Sequoia Financial Group jobs - 23 jobs

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. At Sequoia, our people are our most important resource. We're looking for a highly skilled recruiter to become one of them, and to help us find them. The ideal candidate will have prior experience in recruitment, with knowledge of screening, interviewing, and hiring practices. If you have a passion for finding untapped talent, driving company growth, and helping individuals find promising careers, we want to hear from you. Objectives of this Role Work closely with managers to gain a comprehensive understanding of the company's hiring needs for each position and meet competitive hiring goals and expectations. Manage the full recruiting lifecycle across a variety of open roles helping management find, hire, and retain quality talent. Grow and foster high-touch relationships with a database of qualified active and passive talent to pull from as new positions open. Continuously design, refine, and implement innovative recruiting strategies. Stay active with job boards, social networks, and platforms to find talent, and plan, create, and release job descriptions and announcements. Responsibilities Work and form relationships with internal management teams to understand departments their hiring needs. Utilize knowledge of multiple recruiting sources and recruiting strategies to find quality candidates. Assist with creation and promotion of employment branding initiatives, including maintenance of the company careers site alongside our marketing team. Maintain behavioral based interview guides and prepare hiring managers to leverage interview questions for each interview. Screen resumes and prospects, qualify, interview, and manage candidates throughout interview process from prepping before interviews to assisting with final offer negotiation. Follow up on interview process status and update records in internal systems (ADP). Maintain offer letter templates and facilitate creation of offers. Skills and Qualifications Bachelor's degree 5+ years' experience in recruitment. Exceptional communication, interpersonal, and decision-making skills. Demonstrated ability to recruit passive candidates and quickly learn financial services industry. Knowledge of various compensation plans and ability to explain compensation to candidates. Seasoned professional with ability to develop rapport with senior level candidates. Proven experience conducting various types of interviews (i.e., phone, video, etc.). Advanced knowledge of job boards/internet search, HR recruiting platforms and candidate management systems. Must possess strong organizational skills, including the ability to handle multiple tasks with minimal oversight while meeting deadlines and maintaining attention to detail. Enjoys a fast-paced recruiting environment managing 7-12 open roles at a time in a team environment. Preferred Qualifications Experience in recruiting financial professionals (banking, brokerage, RIA) Desire to grow professionally and become part of a rapidly growing financial services organization LinkedIn Recruiter knowledge Knowledge of ADP Recruiting platform

Job DescriptionSequoia 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. As we expand our Data & AI Office, we seek a hands-on Senior Data Scientist to help shape our data and AI strategy, drive architectural excellence, and enable scalable, secure, and intelligent AI-first processes. This role is pivotal in supporting our enterprise-wide AI initiatives and AI adoption. Role Overview Lead enterprise-wide AI discovery and predictive modeling to identify high-impact business problems and translate them into production-ready solutions. Build Proof of Concepts (POCs) and Minimal Viable Products (MVPs) using AI/LLMs and data science, operationalize predictive models across Client Experience, Operations, Compliance, and Marketing, and drive a culture of experimentation grounded in measurable ROI and responsible AI. Key ResponsibilitiesDiscovery & Problem Framing Conduct user interviews and journey walkthroughs to surface real problems; apply behavioral insights to translate ambiguous needs into quantified problem statements and value hypotheses. Build prioritization frameworks (impact, effort, risk, data readiness, compliance) and size ROI for use cases. Partner with Finance/PMO to track realized value vs. forecast post-launch Rapid Prototyping & MVP Development Design POCs using LLMs, RAG, prompt engineering, and classical ML; evolve into MVPs with clear success criteria and guardrails. Conduct feature engineering, algorithm selection, and set monitoring plans for drift and bias Package prototypes with evaluation harnesses; enforce clear "continue/pivot/stop" decision gates Enterprise Prediction & Model Development Build and maintain forecasting and propensity models (churn, next best action, AUM growth, advisor capacity, client lifecycle scoring) serving multiple departments. Standardize feature stores across Salesforce and planning/portfolio platforms (Tamarac, Orion, Addepar, Black Diamond) Define SLAs/SLOs, feature refresh cadence, and rollback criteria Decision Support & Operationalization Convert model outputs into actionable artifacts, such as decision playbooks, scenario calculators, dashboards, and alerting rules. Define workflows, leading indicators, and counter-metrics that drive business actions. Create Tableau/Power BI visualizations with clear narratives for non-technical stakeholders. Data Science Culture & Governance Champion MLOps hygiene: versioning, experiment tracking, model cards, and documentation Host office hours and workshops to build data literacy and ethical AI awareness Embed responsible-AI principles, RBAC, and human-in-the-loop controls; coordinate with Legal/Compliance on risk and auditability Rigorously document Workflows and Processes to establish the AI and Data Office for long-term reliability and resilience Model Portfolio Management Maintain a transparent inventory of models and experiments; deprecate low-value assets. Establish prioritization scoring frameworks and publish quarterly roadmap updates. Track portfolio health: use-case progression, realized value, time-to-decision improvements Cross-Functional Partnership Coordinate with data engineering on operationalization and with analytics on KPI alignment. Collaborate with PMO on experiment time-boxing and capacity management Work with vendors on architecture, integration, and build-vs-buy decisions Required Qualifications 7-12 years in data science, ML, analytics, or product discovery Python expertise: pandas, scikit-learn, NumPy; Jupyter notebooks and Git Statistical & ML fundamentals: feature engineering, validation, error analysis LLM & AI proficiency: POC development with prompt engineering, RAG, and classical ML Decision-support framing: translate models into actionable workflows; define KPIs and measure business impact Data governance: Data Dictionary, lineage, RBAC, privacy principles Communication: strong written/verbal skills with technical and non-technical audiences Iterative delivery: comfort with short feedback cycles, A/B testing, and learning from experiments

Our Claims Recovery Team is looking to fill an in-person entry level Collector position in our Newark, Ohio office. This position does not require insurance knowledge / experience - we will train you on everything you need to know! You will be part of a team that takes/places calls to reconcile insurance claims. At Wilber, Collectors are able to earn uncapped commissions and includes our special benefit packages. This position requires a person with attention to detail, great at communication and a professional, friendly behavior. This Full-Time collector position starts with a base pay of $19.00 hourly pay ($21.00/hour if bilingual in Spanish) plus uncapped commission. New team members typically earn on average $1,000 in commission each month during their first year, actual commissions may vary per person. Wilber is the leading insurance recovery law firm in the US with the goal of providing our clients an excellent return. We value hard work, integrity, and people before profit, which is why we offer a benefits package with extra perks that supports your life and well-being. There is something for everyone who joins our team! Responsibilities: * Make outbound calls to customers/debtors informing of claim filed against them * Negotiate repayment and financial plans to recover assets for clients * Update/validate contact information * Successfully notate files of conversations had and payments received * Provide clarity on filed claims and answer any inquiries from customers Education: * High School diploma or GED required While working full time at Wilber, you can expect benefits that support your physical, emotional, and financial wellbeing. Benefits include: * Health, Dental, and Vision * Disability - Short and Long Term * 25k Life insurance policy * PTO and paid holidays * 401k (with Match) * Uncapped commission * Free breakfast * And many more! In addition to Wilber's competitive pay and benefits package, we have been voted as a Great Place to Work Certified multiple years in a row! We value hard work and fair dealings but also believe in having FUN at work. Wilber is a great place to get involved with the community and build friendships!

Job DescriptionSequoia 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. Summary of the position Do you thrive in creating best-in-class dynamic presentations? Are you looking to combine your passion for visual design, presentation content, and strategic communication to help creatively and effectively drive engagement? Sequoia's in-house marketing and communications team could be the right fit. As we continue to grow, we're seeking a talented presentation design specialist to enhance our brand and support engagement efforts through high-quality, compliant presentations. The presentation design specialist will play a critical role in developing, editing, and managing presentations to elevate our brand, educate clients and prospects, and support our business development goals. This role requires strong design skills, a deep understanding of marketing and communications concepts, and the ability to collaborate across internal teams. The specialist will have the ability to represent complex concepts in understandable presentation content. All candidates must submit at least three samples or provide access to an online portfolio of writing and design and be able to demonstrate a commitment to Sequoia's core values of integrity, teamwork, and passion. Responsibilities Presentation Development and Creation: Produces presentation designs that are clear, engaging, and compliant. Decks will be used for client, prospect, partner, and executive presentations, webinars, events. Ensures that all content aligns with brand standards and overall marketing and communications objectives. Strategic Content Development: Partners with internal constituents to understand the goal of the presentation and the content elements to produce high-quality, visually-oriented materials. Delivers final presentations to the applicable internal audience, highlighting features and content concepts. Applies consultative approach to recommending final content. Original Design: Designs and creates visual aids to enhance existing and new presentation decks. Ensures presentations are visually appealing and align with brand standards. Presentation Management: Responsible for serving as a primary point of contact for managing SlideHub content, Sequoia's presentation management software. Collaboration: Works closely with marketing team members, advisors and subject matter experts (SMEs) to translate complex financial topics into digestible presentation content for a broader audience. Professional Development: Stays on top of market trends and research; shares relevant insights, trends, and technology with the team to enhance marketing deliverables. Continuously improves presentation-creation skills. Required Skills/Experience Bachelor's degree in graphic design, visual art, marketing, communications, or a related discipline. 3+ years of experience as part of an agency or in-house marketing team. 3+ years creating presentations in a professional setting. Strong expertise with PowerPoint and related integrating tools (e.g. Excel). Ability to create animations and interactive presentation elements. Proficiency in Adobe Creative Suite. Excellent verbal and written communication skills. Strong design skills and ability to create visually appealing presentations. Preferred Skills/Experience Financial services industry or highly regulated industry experience is preferred. Working knowledge of CRM and CMS platforms (e.g., Salesforce, WordPress, Asana). Competencies Highly organized and detail-oriented. Ability to be consultative with team members at all levels in the organization. Motivated and able to work with minimal supervision. Self-starter with proven ability to manage multiple projects simultaneously. Collaborates well on a team. Ability to effectively time manage. Solution-oriented mindset.

Job Description 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. Summary of the Position We seek a motivated, self-starting, passionate team player to join our firm in the role of Sequoia Application Engineer III. This is a new position created in response to the growth of the organization and will report to the Business Applications Department Leader and focus on designing, developing and deploying Salesforce-focused solutions based on the technology roadmap. The Sequoia Application Engineer III will work in close collaboration with all members of the Technology team which has responsibility for technology strategy and execution, end user support, and technology training. This is a unique opportunity to be a part of a growing organization and department with the ability to define and build a career at Sequoia. This role ideally will be located in any of Sequoia locations or remote work is a possibility as well. Responsibilities Learn, improve and maintain data model in Salesforce. Develop a deep understanding of core Salesforce objects, functionality, and user personas. Provide tier 2 escalation support for Technology support cases submitted via Salesforce, this may include support for infrastructure related request as well ( Cisco/Webex, laptops, Microsoft 360) Participate in technology department roadmap projects pertaining to data including reporting, integration, or migration of data. Assist the Project Management Office with the creation of appropriate business requirements for various enhancement projects. Assist in the design of tools (spreadsheets or software) to create efficiencies in data collection & management for all users. Ensure that the proper data points are collected for any corresponding reporting requirements. Assist with vendor management by participating in regular meetings and serving as a system administrator for connected platforms. Support data integrations, user management, feature configurations and other responsibilities as requested Collaborate with consultants as needed to develop solutions for enhancements or support requests. Ensure proper use of resources based on the contract. Create, maintain and refresh Salesforce sandbox environments as requested Create, maintain and rotate integration certificates & secrets as needed to maintain proper security standards Assist with the oversight, contract management and administration of other applications Sequoia uses such as Quip, Box, Docusign and more. Take advantage of Salesforce training materials to stay up-to-date in terms of new product features and capabilities. Setup/implement new features as appropriate Assist with the creation of training and documentation for end-users to maximize platform adoption and efficiency. Required Skills/Experience Bachelor's degree required (Technology or Business Administration preferred), Masters preferred Salesforce Administrator certification required Prior experience managing projects as primary project manager Prior experience working with medium to large datasets 3-5 years Technology support experience Research and issue resolution Advanced understanding of SQL queries Advanced Excel skills (VLOOKUP, XLOOKUP, SUMIFS, pivot tables, tables, etc) Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Preferred Skills/Experience Other Salesforce certifications (Advanced Administrator, Platform App Builder...etc, or to be obtained within 6 months of hire) Knowledge of programmatic concepts including APIs & Object Oriented Programming Competencies Strong communication skills Ability to work within a team-based environment Ability to think critically Attention to detail Independent problem solving Translating requirements into technical solutions Ability to pivot Willingness to learn Excellent documentation skills, written and verbal Strong leadership, organization, and communication skills

Job Description Construction Senior Project Manager ARC Group is looking for a Construction Senior Project Manager for a client based out in Cleveland, OH for a Full-Time direct hire with 5-7years of commercial Construction project management experience Candidates must currently have PERMANENT US work authorization. Sorry, but we are not considering any candidates from outside companies for this position (no C2C, 3rd party / brokering). Job Type: Full-time Experience: Minimum 5-7 years in Construction Project Management Reports To: Director of Operations Job Summary We dont just build we rethink, reshape, and reimagine construction from the ground up. Were looking for a Senior Construction Project Manager who thrives on innovation, leads with confidence, and isnt afraid to break away from traditional processes. If you're ready to manage projects with creativity, accountability, and drive, this is the place for you. What Youll Do Lead end-to-end delivery of complex commercial construction projects. Create bold and effective strategies that challenge industry norms. Build, manage, and inspire high-performing teams under pressure. Maintain strict standards for safety, quality, and budget. Cultivate strong relationships with clients, partners, and stakeholders. Proactively identify issues and implement forward-thinking solutions. Who You Are A seasoned construction project manager with a strong track record. A natural leader with excellent communication and team-building skills. A creative problem-solver who thrives in fast-paced environments. Tech-savvy and well-versed in modern construction tools and software. Passionate about continuous learning, innovation, and accountability. Qualifications 57+ years of experience in commercial construction project management. Proven ability to lead and deliver projects successfully. Strong leadership and decision-making skills. Familiar with industry certifications and project management tools. Core Values Were looking for individuals who embody the following: In The Ditch: Action-oriented, self-reliant, and all about effort. In The Know: Solution-driven, always learning, with a growth mindset. In The Drivers Seat: Proactive, accountable, and ready to take chargenot just follow directions. Benefits Competitive salary 401(k) Health insurance Dental insurance Paid time off Opportunities for professional growth you like to know more about this role? For immediate consideration, please send your resume directly to Suresh Gaddala, *********************. You can also apply online and view all our open positions at ******************* ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed. ARC Group is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

Buscas un nuevo comienso en un lugar estupendo para trabajar? ¡Aplica y ven a trabajar con nosotros! This position does NOT require insurance knowledge or experience - we will train you on everything you need to know! Our Claims Recovery team is looking to fill a Spanish and English Bilingual Subrogation Collector position in our Bloomington, IL office. You will be part of a team that takes/ places calls to reconcile insurance claims for our community. This Full-Time collector position starts with a base pay of $21.00/hour plus uncapped commission and provides an Established Career Path with an opportunity for base wage increase within the first 6 months of employment. New team members typically earn on average $1,000 in commission each month during their first year, actual commissions may vary per person. Join the Wilber family, one of the nation's top and most innovative Subrogation recovery law firms! Wilber is the leading insurance recovery law firm in the US with the goal of providing our clients an excellent return. We value hard work, integrity, and people before profit, which is why we offer a benefits package with extra perks that supports your life and well-being. There is something for everyone who joins our team! Strong candidates for this role will have: * Spanish reading, writing, and speaking skills * Enjoy or want to get experience working in an office setting * Work well in a fast-paced professional environment * Have strong communication skills * Be well organized and pay good attention to detail * Consider themselves computer / tech-savvy Benefits: * Health, Dental, and Vision * Disability - Short term and long term * PTO and Paid Holidays! * Uncapped commission on top of base pay * 401k (with match) * 25k Life insurance policy paid for by Wilber * Insurance Education Reimbursement * Free Breakfast * Career Path with wage consideration * Savings Clubs * Wellness program, and free counselling sessions You can learn more about Wilber at **************************** Thank you for the time you've spent learning about what we have to offer. While we hope you consider applying with Wilber, we wish you the best with whichever opportunity you pursue!

Job DescriptionSequoia 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. Summary of the position 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. ResponsibilitiesIntegration & Training Support 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 6-9 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. Content Development & Collaboration 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. Required Skills/Experience 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 Preferred Skills/Experience 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 Competencies 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

Job Description 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. Summary of the position The Tax Director works closely with the advisory team to deliver clients integrated wealth management services, providing proactive tax-related planning and serving as a tax resource for client relationships. As a member of the Tax Team, the Tax Director prepares, reviews, and completes individual and trust tax returns as well as tax projections. We are targeting a base salary range of $90,000 to $170,000 for this position depending on experience, along with bonus incentives and a competitive benefits package provided to our employees. Responsibilities Serves as a tax resource for the firm's client base. Participates, sometimes leading, client meetings with advisors Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections Responsible for ensuring that all tax-related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects Works within a defined technology system where client contact is made on a proactive basis. Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax-related meetings, and providing appropriate follow-up May assist with small business tax work, including S Corporation and partnership tax returns Required Skills/Experience A bachelor's degree, with a major in accounting or finance Certified Public Accounting (CPA) designation OR Enrolled Agent (EA) designation 5-10+ years of experience in providing individual and trust tax services Proficiency with tax software solutions Strong acumen with MS Office tools Developed set of communications skills Preferred Skills/Experience Experience using client relationship management software (such as Salesforce and Tamarac) Prior experience in Wealth Management Competencies Strong organizational skills and detail-oriented Ability to self-manage and prioritize day-to-day work and projects; be able to work with deadlines; possess the ability to be flexible Possess a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members Maintains strict standards of confidentiality, as well as the highest ethical and fiduciary standards of due care and concern for the client, our team members, and our firm

Job Description Corporate Tax Manager Tax Provision Cincinnati, OH 45209 | Hybrid (Minimum 2 days/week in-office) About the Firm: We are partnering with a prestigious CPA firm recognized among the top 15 accounting firms in recent years. The firm offers a collaborative, high-performance environment and is committed to professional growth and development. Position Overview: The Corporate Tax Manager will play a key role in managing tax provisions and related reporting for the firm's clients. This position requires hands-on experience with tax provisions, strong technical expertise, and leadership capabilities to oversee and guide tax-related projects and processes. Key Responsibilities: Prepare and review corporate tax provisions in compliance with U.S. GAAP. Lead and manage complex tax provision engagements for corporate clients. Coordinate with external auditors and internal teams to ensure accurate and timely reporting. Provide guidance on tax accounting and provision-related issues. Utilize tax software (experience with ONESOURCE is preferred) to manage and streamline processes. Mentor and support junior staff in technical tax matters. Stay current on federal, state, and local tax regulations and industry trends. Qualifications: CPA license is required. Minimum of 5 or more years of experience in public accounting, preferably with a top 15 CPA firm. Hands-on experience with tax provisions is required. Bachelor's degree in Accounting, Finance, or related field; Master's degree is a plus. Experience with ONESOURCE tax software is a plus. Strong technical knowledge of U.S. GAAP and corporate taxation. Excellent communication, leadership, and problem-solving skills. Must be located in Cincinnati, OH, or willing to relocate. Ability to work in a hybrid environment, in-office minimum 2 days per week. Why Join: Work with a top-tier CPA firm and highly skilled professionals. Opportunity for growth and career advancement. Hybrid work flexibility with collaborative in-office culture.

Job DescriptionSequoia 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. Summary of the position The Head of Learning & Development will build and lead the firm's Learning & Development (L&D) function for the first time at a rapidly growing, $30B registered investment advisory firm. This role is both strategic and hands-on, responsible for professional development, technical training, leadership development, and compliance education across the organization, ensuring our people are empowered with the skills, knowledge, and mindset needed to deliver exceptional client outcomes and thrive in a dynamic, fast-paced environment. Operating in a fast-paced, entrepreneurial environment, the Head of L&D will serve as a key partner to executive leadership, helping prepare the workforce for the future of work-particularly as AI, automation, and emerging technologies reshape roles, skills, and career paths. The ideal candidate is a builder, comfortable creating structure where little exists, while remaining agile enough to evolve programs quickly as the business grows. ResponsibilitiesLearning Strategy & Leadership Develop and implement a firm-wide learning and development strategy aligned with business goals and team development needs. Build a scalable framework for onboarding, skills development, career progression, and leadership readiness. Serve as a strategic thought partner to senior leadership on organizational capability, performance, talent development and future-state skill requirements. AI, Technology & Future Workforce Readiness Lead the integration of AI-enabled learning tools, platforms, and analytics to personalize learning and increase scalability. Anticipate how AI and automation will impact roles across the firm and proactively develop reskilling and upskilling initiatives. Stay current on emerging learning technologies, workforce trends, and best practices, translating insights into practical programs. Program Development & Delivery Design and deliver programs that address both technical (e.g., financial planning, investment management, estate, risk management and tax compliance) and soft skills (e.g., communication, leadership, client service). Partner with department leaders to identify knowledge and skill gaps, and tailor learning interventions accordingly. Oversee the development and deployment of a modern learning ecosystem, including LMS selection/management, digital content, and in-person experiences. Onboarding & Continuing Education Lead the design of a consistent and engaging onboarding program for new hires across all roles. Ensure continuous education for advisors and internal teams, including required CE (Continuing Education), certifications, and regulatory compliance training. Leadership Development Create and implement a leadership development roadmap for current and future leaders. Introduce coaching, mentorship, and development programs to cultivate a strong leadership pipeline. Talent Planning & Org Design Align talent with the firm's long-term business goals (e.g., growth, succession planning, service model evolution). Support expansion into new markets or service offerings (e.g., tax planning, estate planning, family office services). Design the org chart to reflect current needs and future growth Ensure enough skilled professionals are in place to maintain service levels as client demand grows. Enable advisors to focus on high-value client work by providing adequate support staff (e.g., paraplanners, client service associates). Leadership & Team Management Build, mentor, and lead a small but high-impact L&D team. Set clear priorities and foster a culture of innovation, accountability, and continuous improvement. Balance leadership responsibilities with hands-on execution, particularly in early stages of function development. Measurement & Impact Define KPIs for learning effectiveness; assess program outcomes and continuously improve. Monitor participation, satisfaction, and impact metrics; report to senior leadership and refine offerings based on feedback and outcomes. Culture & Change Enablement Champion a culture of learning, growth, and feedback across the organization. Support change management initiatives through targeted learning strategies that enable adoption and alignment. Required Skills/Experience 15 - 20 years of progressive experience in the field of human resources and organizational development. Prior experience building or significantly scaling an L&D function, preferably in a high-growth or entrepreneurial environment. Demonstrated success leading small teams while remaining highly hands-on. Strong understanding of learning technologies, digital learning platforms, and AI-enabled tools. Proven ability to translate business strategy into practical learning solutions. Experience in financial services, professional services, or similarly complex, regulated environments is preferred but not required. Preferred Skills/Experience Experience in a Registered Investment Advisor (RIA), wealth management, or broader financial services firm. Familiarity with CFP , CFA , Series 65, and/or other industry credentialing processes and requirements. Experience working with Learning Management Systems (LMS), e-learning platforms, and analytics tools. Relevant certifications (e.g., CPLP/ATD, SHRM, coaching credentials). Competencies Business Acumen - thinks like a business leader, not a trainer. Strategic Learning Architecture & Systems Thinking - designs programs that will scale and grow, not individual courses. Change Leadership & Influence Without Authority - drives adoption without mandating attendance/completion of programs. Talent & Leadership Development at Scale - builds programs that support growth, retention and continuity planning. Data-Driven Impact & Learning ROI - accountable for outcomes, not satisfaction scores.

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. At Sequoia, our people are our most important resource. We're looking for a highly skilled recruiter to become one of them, and to help us find them. The ideal candidate will have prior experience in recruitment, with knowledge of screening, interviewing, and hiring practices. If you have a passion for finding untapped talent, driving company growth, and helping individuals find promising careers, we want to hear from you. Objectives of this Role Work closely with managers to gain a comprehensive understanding of the company's hiring needs for each position and meet competitive hiring goals and expectations. Manage the full recruiting lifecycle across a variety of open roles helping management find, hire, and retain quality talent. Grow and foster high-touch relationships with a database of qualified active and passive talent to pull from as new positions open. Continuously design, refine, and implement innovative recruiting strategies. Stay active with job boards, social networks, and platforms to find talent, and plan, create, and release job descriptions and announcements. Responsibilities Work and form relationships with internal management teams to understand departments their hiring needs. Utilize knowledge of multiple recruiting sources and recruiting strategies to find quality candidates. Assist with creation and promotion of employment branding initiatives, including maintenance of the company careers site alongside our marketing team. Maintain behavioral based interview guides and prepare hiring managers to leverage interview questions for each interview. Screen resumes and prospects, qualify, interview, and manage candidates throughout interview process from prepping before interviews to assisting with final offer negotiation. Follow up on interview process status and update records in internal systems (ADP). Maintain offer letter templates and facilitate creation of offers. Skills and Qualifications Bachelor's degree 5+ years' experience in recruitment. Exceptional communication, interpersonal, and decision-making skills. Demonstrated ability to recruit passive candidates and quickly learn financial services industry. Knowledge of various compensation plans and ability to explain compensation to candidates. Seasoned professional with ability to develop rapport with senior level candidates. Proven experience conducting various types of interviews (i.e., phone, video, etc.). Advanced knowledge of job boards/internet search, HR recruiting platforms and candidate management systems. Must possess strong organizational skills, including the ability to handle multiple tasks with minimal oversight while meeting deadlines and maintaining attention to detail. Enjoys a fast-paced recruiting environment managing 7-12 open roles at a time in a team environment. Preferred Qualifications Experience in recruiting financial professionals (banking, brokerage, RIA) Desire to grow professionally and become part of a rapidly growing financial services organization LinkedIn Recruiter knowledge Knowledge of ADP Recruiting platform

Job Description 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. Summary of the Position We seek a motivated, self-starting, passionate team player to join our firm in the role of Sequoia Application Engineer III. This is a new position created in response to the growth of the organization and will report to the Business Applications Department Leader and focus on designing, developing and deploying Salesforce-focused solutions based on the technology roadmap. The Sequoia Application Engineer III will work in close collaboration with all members of the Technology team which has responsibility for technology strategy and execution, end user support, and technology training. This is a unique opportunity to be a part of a growing organization and department with the ability to define and build a career at Sequoia. This role ideally will be located in any of Sequoia locations or remote work is a possibility as well. Responsibilities Learn, improve and maintain data model in Salesforce. Develop a deep understanding of core Salesforce objects, functionality, and user personas. Provide tier 2 escalation support for Technology support cases submitted via Salesforce, this may include support for infrastructure related request as well ( Cisco/Webex, laptops, Microsoft 360) Participate in technology department roadmap projects pertaining to data including reporting, integration, or migration of data. Assist the Project Management Office with the creation of appropriate business requirements for various enhancement projects. Assist in the design of tools (spreadsheets or software) to create efficiencies in data collection & management for all users. Ensure that the proper data points are collected for any corresponding reporting requirements. Assist with vendor management by participating in regular meetings and serving as a system administrator for connected platforms. Support data integrations, user management, feature configurations and other responsibilities as requested Collaborate with consultants as needed to develop solutions for enhancements or support requests. Ensure proper use of resources based on the contract. Create, maintain and refresh Salesforce sandbox environments as requested Create, maintain and rotate integration certificates & secrets as needed to maintain proper security standards Assist with the oversight, contract management and administration of other applications Sequoia uses such as Quip, Box, Docusign and more. Take advantage of Salesforce training materials to stay up-to-date in terms of new product features and capabilities. Setup/implement new features as appropriate Assist with the creation of training and documentation for end-users to maximize platform adoption and efficiency. Required Skills/Experience Bachelor's degree required (Technology or Business Administration preferred), Masters preferred Salesforce Administrator certification required Prior experience managing projects as primary project manager Prior experience working with medium to large datasets 3-5 years Technology support experience Research and issue resolution Advanced understanding of SQL queries Advanced Excel skills (VLOOKUP, XLOOKUP, SUMIFS, pivot tables, tables, etc) Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Preferred Skills/Experience Other Salesforce certifications (Advanced Administrator, Platform App Builder...etc, or to be obtained within 6 months of hire) Knowledge of programmatic concepts including APIs & Object Oriented Programming Competencies Strong communication skills Ability to work within a team-based environment Ability to think critically Attention to detail Independent problem solving Translating requirements into technical solutions Ability to pivot Willingness to learn Excellent documentation skills, written and verbal Strong leadership, organization, and communication skills

Job DescriptionSequoia 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. Summary of the position Do you thrive in creating best-in-class dynamic presentations? Are you looking to combine your passion for visual design, presentation content, and strategic communication to help creatively and effectively drive engagement? Sequoia's in-house marketing and communications team could be the right fit. As we continue to grow, we're seeking a talented presentation design specialist to enhance our brand and support engagement efforts through high-quality, compliant presentations. The presentation design specialist will play a critical role in developing, editing, and managing presentations to elevate our brand, educate clients and prospects, and support our business development goals. This role requires strong design skills, a deep understanding of marketing and communications concepts, and the ability to collaborate across internal teams. The specialist will have the ability to represent complex concepts in understandable presentation content. All candidates must submit at least three samples or provide access to an online portfolio of writing and design and be able to demonstrate a commitment to Sequoia's core values of integrity, teamwork, and passion. Responsibilities Presentation Development and Creation: Produces presentation designs that are clear, engaging, and compliant. Decks will be used for client, prospect, partner, and executive presentations, webinars, events. Ensures that all content aligns with brand standards and overall marketing and communications objectives. Strategic Content Development: Partners with internal constituents to understand the goal of the presentation and the content elements to produce high-quality, visually-oriented materials. Delivers final presentations to the applicable internal audience, highlighting features and content concepts. Applies consultative approach to recommending final content. Original Design: Designs and creates visual aids to enhance existing and new presentation decks. Ensures presentations are visually appealing and align with brand standards. Presentation Management: Responsible for serving as a primary point of contact for managing SlideHub content, Sequoia's presentation management software. Collaboration: Works closely with marketing team members, advisors and subject matter experts (SMEs) to translate complex financial topics into digestible presentation content for a broader audience. Professional Development: Stays on top of market trends and research; shares relevant insights, trends, and technology with the team to enhance marketing deliverables. Continuously improves presentation-creation skills. Required Skills/Experience Bachelor's degree in graphic design, visual art, marketing, communications, or a related discipline. 3+ years of experience as part of an agency or in-house marketing team. 3+ years creating presentations in a professional setting. Strong expertise with PowerPoint and related integrating tools (e.g. Excel). Ability to create animations and interactive presentation elements. Proficiency in Adobe Creative Suite. Excellent verbal and written communication skills. Strong design skills and ability to create visually appealing presentations. Preferred Skills/Experience Financial services industry or highly regulated industry experience is preferred. Working knowledge of CRM and CMS platforms (e.g., Salesforce, WordPress, Asana). Competencies Highly organized and detail-oriented. Ability to be consultative with team members at all levels in the organization. Motivated and able to work with minimal supervision. Self-starter with proven ability to manage multiple projects simultaneously. Collaborates well on a team. Ability to effectively time manage. Solution-oriented mindset.

Job DescriptionSequoia 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. As we expand our Data & AI Office, we seek a hands-on Senior Data Scientist to help shape our data and AI strategy, drive architectural excellence, and enable scalable, secure, and intelligent AI-first processes. This role is pivotal in supporting our enterprise-wide AI initiatives and AI adoption. Role Overview Lead enterprise-wide AI discovery and predictive modeling to identify high-impact business problems and translate them into production-ready solutions. Build Proof of Concepts (POCs) and Minimal Viable Products (MVPs) using AI/LLMs and data science, operationalize predictive models across Client Experience, Operations, Compliance, and Marketing, and drive a culture of experimentation grounded in measurable ROI and responsible AI. Key ResponsibilitiesDiscovery & Problem Framing Conduct user interviews and journey walkthroughs to surface real problems; apply behavioral insights to translate ambiguous needs into quantified problem statements and value hypotheses. Build prioritization frameworks (impact, effort, risk, data readiness, compliance) and size ROI for use cases. Partner with Finance/PMO to track realized value vs. forecast post-launch Rapid Prototyping & MVP Development Design POCs using LLMs, RAG, prompt engineering, and classical ML; evolve into MVPs with clear success criteria and guardrails. Conduct feature engineering, algorithm selection, and set monitoring plans for drift and bias Package prototypes with evaluation harnesses; enforce clear "continue/pivot/stop" decision gates Enterprise Prediction & Model Development Build and maintain forecasting and propensity models (churn, next best action, AUM growth, advisor capacity, client lifecycle scoring) serving multiple departments. Standardize feature stores across Salesforce and planning/portfolio platforms (Tamarac, Orion, Addepar, Black Diamond) Define SLAs/SLOs, feature refresh cadence, and rollback criteria Decision Support & Operationalization Convert model outputs into actionable artifacts, such as decision playbooks, scenario calculators, dashboards, and alerting rules. Define workflows, leading indicators, and counter-metrics that drive business actions. Create Tableau/Power BI visualizations with clear narratives for non-technical stakeholders. Data Science Culture & Governance Champion MLOps hygiene: versioning, experiment tracking, model cards, and documentation Host office hours and workshops to build data literacy and ethical AI awareness Embed responsible-AI principles, RBAC, and human-in-the-loop controls; coordinate with Legal/Compliance on risk and auditability Rigorously document Workflows and Processes to establish the AI and Data Office for long-term reliability and resilience Model Portfolio Management Maintain a transparent inventory of models and experiments; deprecate low-value assets. Establish prioritization scoring frameworks and publish quarterly roadmap updates. Track portfolio health: use-case progression, realized value, time-to-decision improvements Cross-Functional Partnership Coordinate with data engineering on operationalization and with analytics on KPI alignment. Collaborate with PMO on experiment time-boxing and capacity management Work with vendors on architecture, integration, and build-vs-buy decisions Required Qualifications 7-12 years in data science, ML, analytics, or product discovery Python expertise: pandas, scikit-learn, NumPy; Jupyter notebooks and Git Statistical & ML fundamentals: feature engineering, validation, error analysis LLM & AI proficiency: POC development with prompt engineering, RAG, and classical ML Decision-support framing: translate models into actionable workflows; define KPIs and measure business impact Data governance: Data Dictionary, lineage, RBAC, privacy principles Communication: strong written/verbal skills with technical and non-technical audiences Iterative delivery: comfort with short feedback cycles, A/B testing, and learning from experiments

Job Description 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. Summary of the position The HR Business Partner is a HR professional who has a comprehensive understanding of and expertise in how the HR function enables a department within an organization meet their business objectives. The HR Business Partner works closely with the senior leader of one or more departments to deliver value-added solutions to leaders and team members that reflect the business objectives of the organization. The HR Business Partner is a member of the Organizational Development team. Responsibilities Provides human resources consultation and support to a designated business unit to define and execute HR strategies that enable accomplishment of business objectives. Contributes to the development of workforce plans and understands both internal and external trends and issues that could potentially impact business objectives. Provides guidance to convert strategies into result-driven actions in the areas of Talent Development, Organization Structure, Performance Management, Employee Engagement and Recruiting & Retention. Leads and contributes to firm-wide Organizational Development initiatives, projects, and programs outside of direct business partnership responsibilities, partnering cross-functionally to support organizational effectiveness, scalability, and continuous improvement. Utilizes knowledge of various human resources functions to provide tactical support to line managers. Acts as liaison with other HR functions. Provides change management support as needed. Required Skills/Experience Bachelor's degree or equivalent Minimum of 7 years of progressively increased responsibility in HR related roles in professional services industry Minimum of 5 years in one or more core HR competencies such as Talent Development, Performance Management, Training, Recruiting or Compensation & Benefits Proficient with Powerpoint, Excel and cloud-based collaboration systems. Preferred Skills/Experience Industry related experience. Competencies Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Ability to comprehend, interpret, and apply the appropriate sections of applicable laws, guidelines, regulations, ordinances, and policies. Ability to acquire a thorough understanding of the organization's structure, positions, qualifications, compensation practices, and the administrative practices related to those factors. Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills.

Job Description Tax Manager | Cleveland, OH Hybrid (2 days in office) ARC Group is recruiting an experienced Tax Manager on behalf of a leading Big 4 firm in Cleveland, OH. This hybrid role offers a balance of in-office collaboration and remote flexibility, along with competitive compensation, great benefits, and an annual performance-based bonus. The ideal candidate will have a strong background in corporate tax, be a CPA (or JD with an active license), and possess in-depth knowledge of ASC 740. Key Responsibilities: Lead corporate tax compliance and consulting engagements for clients across various industries. Prepare, review, and analyze complex federal, state, and local tax returns. Provide guidance on ASC 740 accounting, including uncertain tax positions and deferred tax calculations. Partner with clients to identify tax planning opportunities and address compliance matters. Mentor and supervise junior staff members to support professional development. Qualifications: Bachelors degree in Accounting or related field required. CPA designation required (or JD with active license). Minimum of 4 years of experience in tax compliance and/or consulting. Strong understanding of ASC 740 accounting standards. Excellent analytical, communication, and leadership skills. Industries Served by the Firm: Manufacturing Technology Pharmaceutical Food & Beverage Consulting Engineering Telecommunications Transportation & Distribution Compensation & Benefits: Competitive salary Annual performance-based bonus Comprehensive benefits package

Job DescriptionSequoia 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. Summary of the position The Head of Learning & Development will build and lead the firm's Learning & Development (L&D) function for the first time at a rapidly growing, $30B registered investment advisory firm. This role is both strategic and hands-on, responsible for professional development, technical training, leadership development, and compliance education across the organization, ensuring our people are empowered with the skills, knowledge, and mindset needed to deliver exceptional client outcomes and thrive in a dynamic, fast-paced environment. Operating in a fast-paced, entrepreneurial environment, the Head of L&D will serve as a key partner to executive leadership, helping prepare the workforce for the future of work-particularly as AI, automation, and emerging technologies reshape roles, skills, and career paths. The ideal candidate is a builder, comfortable creating structure where little exists, while remaining agile enough to evolve programs quickly as the business grows. ResponsibilitiesLearning Strategy & Leadership Develop and implement a firm-wide learning and development strategy aligned with business goals and team development needs. Build a scalable framework for onboarding, skills development, career progression, and leadership readiness. Serve as a strategic thought partner to senior leadership on organizational capability, performance, talent development and future-state skill requirements. AI, Technology & Future Workforce Readiness Lead the integration of AI-enabled learning tools, platforms, and analytics to personalize learning and increase scalability. Anticipate how AI and automation will impact roles across the firm and proactively develop reskilling and upskilling initiatives. Stay current on emerging learning technologies, workforce trends, and best practices, translating insights into practical programs. Program Development & Delivery Design and deliver programs that address both technical (e.g., financial planning, investment management, estate, risk management and tax compliance) and soft skills (e.g., communication, leadership, client service). Partner with department leaders to identify knowledge and skill gaps, and tailor learning interventions accordingly. Oversee the development and deployment of a modern learning ecosystem, including LMS selection/management, digital content, and in-person experiences. Onboarding & Continuing Education Lead the design of a consistent and engaging onboarding program for new hires across all roles. Ensure continuous education for advisors and internal teams, including required CE (Continuing Education), certifications, and regulatory compliance training. Leadership Development Create and implement a leadership development roadmap for current and future leaders. Introduce coaching, mentorship, and development programs to cultivate a strong leadership pipeline. Talent Planning & Org Design Align talent with the firm's long-term business goals (e.g., growth, succession planning, service model evolution). Support expansion into new markets or service offerings (e.g., tax planning, estate planning, family office services). Design the org chart to reflect current needs and future growth Ensure enough skilled professionals are in place to maintain service levels as client demand grows. Enable advisors to focus on high-value client work by providing adequate support staff (e.g., paraplanners, client service associates). Leadership & Team Management Build, mentor, and lead a small but high-impact L&D team. Set clear priorities and foster a culture of innovation, accountability, and continuous improvement. Balance leadership responsibilities with hands-on execution, particularly in early stages of function development. Measurement & Impact Define KPIs for learning effectiveness; assess program outcomes and continuously improve. Monitor participation, satisfaction, and impact metrics; report to senior leadership and refine offerings based on feedback and outcomes. Culture & Change Enablement Champion a culture of learning, growth, and feedback across the organization. Support change management initiatives through targeted learning strategies that enable adoption and alignment. Required Skills/Experience 15 - 20 years of progressive experience in the field of human resources and organizational development. Prior experience building or significantly scaling an L&D function, preferably in a high-growth or entrepreneurial environment. Demonstrated success leading small teams while remaining highly hands-on. Strong understanding of learning technologies, digital learning platforms, and AI-enabled tools. Proven ability to translate business strategy into practical learning solutions. Experience in financial services, professional services, or similarly complex, regulated environments is preferred but not required. Preferred Skills/Experience Experience in a Registered Investment Advisor (RIA), wealth management, or broader financial services firm. Familiarity with CFP , CFA , Series 65, and/or other industry credentialing processes and requirements. Experience working with Learning Management Systems (LMS), e-learning platforms, and analytics tools. Relevant certifications (e.g., CPLP/ATD, SHRM, coaching credentials). Competencies Business Acumen - thinks like a business leader, not a trainer. Strategic Learning Architecture & Systems Thinking - designs programs that will scale and grow, not individual courses. Change Leadership & Influence Without Authority - drives adoption without mandating attendance/completion of programs. Talent & Leadership Development at Scale - builds programs that support growth, retention and continuity planning. Data-Driven Impact & Learning ROI - accountable for outcomes, not satisfaction scores.

Job Description 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. Summary of the Position We seek a motivated, self-starting, passionate team player to join our firm in the role of Sequoia Application Engineer III. This is a new position created in response to the growth of the organization and will report to the Business Applications Department Leader and focus on designing, developing and deploying Salesforce-focused solutions based on the technology roadmap. The Sequoia Application Engineer III will work in close collaboration with all members of the Technology team which has responsibility for technology strategy and execution, end user support, and technology training. This is a unique opportunity to be a part of a growing organization and department with the ability to define and build a career at Sequoia. This role ideally will be located in any of Sequoia locations or remote work is a possibility as well. Responsibilities Learn, improve and maintain data model in Salesforce. Develop a deep understanding of core Salesforce objects, functionality, and user personas. Provide tier 2 escalation support for Technology support cases submitted via Salesforce, this may include support for infrastructure related request as well ( Cisco/Webex, laptops, Microsoft 360) Participate in technology department roadmap projects pertaining to data including reporting, integration, or migration of data. Assist the Project Management Office with the creation of appropriate business requirements for various enhancement projects. Assist in the design of tools (spreadsheets or software) to create efficiencies in data collection & management for all users. Ensure that the proper data points are collected for any corresponding reporting requirements. Assist with vendor management by participating in regular meetings and serving as a system administrator for connected platforms. Support data integrations, user management, feature configurations and other responsibilities as requested Collaborate with consultants as needed to develop solutions for enhancements or support requests. Ensure proper use of resources based on the contract. Create, maintain and refresh Salesforce sandbox environments as requested Create, maintain and rotate integration certificates & secrets as needed to maintain proper security standards Assist with the oversight, contract management and administration of other applications Sequoia uses such as Quip, Box, Docusign and more. Take advantage of Salesforce training materials to stay up-to-date in terms of new product features and capabilities. Setup/implement new features as appropriate Assist with the creation of training and documentation for end-users to maximize platform adoption and efficiency. Required Skills/Experience Bachelor's degree required (Technology or Business Administration preferred), Masters preferred Salesforce Administrator certification required Prior experience managing projects as primary project manager Prior experience working with medium to large datasets 3-5 years Technology support experience Research and issue resolution Advanced understanding of SQL queries Advanced Excel skills (VLOOKUP, XLOOKUP, SUMIFS, pivot tables, tables, etc) Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Preferred Skills/Experience Other Salesforce certifications (Advanced Administrator, Platform App Builder...etc, or to be obtained within 6 months of hire) Knowledge of programmatic concepts including APIs & Object Oriented Programming Competencies Strong communication skills Ability to work within a team-based environment Ability to think critically Attention to detail Independent problem solving Translating requirements into technical solutions Ability to pivot Willingness to learn Excellent documentation skills, written and verbal Strong leadership, organization, and communication skills