Senior Associate, Planning & Operations

Paycom; Richardson (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Generational Group seeks a Planning & Operations Senior Associate to support financial planning workflows for UHNW and Family Office clients in the Dallas/Richardson area. You will collect documents, input data, and coordinate scheduling with advisors, attorneys, CPAs, and deal teams.

The role emphasizes cross-functional coordination, documentation, compliance, and process improvement as the firm scales. A background in financial services and proficiency with planning software and CRM platforms

Qualifications

• Previous experience in a financial services role.
• Comfort interfacing with clients and external partners daily.
• Ability to manage multiple projects concurrently.

Responsibilities

• Track clients through each stage of the financial planning workflow.
• Collect, organize, and follow up on required client documents (statements, tax returns, estate docs, etc.).
• Input and maintain client data in financial planning software and CRM systems.
• Prepare meeting materials, agendas, and planning packets for advisor-client meetings.
• Manage scheduling for client meetings, internal prep sessions, and advisor calendar.
• Serve as a point of contact between internal advisors and external professionals.
• Coordinate document exchange and follow-up items across planning engagements.
• Track action items and deadlines across planning teams to ensure timely follow-through.
• Assist with operational workflows tied to UHNW and Family Office client servicing.
• Help maintain accurate records for audit and compliance purposes.

Job description

Mergers & Acquisitions • Dallas/Richardson, TX • Full-TimeAbout Generational GroupGenerational Group is North America’s leading business transition firm, dedicated to helping business owners plan for and execute the successful sale of their company. With a team of more than 250 professionals and decades of combined M&A experience, we guide clients through every phase of the exit process — from strategic planning and business valuation to marketing, negotiation, and closing.Our mission is to maximize the value business owners receive for their life’s work while ensuring a smooth and successful transition. We are committed to building long-term relationships grounded in trust, integrity, and results. At Generational Group, our people are our greatest asset, and we foster a collaborative, high-performance culture where every team member plays a meaningful role in our clients’ success.About Generational Wealth AdvisorsGWA is a rapidly growing Registered Investment Advisor located in the Dallas suburb of Richardson. As a part of the Generational Group, GWA focuses primarily on working with business owners and their families both in preparation for a liquidity event and life thereafter. Clients include High Net Worth and Ultra High Net Worth individuals, Family Offices, and charitable organizations.GWA has been recognized by numerous organizations for its commitment to the highest level of service to its clients, including D Magazine Top Wealth Manager, USA Today Top 500 RIAs (2025), and Texas Monthly as a Five-Star Wealth Manager.Position OverviewThe Planning & Operations Sr. Associate is a role that blends paraplanning-adjacent support (document collection, scheduling, data input, new client onboarding) with Family Office Operations. The role requires close coordination with both internal team members and external professionals (M&A advisors, estate attorneys, CPAs, and other specialists) supporting our clients, including ultra-high-net-worth (UHNW) and Family Office (FO) relationships.The ideal candidate will have previous experience working in a financial services role, is comfortable interfacing with both clients and external partners daily, enjoys managing multiple projects at the same time, and is proactive in keeping team members on task.This is a growth-oriented role: as the firm continues to grow, there is a clear path to increased scope and seniority within planning operations and client support, without a required track toward a specific licensing or designation track.Key ResponsibilitiesPlanning Process Support• Track clients through each stage of the financial planning workflow, ensuring nothing stalls or falls through the cracks• Collect, organize, and follow up on required client documents (account statements, tax returns, estate documents, insurance policies, etc.)• Input and maintain client data in financial planning software and CRM systems• Prepare meeting materials, agendas, and planning packets for advisor-client meetings• Manage scheduling for client meetings, internal prep sessions, and advisor calendarCross-Functional Coordination• Serve as a point of contact between internal advisors and external professionals: attorneys, CPAs, M&A deal teams, and other specialists, to keep multi-party workstreams on track• Coordinate document exchange and follow-up items across parties involved in complex planning engagements (estate structuring, business transitions, liquidity events)• Track action items and deadlines across planning teams to ensure timely follow-throughOperational Support• Assist with operational workflows tied to UHNW and Family Office client servicing, including account opening/maintenance, transfers, and specialized paperwork• Support process documentation and refinement to improve efficiency across the planning team• Assist with special projects (e.g., technology transitions, compliance initiatives, team workflow improvements) as assigned• Help maintain accurate records for audit and compliance purposes• Excellent written and verbal communication skills, capable of interfacing professionally with attorneys, CPAs, and other outside professionals• Proficiency with financial planning software, CRM platforms, and Microsoft Office• Discretion and professionalism when working with UHNW and Family Office clients and sensitive financial matters• Interest in long-term growth within a scaling financial planning/wealth management firmWhat Success Looks Like• Clients move through the planning process with minimal delays or missed steps• Advisors spend less time on administrative coordination and more time on client strategy• External professionals (attorneys, CPAs, deal teams) experience smooth, responsive coordination• Operational tasks for complex/UHNW clients are handled accurately and proactivelyWhy Generational Group• Be part of a market-leading firm with a proven 30+ year track record of client success.• Work alongside experienced finance and operations professionals in a collaborative environment.• Compensation commensurate with experience.• Comprehensive benefits package.• Opportunities for professional growth and career development.• A culture built on integrity, excellence, and a genuine commitment to the clients and communities we serve.Generational Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.*Only TX Residents will be considered.