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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.

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.

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