Job description

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. The Strategic Marketing & Communications Lead is an experienced, results-oriented marketing and communications professional with a deep understanding of integrated communications strategies and brand stewardship. Reporting to the Chief Marketing Officer, this team member provides marketing representation to key company channels and is responsible for designing and executing strategies and initiatives that support continued growth, excellence in client service, and elevation of the brand. The role requires effective execution as a strategic thinker, cross-functional facilitator, and collaborator. The Lead interacts regularly with senior leadership team members and represents the MarComm team with professionalism and the highest standards of service. Responsibilities • Responsible for developing and ensuring the execution of strategic marketing and communications plans to support firmwide objectives and activities critical to firmwide success, as identified in collaboration with MarComm leaders. • Serves as the Marketing & Communications strategic liaison for key Sequoia teams experiencing robust growth. Responsible for aligning the objectives of these departments with marketing and communications initiatives. • Serves as the point of contact to the broader MarComm team for assigned channels, including as the primary marketing contact for Sequoia advisors serving within these channels, providing strategic counsel, collateral support, and guidance on available tools. • As the liaison to specific channels, becomes well-versed in how to position the channel for effective marketing purposes and is expected to personally outline, and often write/produce, associated content in order to initiate related materials. • Responsible for facilitation of all content production and communication mediums needed to support marketing for assigned channels, including email communications, presentations, and printed materials. • Guides written materials through visual design to ensure the finished product aligns with the project’s objectives and expectations of the key audiences. • Leads regularly scheduled partnership strategy meetings. Brings related action items to MarComm team for execution. • While often working as in individual contributor, collaborates with all MarComm team members as a team player, bringing related talents and abilities to the department to provide the best outcomes for the firm. Related responsibilities to be determined. Required Skills/Experience • A bachelor’s degree in marketing, communications, business, or a related discipline. • 8+ years of related experience preferably in a multi-family office or Registered Investment Advisory firm. • Excellent interpersonal, verbal, and written communication skills. • Demonstrated success developing and implementing integrated marketing and communications strategies for multi-tiered organizations, departments, and channels. • Strong understanding of personal financial services delivery to UHNW and HNW clients is preferred. • Highly organized and able to manage multiple projects and competing priorities without sacrificing accuracy or efficiency. • Professional presence and ability to develop strong working relationships with leadership. • Ability to thrive in a fast-paced environment. Competencies • Demonstrates a commitment to the core values of integrity, teamwork, and passion. • Strategic, creative, solutions-oriented mindset. • Ability to multi-task and thrive in a fast-paced environment. • Highly organized and detail oriented. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are not able to provide sponsorship. EEO Statement: At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

Requirements

Must-haves

Serves as the Marketing & Communications strategic liaison for key Sequoia teams experiencing robust growth. Responsible for aligning the objectives of these departments with marketing and communications initiatives.
Responsible for facilitation of all content production and communication mediums needed to support marketing for assigned channels, including email communications, presentations, and printed materials.
Guides written materials through visual design to ensure the finished product aligns with the project’s objectives and expectations of the key audiences.
Leads regularly scheduled partnership strategy meetings. Brings related action items to MarComm team for execution.
Required Skills/Experience
A bachelor’s degree in marketing, communications, business, or a related discipline.
8+ years of related experience preferably in a multi-family office or Registered Investment Advisory firm.
Excellent interpersonal, verbal, and written communication skills.
Demonstrated success developing and implementing integrated marketing and communications strategies for multi-tiered organizations, departments, and channels.
Highly organized and able to manage multiple projects and competing priorities without sacrificing accuracy or efficiency.
Professional presence and ability to develop strong working relationships with leadership.
Ability to thrive in a fast-paced environment.
Competencies
Demonstrates a commitment to the core values of integrity, teamwork, and passion.
Strategic, creative, solutions-oriented mindset.
Ability to multi-task and thrive in a fast-paced environment.
Highly organized and detail oriented.

Nice-to-haves

Strong understanding of personal financial services delivery to UHNW and HNW clients is preferred.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: adp-workforce-now
Effort: medium