Senior Associate Advice Integration

Who We Are Looking For

We’re seeking a proactive, organized, and relationship-driven professional who thrives in a collaborative environment. You’ll excel in this role if you enjoy managing complex projects, coordinating across teams, and finding ways to improve processes. The ideal candidate brings energy, curiosity, and a passion for creating clarity and connection across multiple functions.

About the Role

The Senior Associate, Advice Integration serves as a project manager and key support resource within the Advice Strategy team. This role focuses on coordinating and executing cross-functional initiatives that enhance integration across NorthRock’s advice, client service, and tax teams. A primary focus will be leading NorthRock’s partnership with Eide Bailly, ensuring seamless collaboration and alignment between internal and external stakeholders. Outside of tax season, this position supports additional Advice Strategy projects that strengthen the firm’s overall advice delivery model.

What You Will Do

• Lead project management and implementation of the Eide Bailly partnership, serving as NorthRock’s main point of contact across advice, client service, and tax functions
• Coordinate communications, deliverables, and processes to ensure efficient and accurate information sharing
• Support ongoing Advice Strategy initiatives, including integration pilots, process enhancements, technology rollouts, and cross-functional projects
• Develop project plans, monitor progress, and identify risks, dependencies, or resource needs
• Partner with leaders across Advice teams to align operational execution with strategic objectives
• Contribute to documentation and continuous improvement of advice-related workflows and processes
• Provide project support to the Advice Strategy leader and team as needed

What You Bring

• Bachelor’s degree in Finance, Accounting, Business, or a related field or equivalent experience
• 3–5 years of relevant experience in financial services, accounting, wealth management, or an advisory environment
• Demonstrated experience managing or supporting complex, cross-functional projects
• Strong understanding of financial, tax, or investment planning concepts
• Familiarity with Salesforce, eMoney, RightCapital, or similar tools preferred
• Experience with project management tools such as Asana preferred
• Exceptional verbal and written communication skills
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities while maintaining accuracy
• Proactive problem-solver who thrives in a collaborative, fast-paced environment

Who You Are

• Collaborative Communicator: You build trust and clarity across teams through thoughtful communication and follow-through.
• Strategic Thinker: You connect dots across teams and systems, always looking for ways to streamline and strengthen integration.
• Organized and Detail-Oriented: You manage multiple moving pieces with precision and take pride in producing high-quality work. 

Additional Requirements

• Work Authorization: Must be authorized to work in the United States
• Background Check: Successful completion of a credit and criminal background check is required

Compensation & Benefits

The estimated base pay salary rate for this role is $78,000 - $99,000 per year. Base salaries are determined based on job-related knowledge, skills, experience, and geographical work location. In addition, depending on the role, many roles are eligible for variable pay such as bonuses, commissions, and/or long-term incentives. To energize and inspire, we offer comprehensive benefits, including a company-funded ESOP and strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

Work Conditions

• Physical Requirements: This role requires occasional physical activity such as lifting, moving, and setting up computer equipment (monitors, docking stations, desktops, etc.). Ability to lift up to 25 pounds may be necessary.
• Repetitive Duties: The position involves extended periods of sitting and computer use, as well as repetitive tasks related to troubleshooting and data entry.
• On-Site Presence: While much of the work is performed from a desk or workstation, occasional movement throughout the office is required to provide in-person technical support and attend meetings.
• We are committed to providing reasonable accommodation for individuals with disabilities. If you require assistance or accommodation during the application or employment process, please contact the People Team at PeopleTeam@NorthRockPartners.com.
• NorthRock Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. We provide an inclusive and welcoming environment for all employees and applicants.

About NorthRock

At NorthRock Partners, we help exceptional people live exceptional lives. Our Personal Office® model brings together a dedicated team of advisors, tax professionals, estate attorneys, and investment experts to serve a client base that includes professional athletes, entrepreneurs, and multigenerational families.

What sets us apart? Our culture. At NorthRock, we lead with good energy, serve others first, and commit to excellence in everything we do. We’re a team of curious, optimistic professionals who are always growing, always improving, and always supporting one another. We believe in showing up with humility, precision, and a deep sense of responsibility—not just to our clients, but to each other. Whether it’s a spontaneous team happy hour, a front-row seat cheering on our athlete clients, or a moment of collaboration in one of our offices, NorthRock employees are rooted in purpose, driven by values, and fueled by connection.