USD per year (United States)