Strategic Marketing & Communications Lead

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. 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.

About the role

The Strategic Marketing & Communications Lead is an experienced, results-oriented marketing and communications professional with a deep understanding of integrated communications strategies and brand stewardship. Reporting to the Chief Marketing Officer, this team member provides marketing representation to key company channels and is responsible for designing and executing strategies and initiatives that support continued growth, excellence in client service, and elevation of the brand. The role requires effective execution as a strategic thinker, cross-functional facilitator, and collaborator. The Lead interacts regularly with senior leadership team members and represents the MarComm team with professionalism and the highest standards of service.

Responsibilities

• Develop and ensure the execution of strategic marketing and communications plans to support firmwide objectives and activities critical to firmwide success, as identified in collaboration with MarComm leaders.
• Serve as the Marketing & Communications strategic liaison for key Sequoia teams experiencing robust growth. Align the objectives of these departments with marketing and communications initiatives.
• Serve as the point of contact to the broader MarComm team for assigned channels, including as the primary marketing contact for Sequoia advisors serving within these channels, providing strategic counsel, collateral support, and guidance on available tools.
• Become well-versed in how to position the channel for effective marketing purposes and personally outline, and often write/produce, associated content to initiate related materials.
• Facilitate all content production and communication mediums needed to support marketing for assigned channels, including email communications, presentations, and printed materials. Guide written materials through visual design to ensure the finished product aligns with the project’s objectives and expectations of the key audiences.
• Lead regularly scheduled partnership strategy meetings. Bring related action items to MarComm team for execution.
• Collaborate with all MarComm team members as a team player, bringing related talents and abilities to the department to provide the best outcomes for the firm.

Requirements

• Bachelor’s degree in marketing, communications, business, or a related discipline.
• 8+ years of related experience, preferably in a multi-family office or Registered Investment Advisory firm.
• Excellent interpersonal, verbal, and written communication skills.
• Demonstrated success developing and implementing integrated marketing and communications strategies for multi-tiered organizations, departments, and channels.
• Strong understanding of personal financial services delivery to UHNW and HNW clients is preferred.
• Highly organized and able to manage multiple projects and competing priorities without sacrificing accuracy or efficiency.
• Professional presence and ability to develop strong working relationships with leadership.
• Ability to thrive in a fast-paced environment.

Skills

• Demonstrates a commitment to the core values of integrity, teamwork, and passion.
• Strategic, creative, solutions-oriented mindset.
• Ability to multi-task and thrive in a fast-paced environment.
• Highly organized and detail-oriented.

Work Authorization & Sponsorship

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Sponsorship is not available for this role.

Working Conditions

• Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing, and walking.
• Depending on location, occasional moving and lifting of light equipment and/or furniture may be required.
• Occasional travel may be required, including travel to client sites, company offices, or industry events.