Sequoia

Operations

• Lead operational workflow for onboarding new retirement advisory clients from agreement execution to account creation with RIA
• Establish Sequoia access with recordkeepers and ensure documentation for plan-paid fees is completed
• Coordinate plan document intake and organize materials in client SharePoint; share with financial education team
• Facilitate client setup in CRM, including implementation setup and plan design builds
• Collaborate with investment team to configure fund lineups in Envestnet for quarterly reviews
• Own quarterly Plan Health Report process, collecting and reconciling data from 20+ recordkeepers
• Audit system-generated PHRs and resolve discrepancies with internal teams
• Develop and maintain dynamic CRM reports for leadership and client-facing teams
• Create and manage client billing records and quarterly advisory fee billing workflows with Accounts Receivable
• Support collection of past-due revenue and audit client billing and plan-paid fee data across systems
• Review, update, and author internal Knowledge Articles; conduct annual audits of client-facing materials
• Lead RIA Compliance approval process for client-facing collateral
• Act as primary liaison with RIA and represent Sequoia in bi-weekly syncs and issue resolution
• Support strategic initiatives and special projects to drive scalability and client satisfaction

Retirement Advisory Operations Manager