Advisor-Facing Portfolio Strategist

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Full Time Professional Akron, Akron, OH, US

18 days ago Requisition

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.

Position

Summary The Portfolio Strategist serves as the investment resource for an assigned regional advisor base, partnering with advisors to win new business and deepen existing client relationships. In a business development capacity, the Portfolio Strategist supports advisors in prospect meetings and delivers presentations to channels across the region. They also join advisors in client review meetings where a complex investment discussion is warranted or where a significant life event has changed the client's circumstances and portfolio needs.

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.

Position

Summary The Portfolio Strategist serves as the investment resource for an assigned regional advisor base, partnering with advisors to win new business and deepen existing client relationships. In a business development capacity, the Portfolio Strategist supports advisors in prospect meetings and delivers presentations to channels across the region. They also join advisors in client review meetings where a complex investment discussion is warranted or where a significant life event has changed the client's circumstances and portfolio needs.

The role carries primary responsibility for advisor education, building fluency in Sequoia's investment platform, communicating enhancements to it, and helping advisors understand how the platform and client portfolios are operated and executed. Ultimately, the Portfolio Strategist is accountable for appropriate adoption of Sequoia's investment platform across their advisor base.

Responsibilities

• Portfolio and Investment Consultation
  • Assess prospect investment needs, including existing holdings, objectives, constraints, risk tolerance, tax posture and liquidity requirements.
  • Determine where Sequoia's specialized and complex solutions are appropriate for a given prospect or client situation and articulate the rationale to advisors and prospects.
  • Develop a high-level plan for target allocation and the transition approach required to reach it.
  • Document the approved plan and hand it off to the Investment Implementation team for proposal construction.
  • If the business is won, remain available to Investment…