Presentation Specialist

Job Description

Job Description

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

Do you thrive in creating best-in-class dynamic content? Are you looking to combine your passion for visual design, presentation content, and strategic communication to help creatively and effectively drive engagement? Sequoia’s in-house marketing and communications team could be the right fit. As we continue to grow, we're seeking a talented presentation specialist to enhance our brand and support engagement efforts through high-quality, compliant presentations.

The presentation specialist will play a critical role in developing, editing, and managing presentations to elevate our brand, educate clients and prospects, and support our business development goals. This role requires strong design, writing, and editing skills, a deep understanding of marketing and communications concepts, and the ability to collaborate across internal teams. The specialist will have the ability to represent complex concepts in understandable presentation content. All candidates must submit at least three samples or provide access to an online portfolio of writing and design and be able to demonstrate a commitment to Sequoia’s core values of integrity, teamwork, and passion.

Responsibilities

Required Skills / Experience

Preferred Skills / Experience

Competencies