Advisor Training and Integration Specialist

Merger Training Advisor

The Merger Training Advisor plays a critical role in supporting the successful integration of newly acquired firms. This position is responsible for understanding the acquired firm's legacy tools, technologies, workflows, and terminology, and guiding advisors through a smooth transition to Sequoia's technology ecosystem and best practices. Acting as both a trainer and integration partner, the Merger Training Advisor will deliver tailored training, collaborate with the Learning & Development (L&D) team to customize content, and serve as the primary point of contact for acquired advisors throughout the integration process.

Additionally, the Trainer will act as the main point of contact to support and promote our training programs. Effective communication with the M&A team, technology team, leadership team, and L&D team is essential for reporting successes and identifying areas for improvement. A willingness to travel and spend time on-site is also required.

• Participate in merger and integration calls early in the acquisition process to understand the incoming firm's structure, systems, and culture.
• Serve as a resource to newly acquired advisors for approximately 69 months post-close.
• Deliver training sessions, both in person and virtually, to guide acquired advisors through Sequoia's tools, workflows, and best practices.
• Act as the primary Peer Integration Advisor for firms with fewer than seven acquired advisors.
• For larger firms (eight or more advisors), lead and coordinate groups of Peer Guides to support integration at scale.

• Partner with the L&D team to develop and refine training materials, ensuring they are relevant to each acquired firm's starting point.
• Provide insights from integration experiences to improve training programs and materials.

• Minimum 3-5 years as a wealth advisor
• Series 65 and/or CFP
• Demonstrated ability to facilitate group training in person and virtually
• Experience leading 1:1 coaching or mentoring conversations
• Ability to guide individuals through organizational change
• Comfort addressing resistance and coaching advisors through transition stages
• Proven ability to learn new technologies, CRMs, and workflows quickly
• Ability to build rapport quickly with advisors and staff from diverse firm cultures
• Skilled in navigating sensitive or high-pressure conversations

• Experience with Salesforce, Tamarac, E-Money, Schwab, or Fidelity
• Good with PowerPoint and presentation creation
• Previous involvement in an acquisition or integration, either as an advisor or part of an integration team
• Experience with additional RIA/wealth management platforms (e.g., Orion, Black Diamond, Redtail)
• Ability to provide behavioral coaching and support during high-stress periods

• Learning orientation
• Team-oriented
• Excellent communicator and presenter
• Proficient with technology
• Strong customer service skills
• Ability to work with different personalities
• Organized
• Enjoys solving problems