Chief Financial Officer

Who we are:

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

This role can sit in either Akron, Mayfield Heights or Westlake, OH.

At Sequoia, the CFO helps the whole firm see itself clearly. This is a senior leadership role responsible for building a finance function that matches where we're headed — sharpening our discipline, strengthening our profitability, and, just as importantly, translating our numbers into a story our people can rally around.

We're an RIA approaching $50 billion in AUM, which means real scale, complexity, and a lot of moving parts across our acquired firms. That calls for a CFO who brings precision and discipline to how we plan, forecast, and report — while keeping pace with our growth goals of 40% annually (25% inorganic, 15% organic).

Reporting to the President and working closely with the Executive Committee, the CFO leads financial strategy and annual planning, FP&A, and performance reporting for the firm, and partners with leadership on capital management and sponsor relations. The CFO also works hand-in-hand with the President and the Head of Advisors on the planning that shapes our advisor workforce — headcount, productivity, capacity, and compensation — so those decisions are grounded in solid financial thinking.

• Build a finance function with the rigor and structure to match Sequoia's ambitions
• Drive margin expansion and smarter operating leverage — not just top-line growth
• Help our team see the big picture: connect the numbers to our progress toward Vision 2030
• Optimize advisor, client/segment, and channel economics and productivity
• Ensure integration consistency across acquired firms
• Keep our financials clean, audit-ready, and easy to stand behind — for sponsors, lenders, and ourselves
• Institutionalize benefit tracking and realization of program business cases