Retirement Plan Advisor

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    "requisitionDescription": "<div><p>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:</p><ul><ul><li><strong>Integrity.</strong>&nbsp; We act in the best interests of others by providing an honest, consistent experience for our clients and team.&nbsp;</li><li><strong>Passion</strong>. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.</li><li><strong>Teamwork.&nbsp;</strong>We subordinate our egos to work together for the benefit of our clients.&nbsp;</li></ul></ul><p>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.</p><h3 data-pasted=\"true\">Summary of the position</h3><ul><li>Retirement Plan Advisors are responsible for developing and executing on plan sponsor client relationships in collaboration with other service team members/partners to provide an exceptional client experience. The position is client-facing with the objectives of helping our plan sponsor clients recruit and retain employees, meet their corporate goals and objectives, enrich their employees lives while earning trust and delivering results. &nbsp;In this role, the advisor would function as the primary client relationship manager and support specialist.</li></ul><h3>Responsibilities</h3><ul><li>Manage the day-to-day aspects of client engagements as a member of a client service team.</li><li>Identify and recommend appropriate plan design given objectives, manage fund lineups according to the IPS, provide appropriate fiduciary governance process and procedure/documentation, regularly benchmark plans to ensure competitive fee structure and provide education and communication to both the plan sponsor and participants to deliver a great client experience.&nbsp;</li><li>Proactively maintain client relationships through excellent client service.</li><li>Lead the preparation of meeting materials, including agendas, fiduciary investment review materials, meeting summaries and other related materials based on topics/partners. &nbsp;</li><li>Prepare and send meeting summary following client meetings, clarifying understandings and outlining next steps and action items.</li><li>Lead in the creation of periodic benchmarking reports to be delivered to clients. &nbsp;</li><li>Coordinate with external and internal team members to follow up on and execute advice items in a timely manner.&nbsp;</li><li>Utilize Salesforce for documentation and processing of client data and tasks.</li><li>Ensure plan document and investment policy adherence and compliance.</li><li>Manage meeting follow up, including coordination of internal and external resources responsible for making sure all follow up items are completed and documented.</li><li>Attend and lead client meetings as required in-person or remote as required.</li><li>Identify rollover and asset management opportunities in existing client relationships.</li><li>Plan and lead employee engagement and education for the clients served.</li></ul><h3>Required Skills/Experience</h3><ul><li>Bachelor&rsquo;s degree required in Economics, Finance or related field.</li><li>CPA/CFP achieved or working towards or other related retirement plan designation such as CPFA or Q(k)A.</li><li>Minimum three years of experience in Retirement Plan Consultant/Advisory role, five or more years preferred.</li><li>Technical knowledge of all aspects of comprehensive retirement plan management including: plan design consulting, fiduciary governance, investment management, education/communication planning and benchmarking services.</li><li>Previous experience working with RPAG practice management software and deliverables is a plus.</li><li>Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce.</li><li>Travel will be required in this role to cover the anticipated book of RPS business. Client relationships are primarily in NE OH and MN.</li></ul><h3>Competencies</h3><ul><li>Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines.</li><li>Excellent communication skills, both written and verbal.</li><li>Ability to find creative solutions to problems, devise strategies, and propose solutions.</li><li>Self-starter and able to perform job duties with little supervision.</li><li>Customer service oriented, with the ability to work independently as well as collaborate with team members.</li><li>Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues</li></ul></div>\n",
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