Implementation & Proposal Analyst

Implementation & Proposal Analyst

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.

The Implementation & Proposal Analyst is a member of Sequoia's Investment Implementation department and reports to the Investment Implementation Lead. This role is Sequoia's subject matter expert on investment proposals, the owner of how a proposal is built, what it says, and the standard it must meet; it also supports the investment of client assets ether, those are the two points at which the firm's investment strategy is first explained to a client and then made real in their portfolio.

On the proposal side, the analyst translates advisor input into a recommended strategy drawn from Sequoia's investment platform, models tax and transition impact before a proposal is presented, and holds every proposal to a consistent standard. As the subject matter expert, the analyst owns the proposal methodology and technology, continuously evaluates how technology can streamline the process and elevate the deliverable, serves as the reference point for advisors and the Investment Implementation team on what the process can and cannot support, and trains and reviews others who build proposals.

On the implementation side, the analyst plans and executes the transition of newly funded assets into the agreed strategy and confirms that what the client agreed to is what the client owns before the relationship is handed to Investment Operations.

• Reports To:
  
  Investment Implementation Lead.
• Direct Reports:
  None.
• Work Arrangement:
  Hybrid.
• Travel:
  Limited

• Serve as Sequoia's subject matter expert on investment proposals, owning the proposal methodology, standards, and technology, and acting as the reference point for advisors, marketing, compliance and the Investment Implementation team on what the process supports.
• Build investment proposals for prospective and existing client relationships, translating advisor input on client objectives, constraints, and existing holdings into a recommended allocation drawn from the firm's strategies.
• Model the tax and transition impact of a proposed strategy before it is presented, including embedded gains, cost basis, holding periods, concentrated positions, and account-level restrictions.
• Train, support, and review the work of other Investment Implementation team members who build proposals, to ensure a consistent deliverable.
• Maintain proposal templates, analytics and comparison exhibits, and standard disclosure language, coordinating with Compliance on required language and with Marketing on presentation standards.
• Evaluate and adopt technology that strengthens the proposal process, improving accuracy, turnaround, and the quality of the client-facing deliverable.
• Manage the proposal queue against turnaround expectations, keeping advisors informed on status and escalating capacity conflicts and time-sensitive requests to the Investment Implementation Lead.
• Partner with Portfolio Strategists and Investment Research on strategy selection questions, custom or non-standard requests, and proposals that fall outside the published lineup.
• Support onboarding of newly funded relationships,…