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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Multimedia Specialist


Core Duties & Responsibilities:


  • Creating, editing, and promoting multimedia content (e.g. videos, podcasts, etc.) Curate and generate content for social media accounts
  • Compose and post content on the company’s website
  • Design inbound and outbound marketing literature (brochures, one-pagers, content, et cetera) to augment the company’s presence in the market
  • Attend and assist in the organization and promotion of events, traditional and digital campaigns to facilitate success
  • Work with marketing team to employ marketing analytics techniques to gather important data (social media, web analytics, rankings, etc.)
  • Collect client satisfaction survey submission and promote success


  • Support sales team with lead list generation and maintenance
  • Assist with maintenance of CRM system and data

Conferences & Events:

  • Identify new swag and reorder existing swag
  • Research vendors
  • Research corporate and executive industry awards
  • Other research tasks, as necessary
  • Upload lead list, deduping


  • Support other administrative duties, including support answering phones
  • Research projects, as needed
  • Contributes to team effort by accomplishing related duties, as needed


  • Ability to read and code basic HTML and CSS
  • Previous experiences working with WordPress preferred
  • Full comprehension of office management systems and procedures
  • Working knowledge of MS Office, familiarity with Adobe suite preferred
  • Excellent written and verbal communication skills
  • Exemplary planning and time management skills
  • Ability to multi-task and prioritize daily workload with multiple team members
  • Must be punctual
  • Great organizational skills
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Contact us to apply

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