Senior Associate, Client Advisory Services

Ownership Works is seeking a professional passionate about the intersection of capital markets and social impact. As a member of the Private Equity and Plan Design group on the Client Advisory Services team, the Senior Associate will play a crucial role in expanding Ownership Works’ programs to businesses in private and public markets. The Senior Associate will be responsible for developing the strategy, design, and financial structure of new ownership plans and supporting client relationships across our 45+ private equity partners. The Client Advisory Services team supports mission-driven investors and corporate executives in developing effective ownership programs that create value for all stakeholders through efficient plan design, financial modeling, and integration with value-creation plans. Its team members are: Results-oriented with a culture of humility and excellence. Pragmatic optimists who enjoy translating “big ideas” into actionable plans and results. Strategic, curious, diverse, and accountable. Incredibly fast-moving as we build and grow the organization. About the Position What You’ll Achieve Develop Ownership Works’ consultative and specialized technical services while driving client uptake of ownership programs. Help establish Ownership Works as a thoughtful, value-add advisor to private equity partners and companies implementing shared ownership programs. How You’ll Succeed Success in this role is driven not only by what you accomplish, but by how you approach your work. The competencies below reflect the behaviors and skills we look for in high-performing Senior Associates. Operational excellence: You produce high-quality, client-ready work that is accurate, timely, and clearly communicates key messages, adapting your tone and approach for different audiences. Project management: You take ownership of projects and deliverables from start to finish, effectively managing priorities, anticipating roadblocks, and ensuring next steps continue moving forward. Communication: You contribute meaningfully to internal and client conversations by leading portions of meetings, sharing thoughtful perspectives, and asking questions that advance productive dialogue. What You'll Gain A unique opportunity to work with top leaders in finance and business to impact the lives of thousands of hardworking individuals by transforming businesses and creating shared wealth. Opportunity to further develop consulting and modeling skills while building expertise in shared ownership programs. Client-facing experience and opportunity to work directly with private equity teams, including investment leads, operating and sustainability professionals, as well as executives at mid- and large-cap companies. Talented and passionate colleagues; support and mentorship from highly accomplished professionals. A flexible work environment within a people-centered organization. Key Responsibilities Design ownership plans with multiple components related to equity instruments, financial models, implementation, and communication. Synthesize and structure complex topics for PE, executive, and operator audiences to drive plan adoption. Leverage AI tools to gather and analyze data; formulate customized solutions; develop and present results/recommendations to clients (in Excel or PowerPoint format). Prioritize multiple projects, organize workflows, and ensure timely and accurate completion of deliverables. Work with managers and senior managers to support and strengthen relationships with clients. Contribute to organizational development efforts to achieve ambitious mission and growth targets. About You Minimum Qualifications B.A./B.S. required. 2–4 years of consulting, finance, or other related experience; management consulting, investment banking, or private equity experience strongly preferred. Preferred Qualifications Strong analytical skills and ability to structure complex topics for senior audiences. Ability to translate strategic and financial insights into clear and succinct PowerPoint slides for senior private equity and portfolio company audiences. Ability to design and build professional financial models in Excel; ability to identify key drivers and sensitize the model accordingly. Passion for social impact and the mission of Ownership Works. Interest in becoming a subject matter expert in employee ownership. Demonstrated experience and willingness to learn to use AI tools to accelerate and improve the quality of professional work. Ability to independently drive a workstream as part of a broader team project. Exceptional written and verbal communication skills. Excellent relationship management skills. Highly responsive and collaborative team player. Self-starter with an entrepreneurial mindset. Proven time management and multitasking abilities while maintaining excellent attention to detail. Ownership Works is committed to building a diverse and inclusive workplace. If you’re excited about this role but your experience doesn’t perfectly align with every qualification, we encourage you to apply anyway. Additional Information Compensation We offer competitive compensation that reflects the impact of this role and is informed by factors such as experience, skills, and business needs. For candidates based in New York City, the expected salary is $120,000 , plus an annual discretionary, performance-based bonus. Benefits We’re committed to making Ownership Works an exceptional place to work. We invest meaningfully in our people and are continually evolving how we support their growth, wellbeing, and success. Our benefits include: Comprehensive healthcare coverage for you and your family (medical, dental, and vision) Unlimited paid time off and a generous holiday schedule (including the last week of the year), so you can recharge when you need to. 401(k) with generous employer contributions to support your long-term financial wellbeing. 18 weeks of fully paid parental leave Fully covered life insurance, short-term, and long-term disability plans Flexible hybrid work model , with two days in our NYC office per week and additional work-from-home flex time as needed. Annual professional development budget to support your growth and learning. Equal Opportunity Employer Ownership Works is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. E-Verify We use the federal E-Verify system to confirm the employment authorization of all newly hired employees.