Strategic Planning & Operations Lead

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

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