Advisor Training and Integration Specialist - Fairlawn - Sequoia Financial Group

    Sequoia Financial Group
    Sequoia Financial Group Fairlawn

    1 week ago

    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
    The Merger Training Advisor plays a critical role in supporting the successful integration of newly acquired firms. This position is responsible for understanding the acquired firm's legacy tools, technologies, workflows, and terminology, and guiding advisors through a smooth transition to Sequoia's technology ecosystem and best practices. Acting as both a trainer and integration partner, the Merger Training Advisor will deliver tailored training, collaborate with the Learning & Development (L&D) team to customize content, and serve as the primary point of contact for acquired advisors throughout the integration process. Additionally, the Trainer will act as the main point of contact to support and promote our training programs. Effective communication with the M&A team, technology team, leadership team, and L&D team is essential for reporting successes and identifying areas for improvement. A willingness to travel and spend time on-site is also required.
    Responsibilities
    Integration & Training Support
    • Participate in merger and integration calls early in the acquisition process to understand the incoming firm's structure, systems, and culture.
    • Serve as a resource to newly acquired advisors for approximately 6-9 months post-close.
    • Deliver training sessions, both in person and virtually, to guide acquired advisors through Sequoia's tools, workflows, and best practices.
    • Act as the primary Peer Integration Advisor for firms with fewer than seven acquired advisors.
    • For larger firms (eight or more advisors), lead and coordinate groups of Peer Guides to support integration at scale.
    Content Development & Collaboration
    • Partner with the L&D team to develop and refine training materials, ensuring they are relevant to each acquired firm's starting point.
    • Provide insights from integration experiences to improve training programs and materials.
    Required Skills/Experience
    • Minimum 3-5 years as a wealth advisor
    • Series 65 and/or CFP
    • Demonstrated ability to facilitate group training in person and virtually
    • Experience leading 1:1 coaching or mentoring conversations
    • Ability to guide individuals through organizational change
    • Comfort addressing resistance and coaching advisors through transition stages
    • Proven ability to learn new technologies, CRMs, and workflows quickly
    • Ability to build rapport quickly with advisors and staff from diverse firm cultures
    • Skilled in navigating sensitive or high-pressure conversations
    Preferred Skills/Experience
    • Experience with Salesforce, Tamarac, E-Money, Schwab, or Fidelity
    • Good with PowerPoint and presentation creation
    • Previous involvement in an acquisition or integration, either as an advisor or part of an integration team
    • Experience with additional RIA/wealth management platforms (e.g., Orion, Black Diamond, Redtail)
    • Ability to provide behavioral coaching and support during high-stress periods
    Competencies
    • Learning orientation
    • Team-oriented
    • Excellent communicator and presenter
    • Proficient with technology
    • Strong customer service skills
    • Ability to work with different personalities
    • Organized
    • Enjoys solving problems

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