Portfolio Reporting Systems Manager

Sequoia Financial Group Llc•Dublin, OH

About The Position

Sequoia Financial Group is seeking a motivated, self-starting, passionate team player to join our firm in the role of Portfolio Reporting Systems Analyst. This is a new position created in response to the growth of the organization and will own the execution of technology projects related to mergers & acquisitions and serve as the primary owner of our portfolio reporting platform. The Reporting Systems Manager will work in close collaboration with all members of the Technology Team and the Operations Team to support various aspects of our advisor and client reporting system. 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.

Requirements

Minimum 5 years of experience in an operations or client service role
Minimum 3 years of demonstrated project or program management experience, including stakeholder management and vendor accountability
Experience working with and communicating with senior level management
Ability to learn quickly and become proficient in a process-driven, fast-paced work environment
Effective problem-solving skills to create solutions for the firm
Willingness to attend necessary meetings between 8-5pm EST and be flexible when needed
Ability to travel when needed
Proficiency in Microsoft Office Suite with an emphasis in Excel

Nice To Haves

Experience working daily with a workflow technology system.
Experience in financial services industry.
Prior experience with financial industry technology a plus (Salesforce, Tamarac, MoneyGuide, eMoney, etc.; ByAllAccounts, Yodlee, DST Vision, etc.; Asana, Monday.com, etc.)
Bachelor’s degree preferred

Responsibilities

Serve as the Subject Matter Expert (SME) for our portfolio reporting and client experience platforms.
Assist with vendor management tasks including invoice tracking, roadmap review, and service escalations.
Lead Sequoia and Third-Party Partners in the migration of data and operational processes across portfolio reporting platforms.
Partner with internal stakeholders to document and deploy platform enhancements and drive delivery of key Sequoia enhancements from vendors.
Assist with training and maintenance of all resource libraries for end users.
Support the integration between Sequoia and newly acquired firms. Will assist with overarching conversion of legacy portfolio reporting systems to Sequoia’s standard system with considerations for trading/billing impacts. Will work closely with the Reporting System Lead, Tech Program Management Office (PMO), internal operations specialists, and strategic partner(s) (Third Parties) to ensure on time delivery of the integration.
Own execution and ongoing enhancement of Integration Playbook to ensure all standards, processes, and best practices are well documented and continuously updated. Will lead ongoing updates and enhancements to the Integration Playbook to reflect current systems and best practices.
Participate in early M&A due diligence analysis to confirm project scope, budget, and timeline. Will work with Reporting System Lead to identify any risks along with associated costs to overcome and will help finalize statement of work for each acquisition with various third parties.
Drive Sequoia and Third-Party partner execution of the documented Playbook to achieve defined deliverables. This includes, but is not limited to: Own various data audits and system setup tasks throughout each project. Some tasks may be entirely in app while others will rely heavily on Excel data work. Partnering with PMO on project schedule to ensure all tasks are updated in a timely fashion and any risks/issues escalated promptly. Participate in ‘Hypercare’ activities to ensure acquired firm is onboarded successfully. This includes scheduling and leading training and support for end users.
Serve as primary point of contact for acquired firm leadership during conversion, including leading expectation-setting conversations, communicating Sequoia's standards, and managing exception requests.
Assist with identification and documentation of any lingering work needed to ensure all associated workstreams are transitioned to Sequoia's standard operations post-project.
Complete & Support team Salesforce Cases when needed.
Own or assist with other firm-wide technology projects as resources allow.
Collaborate with stakeholders to implement new system or process enhancements.
Establish and maintain custodial data feed setups within reporting systems.