Jobs at Sequoia

Manage retirement advisory client onboarding, account setup, plan documentation, CRM data integrity, quarterly reporting, billing workflows, audits, compliance approvals, and operational improvements. Coordinate with advisors, investment teams, recordkeepers, the RIA, Accounts Receivable, and clients to resolve issues, maintain accurate systems, and support scalable service delivery.

Assist LOA Specialists with LOA documentation, manage case queues, research legislative changes, and train stakeholders on LOA processes and laws.

Lead web and digital strategy across three brands, owning site experience roadmaps, testing and optimization, SEO, personalization, analytics-driven improvements, governance, and cross-functional collaboration to drive acquisition, engagement, conversion, and retention.

Partner with consulting teams and clients to produce financial analyses, claims reporting, benchmarking, and actuarial-based forecasting. Prepare and present reporting packages and insights on demographics, network differentials, and plan design. Maintain client data in Salesforce, improve client-team processes, build carrier relationships, and deliver reliable financial models that inform client benefit decisions.

Provide Tier 1-2 IT support for onsite and remote users, manage ticket queue, procure and deploy endpoints, perform AD/Azure AD and Microsoft 365 administration, image and set up laptops, troubleshoot hardware/software and SaaS telephony, maintain documentation, and support occasional weekend work and inter-office travel.

Process accurate payrolls for multiple clients, maintain payroll and employee data, interface with clients and vendors, manage payroll workflows, assist with quarter/year-end filings, and report on program implementations and metrics.

The Platform Success Manager guides clients in utilizing Sequoia's benefits, systems, and HRIS, ensuring optimal adoption and satisfaction while managing projects and fostering relationships.

As Payroll Manager, lead and develop a payroll team, oversee payroll operations, handle complex issues, and drive process improvements while ensuring compliance.

Manage incoming payroll tax correspondence, support tax notice resolution, submit documents to agencies, maintain client payroll tax accounts in systems (PrismHR, MasterTax, ADP SmartCompliance, Salesforce), assist with compliance reporting (quarter-/year-end), and perform additional client-service and administrative tasks.

Manage Sequoia One PEO's leave of absence program: ensure compliance with federal/state leave laws, coordinate all leave types, oversee case intake and queue, partner with HRBP/Payroll, create reference materials and training, analyze leave data, serve as SME and client contact, and drive process improvements.

Lead visual design across multiple B2B brands, creating design systems, campaigns, illustrations, and motion graphics. Collaborate with Marketing, UX, Product, and stakeholders to translate strategy into polished digital and print assets, use AI tools to accelerate ideation, and establish scalable workflows, templates, and brand documentation.

The role involves backend engineering, supporting the Benefits module, troubleshooting production issues, mentoring junior engineers, and ensuring system reliability.