Strategic Associate

• Partnership, Sales & Growth Operations (50%): collaborating with the President on strategic initiatives, including marketing, sales/partnership operations, demand generation, reporting, and salesforce/team alignment
• Support the development and management of firmwide revenue initiatives by evaluating current sales activities and directly prospecting new business opportunities informed by market trends and internal analysis
• Strengthen data utilization and engagement efficiency by researching emerging tools and capabilities, with a particular focus on AI utilization
• Prepare briefs, insights, and research summaries to ensure the President is fully prepared for internal and external prospect meetings, pitches, and proposals
• Support meeting and report preparation for client meetings, weekly/quarterly team briefs, and executive sessions
• Marketing, Content Creation & Executive Communications (30%): Draft long-form articles, social content, and personalized client pitches that reflect the President's voice and strategic intent
• Manage meeting follow-ups and ensure information flows cleanly to the right stakeholders
• Develop high-impact presentations that distill complex ideas into clear, compelling executive narratives
• Support executive communications, including messaging, email drafts, and internal updates
• Executive Operations & Strategic Initiatives (20%): Lead and independently own special projects, ensuring alignment across Sales, Events, Marketing, and Operations
• Thoughtfully develop suggestions for operational/process improvement, and work with various stakeholders to drive internal and external success
• Proactively manage information flow across the Executive Office to eliminate bottlenecks, streamline stakeholder collaboration, and surface priorities early
• Provide essential support in finance and accounting tasks related to business development
• Track deliverables, timelines, and success metrics to maintain organizational momentum and drive best practices across project management

• 2-5 years of experience in consulting, marketing, sales operations, or a similarly dynamic hybrid role
• Exceptional writing skills with the ability to adopt and maintain a leadership voice across formats
• Excellent communication skills with the ability to organize and manage multiple priorities
• the ability to pick up on nuances of client interaction and communications
• Advanced proficiency in Google Slides with a refined sense of layout, branding, and visual storytelling
• Ability to balance strategic thinking with hands-on execution in a fast-paced sales environment
• Experience working directly with senior leadership and the judgment to handle sensitive information
• A natural bias toward action-you finish one task and immediately identify the next
• A "doer" mentality with the persistence to own workstreams end-to-end with minimal oversight
• A high-output, low-ego approach to work, seeking world-class mentorship and a long-term career springboard

medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan