Portfolio Reporting Systems Manager

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 Portfolio Reporting Systems Analyst. This is a new position created in response to the growth of the organization and will own the execution of technology projects related to mergers & acquisitions and serve as the primary owner of our portfolio reporting platform. The Reporting Systems Manager will work in close collaboration with all members of the Technology Team (which has responsibility for technology strategy and execution, business intelligence, end user support, and technology training) and the Operations Team (responsible for day-to-day platform support) to support various aspects of our advisor and client reporting system. 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.
 
Responsibilities 

• Serve as the as the Subject Matter Expert (SME) for our portfolio reporting and client experience platforms.
  • Assist with vendor management tasks including invoice tracking, roadmap review, and service escalations. 
  • Lead Sequoia and Third-Party Partners in the migration of data and operational processes across portfolio reporting platforms. 
  • Partner with internal stakeholders to document and deploy platform enhancements and drive delivery of key Sequoia enhancements from vendors. 
  • Assist with training and maintenance of all resource libraries for end users. 
• Support the integration between Sequoia and newly acquired firms. Will assist with overarching conversion of legacy portfolio reporting systems to Sequoia’s standard system with considerations for trading/billing impacts. Will work closely with the Reporting System Lead, Tech Program Management Office (PMO), internal operations specialists, and strategic partner(s) (Third Parties) to ensure on time delivery of the integration.
  • Own execution and ongoing enhancement of Integration Playbook to ensure all standards, processes, and best practices are well documented and continuously updated. Will lead ongoing updates and enhancements to the Integration Playbook to reflect current systems and best practices. 
  • Participate in early M&A due diligence analysis to confirm project scope, budget, and timeline. Will work with Reporting System Lead to identify any risks along with associated costs to overcome and will help finalize statement of work for each acquisition with various third parties. 
  • Drive Sequoia and Third-Party partner execution of the documented Playbook to achieve defined deliverables. This includes, but is not limited to
    • Own various data audits and system setup tasks throughout each project. Some tasks may be entirely in app while others will rely heavily on Excel data work. 
    • Partnering with PMO on project schedule to ensure all tasks are updated in a timely fashion and any risks/issues escalated promptly. 
    • Participate in ‘Hypercare’ activities to ensure acquired firm is onboarded successfully. This includes scheduling and leading training and support for end users. 
  • Serve as primary point of contact for acquired firm leadership during conversion, including leading expectation-setting conversations, communicating Sequoia's standards, and managing exception requests.
  • Assist with identification and documentation of any lingering work needed to ensure all associated workstreams are transitioned to Sequoia's standard operations post-project. 
• Other Responsibilities (as needed)
  • Complete & Support team Salesforce Cases when needed.
  • Own or assist with other firm-wide technology projects as resources allow.
  • Collaborate with stakeholders to implement new system or process enhancements.
  • Establish and maintain custodial data feed setups within reporting systems.

Required Skills/Experience 

• Minimum 5 years of experience in an operations or client service role
• Minimum 3 years of demonstrated project or program management experience, including stakeholder management and vendor accountability
• Experience working with and communicating with senior level management
• Ability to learn quickly and become proficient in a process-driven, fast-paced work environment
• Effective problem-solving skills to create solutions for the firm
• Willingness to attend necessary meetings between 8-5pm EST and be flexible when needed
• Ability to travel when needed
• Proficiency in Microsoft Office Suite with an emphasis in Excel 

Preferred Skills/Experience 

• Experience working daily with a workflow technology system.
• Experience in financial services industry.
• Prior experience with financial industry technology a plus
  • Salesforce, Tamarac, MoneyGuide, eMoney, etc.
  • ByAllAccounts, Yodlee, DST Vision, etc
  • Asana, Monday.com, etc. 
• Bachelor’s degree preferred

Competencies 

• Conflict resolution and change management leadership
• Exceptional attention to detail and organizational skills 
• Ability to handle multiple priorities and learn quickly
• Persistence in follow up to accomplish objectives
• Proactive mindset to identifying problems and pursuing solutions
• Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client
• Demonstrating professional communication skills with responses to new hires, custodians, and fellow integration team members
• Positive frame of mind with a resilient can-do attitude