What are the responsibilities and job description for the Project Manager position at Sequoia Financial Group?
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 :
Requirements
Required Skills / Experience
Preferred Skills / Experience
Competencies
