Sentinel Portfolio Strategist at Sequoia Financial Group Llc

Berwyn, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

0.0

Posted On

26 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Markets, Investment Solutions, Family Office Clients, Prospecting, Client Engagements, Investment Strategy, Portfolio Decisions, Proposal Creation, Allocation Analysis, Investment Reviews, Investment Research, Portfolio Monitoring, Rebalancing, Tax Impact Analysis, Excel Proficiency

Industry

Financial Services

Description

Sequoia Sentinel, the Family Office division of Sequoia Financial Group, is excited to announce exceptional career opportunities for Financial Advisors and Asset Management professionals to join our team. Specializing in serving ultra-high-net-worth families with $25M+ in assets, Sequoia Sentinel offers a boutique, multi-generational wealth management experience, providing a highly personalized approach to wealth preservation, growth, and legacy planning. As part of our growing team, you will have the opportunity to work with some of the most successful and sophisticated families in the world, delivering comprehensive financial solutions that address complex needs across investments, estate planning, tax strategies, and more. Our team is dedicated to offering a holistic service experience, combining deep experience with a client-first approach that fosters long-term relationships and trust. Our advisors understand their clients’ evolving needs, helping them to safeguard their legacy beyond finances. We are looking for passionate, client-focused professionals who are eager to take on the unique challenges and rewards of serving high-net-worth and ultra-high-net-worth families. With offices across the United States, no matter where you are based, joining Sequoia Sentinel means becoming part of a collaborative, high-caliber team committed to excellence and making a meaningful impact on the financial futures of families for generations to come. Summary of position: We seek a detailed, motivated, and experienced strategist to join our Sentinel team, servicing our Family Wealth and Family Office clients. This individual should have in-depth knowledge of financial markets, investment solutions and family office clients with intricate ownership structures. This role will join our Sentinel advisors in prospecting; client engagements aligning investment strategy with client goals and communicates portfolio decisions clearly and proactively. RESPONSIBILITIES * Support advisors in proposal creation for UHNW clients, conducting an analysis of the prospects current investments and producing a recommended allocation and transition plan. * Assisting advisors in prospect and client meeting, providing support on investment reviews and address any investment related questions. * Ongoing engagement with Sequoia Investment Research to maintain a deep understanding of investment solutions and ongoing investment management activity. * Track contributions, withdrawals, capital calls, and distributions while maintaining accurate liquidity needs within the client's portfolio. * Continuously monitor portfolio allocations for drift relative to IPS guidelines, identifying variances from target ranges and recommending rebalancing when appropriate. * Oversee portfolio transition to Sentinel target asset allocations, factoring in tax impact, liquidity windows and clients risk objective. * Conduct indication of interest analysis for pending investment opportunities factoring in capacity and recommended sizing. * Propose transition and rebalance opportunities to advisors, often with a multiple phased approach. REQUIRED SKILLS/EXPERIENCE * Bachelor’s Degree * 3-5 years of experience in wealth or investment management. * Enjoys working in fast-paced environment and ability to manage multiple tasks. * Demonstrated ability to communicate effectively across organization through both verbal and written communication. * Intermediate understanding of public and private markets including investment structure. * Strong proficiency in Excel (run and create functions, pivot tables and charts). PREFERRED SKILLS/EXPERIENCE * Bachelor’s degree in business, finance or accounting * Quick adaptation to technology * Trading knowledge * Strong business acumen * Ability to work well under stress * Solid understanding of financial markets * Excellent analytical skills COMPETENCIES * Enjoys team environment * Self-starter who is motivated to learn * Interest in financial markets

Responsibilities

The strategist will support advisors by analyzing prospects' current investments to create recommended allocations and transition plans, while also tracking portfolio activities like contributions, withdrawals, and monitoring allocations against Investment Policy Statement guidelines.