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Investment Proposal & Implementation Specialist
Job in
Dublin, Franklin County, Ohio, 43016, USA
Listed on 2026-09-06
Listing for:
ADP, Inc.
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
Sequoia Financial Group seeks an Implementation & Proposal Analyst in Dublin, OH. Hybrid work arrangement with responsibilities spanning proposal development and asset transition coordination.
The role focuses on translating advisor input into compliant, strategy-based proposals and ensuring accurate execution through onboarding. The candidate should have 5+ years in financial services, strong communication skills, and proficiency with Excel and PowerPoint.
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