Senior Associate, Planning & Operations

Generational Group; Richardson (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Generational Group in Richardson, TX is expanding its Planning & Operations team and seeks a Senior Associate to support paraplanning-adjacent tasks and family-office operations. The role interfaces daily with clients and external professionals, helping coordinate documents, schedules, and workflows.

The ideal candidate will have experience in financial services, a collaborative mindset, and an ability to manage multiple projects while maintaining a client-focused approach.

Qualifications

• Strong written and verbal communication skills for interfacing with attorneys, CPAs, and outside professionals
• Proficiency with financial planning software, CRMs, and Microsoft Office
• Discretion and professionalism when handling UHNW and Family Office matters
• Interest in long-term growth within a scaling wealth management firm

Responsibilities

• Track clients through the financial planning workflow to prevent delays or missed steps
• Collect, organize, and follow up required client documents (statements, tax returns, estate documents, insurance policies, etc.)
• Prepare meeting materials, agendas, and planning packets for advisor-client meetings
• Coordinate a point of contact between internal advisors and external professionals to keep multi-party workstreams on track
• Assist with operational workflows tied to UHNW and Family Office servicing, including account opening/maintenance and transfers

Skills

Written and verbal communication

Discretion and professionalism

Growth mindset

Tools

Financial planning software

CRM platforms

Microsoft Office

Job description

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.

AboutGenerationalGroup

GenerationalGroupisNorthAmerica’sleadingbusinesstransitionfirm,dedicatedtohelpingbusinessownersplanforandexecutethesuccessfulsaleoftheircompany.Withateamofmorethan250professionalsanddecadesofcombinedM&Aexperience,weguideclientsthrougheveryphaseoftheexitprocess—fromstrategicplanningandbusinessvaluationtomarketing,negotiation,andclosing.

Ourmissionistomaximizethevaluebusinessownersreceivefortheirlife’sworkwhileensuringasmoothandsuccessfultransition.Wearecommittedtobuildinglong-termrelationshipsgroundedintrust,integrity,andresults.AtGenerationalGroup,ourpeopleareourgreatestasset,andwefosteracollaborative,high-performanceculturewhereeveryteammemberplaysameaningfulroleinourclients’success.

GWAisarapidlygrowingRegisteredInvestmentAdvisorlocatedintheDallassuburbofRichardson.AsapartoftheGenerationalGroup,GWAfocusesprimarilyonworkingwithbusinessownersandtheirfamiliesbothinpreparationforaliquidityeventandlifethereafter.ClientsincludeHighNetWardlessUltraHighNetWorthindividuals,FamilyOffices,andcharitableorganizations.

GWAhasbeenrecognizedbynumerousorganizationsforitscommitmenttothehighestlevelofservicetoitsclients,includingDMagazineTopWealthManager,USATodayTop500RIAs(2025),andTexasMonthlyasaFive-StarWealthManager.

PositionOverview

ThePlanning&OperationsSr.Associateisarolethatblendsparaplanning-adjacentsupport(documentcollection,scheduling,datainput,newclientonboarding)withFamilyOfficeOperations.Therolerequiresclosecoordinationwithbothinternalteammembersandexternalprofessionals(M&Advisors,estateattorneys,CPAs,andotherspecialists)supportingourclients,includingultra-high-net-worth(UHNW)andFamilyOffice(FO)relationships.

Theidealcandidatewillhavepreviousexperienceworkinginafinancialservicesrole,iscomfortableinterfacingwithbothclientsandexternalpartnersdaily,enjoysmanagingmultipleprojectsatthesametime,andisproactiveinkeepingteammembersontask.

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

KeyResponsibilities

PlanningProcessSupport

• Trackclientsthrougheachstageofthefinancialplanningworkflow,ensuringnothingstallsorfallsthroughthecracks
• Collect,organize,andfollowuponrequiredclientdocuments(accountstatements,taxreturns,estatedocuments,insurancepolicies,etc.)
• Preparemeetingmaterials,agendas,andplanningpacketsforadvisor-clientmeetings

Cross-FunctionalCoordination

• Serveasapointofcontactbetweeninternaladvisorsandexternalprofessionals:attorneys,CPAs,M&Adal teams,tokeepmulti-partyworkstreamsontrack
• Coordinatedocumentexchangeandfollow-upitemsacrosspartiesinvolvedincomplexplanningengagements(estatestructuring,businesstransitions,liquidityevents)
• Trackactionitemsanddeadlinesacrossplanningteamstoensuretimelyfollow-through

OperationalSupport

• AssistwithoperationalworkflowstiedtoUHNWAndFamilyOfficeclientservicing,includingaccountopening/maintenance,transfers,andspecializedpaperwork
• Assistwithspecialprojects(e.g.,technologytransitions,complianceinitiatives,teamworkflowimprovements)asassigned
• Helpmaintainaccuraterecordsforauditandcompliancepurposes

Qualifications

• Excellentwrittenandverbalcommunicationskills,capableofinterfacingprofessionallywithattorneys,CPAs,andotheroutsideprofessionals
• Proficiencywithfinancialplanningsoftware,CRMplatforms,andMicrosoftOffice
• DiscretionandprofessionalismwhenworkingwithUHNWAndFamilyOfficeclientsandsensitivefinancialmatters
• Interestinlong-termgrowthwithinascalingfinancialplanning/wealthmanagementfirm

WhatSuccessLooksLike

• Clientsmovethroughtheplanningprocesswithminimaldelaysormissedsteps
• Advisorsspendlesstimeonadministrativecoordinationandmoretimeonclientstrategy

WhyGenerationalGroup

• Bepartofamarket-leadingfirmwithaproven30+yeartrackrecordofclientsuccess.
• Workalongsideexperiencedfinanceandoperationsprofessionalsinacollaborativeenvironment.
• Compensationcommensuratewithexperience.
• Opportunitiesforprofessionalgrowthandcareerdevelopment.
• Aculturebuiltonintegrity,excellence,andagenuinecommitmenttotheclientsandcommunitiesweserve.

GenerationalGroupisanequalopportunityemployer.Allqualifiedapplicantswillreceiveconsiderationforemploymentwithoutregardtorace,color,religion,sex,nationalorigin,disability,orveteranstatus.