Project 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 Project Manager. This is a new position created in response to the growth of the organization and will report to the Technology Program Manager and focus on the delivery of projects for the firm. The Project Manager will work in close collaboration with all members of the Technology Team as well as departments that come together to create the project team that is responsible for the delivery of the opportunity. 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

The primary responsibilities include:

• Manages assigned projects to ensure adherence to budget, schedule, and scope of project.
• Responsible for the overall direction, coordination, implementation, execution, control and completion of specified projects ensuring consistency with Sequoia’s project management governance.
• Sets and tracks project schedule and milestones; manages and accounts for unforeseen delays, then realigns schedules and expectations as needed with proper communication and approval from project sponsor.
• Ensures project team is assigned and each member understands their role and expectations.
• Establishes and implements project communication plans, providing status updates to stakeholders.
• Collects, analyzes, and summarizes information and trends as needed to prepare project status reports.
• Potentially leading to M&A integrations, partnering with the broader integration team, third parties and leading a department specific workstream.
• Performs other related duties as assigned.

Required Skills/Experience

• Bachelor's degree or equivalent job experience.
• 2-4 years of project management and related experience.
• Organized with attention to detail.
• Ability to motivate a team to complete a project in a timely manner.
• Excellent analytical, logical thinking and problem-solving skills.
• Excellent verbal and written communication skills.
• Understanding project management methodologies (Waterfall, Agile) principles and planning.
• Proficient with Asana or similar project manager software.
• Proficient with Microsoft Office Suite or related software.

Preferred Skills/Experience

• Project Management Professional (PMP) certification preferred but not required.

Competencies

• Self-starter who is motivated to learn and grow in a fast-paced organization.
• Team-oriented and is adept at building relationships.
• Digitally savvy - consistently stays informed about changes to technology and demonstrates adaptability by actively adopting technology changes for use in their day-to-day job.
• Extremely organized and detail oriented.
• Ability to identify & prioritize critical tasks.
• Works well within fast paced team environment.
• Excellent organizational and time-management skills.
• Strong written and verbal communication.