🚀 Associate Consultant

Overview

Curtis Strategy is a strategy consulting firm serving purpose-driven organizations in the Health & Human Services, Higher Education, Credit Unions, Associations, and other nonprofit sectors. Curtis Strategy specializes in Strategic Planning, Organization Design, Board Governance, Succession Planning, and Merger and Affiliation (M&A) Strategy. Our team drives the change and evolution of nonprofits into the future by working collaboratively with organizations to align the right resources, design innovative strategies, and create customized plans leading to future growth and sustainability. Our mission is to advance nonprofit organizations toward future relevance through exponential thinking, innovative strategy, and transformative change.

Position Overview

Curtis Strategy is growing and looking to hire dynamic Associate Consultants to join our firm. While this role will primarily focus on the credit union sector, project demands will require flexibility and necessary crossover into our other service sectors. Associates play an integral role in engagement support, client success, and business analytics. Associates serve on multiple client engagements, manage complex projects, and routinely interact with leading nonprofit C-Suite executives, boards of directors, and industry leaders. As Associates grow and develop within the firm, they have the opportunity to take on increasing responsibilities and advance to the position of Strategy Consultant.

To be considered for this role, applicants must submit a resume and a customized cover letter detailing their experience in the financial services industry and with project management.

Primary Purpose

To support the work of the Strategy Consultant in ensuring high-quality analytics, presentations, and project support.

Primary Responsibilities

• Provide comprehensive support to clients throughout the entire project lifecycle and collaborate closely with the project team to address critical issues and identify opportunities for improvement
• Support the design and development of high-quality client deliverables and client communications, including recommendations/synthesis of insights from analysis
• Manage project logistics, including scheduling meetings, coordinating tasks, and tracking deadlines, to ensure projects stay on track and meet client expectations
• Develop analytical processes and structure findings to provide actionable client insights
• Manage complex data sets and perform quantitative analysis
• Perform primary and secondary research

Additional Responsibilities

• Facilitate comprehensive stakeholder engagement across all levels of the client's organization—including individual interviews, focus groups, and surveys. Analyze the findings to problem-solve and, in collaboration with the lead Strategy Consultant, develop data-driven recommendations for improving the client's organization.
• Develop meaningful client relationships
• Compile, analyze, and present information orally, visually, and in writing using approved deliverable reports and templates
• Support the continuous improvement of our service delivery model by identifying inefficiencies in internal processes, providing feedback on client deliverable templates, and recommending practical solutions for enhancing quality and effectiveness
• Perform other duties as assigned

Qualifications

• 4+ years of work experience; banking, management consulting, or equivalent professional experience preferred
• Proficient in the use of Google Workspace
• Experience analyzing and synthesizing large data sets in Google Sheets
• Experience in developing and presenting high-quality client deliverables
• Strong interest in nonprofit sectors, services, and strategy
• Ability to view challenges through multiple levels of perspective and problem-solve creatively
• Effectively communicate with all levels of an organization
• Excellent interpersonal and written communication skills
• Self-motivated with the ability to work both independently and remotely as a team player
• Ability to manage complexity in a dynamic client and team environment
• Ability to work collaboratively with key internal and external leaders
• Skilled in relationship-building and active listening
• Strong attention to detail and project management skills
• Ability to meet deadlines
• Willingness to travel as required for client projects

Sectors

• Credit Unions
• Human Services
• Associations
• Higher Education
• Foundations

Employment Type

Full-Time/ W-2

Compensation

$60,000-$65,000 + bonus

Job Functions

Consulting, Project Management, Strategy, Data Analysis & Synthesis

Location

Must be located in the Boston area, with national travel expected based on client need. The role is primarily remote when not engaging clients in-person.