Reitrement Advisory Operations Manager

Who We Are:

Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend. For 24 years, we’ve guided the most innovative employers to navigate growth and get the most out of their global people investment. With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Visit Sequoia.com or follow us on LinkedIn to learn more.

Hybrid to Tempe, AZ office

What You'll Do

Sequoia is seeking an Operations Manager to join our Retirement Advisory team. In this critical role, you’ll serve as a strategic partner in both client onboarding and operational execution. This is an exciting opportunity to contribute to a fast-paced, mission-driven environment where precision, collaboration, and innovation are valued.

Client Onboarding & Account Management

Lead the operational workflow for onboarding new retirement advisory clients, from

agreement execution to account creation with our Registered Investment Advisory (RIA) firm

Establish Sequoia’s access with recordkeepers and ensure all necessary documentation for

plan-paid fees is completed accurately and on time

Coordinate and manage plan document intake; organize and store materials in client

SharePoint and share with financial education team supporting employee inquiries

Facilitate client setup in client relationship management (CRM), including implementation

setup and plan design builds, to ensure internal systems are prepared for plan launch

Collaborate with investment team to ensure fund lineups are captured and configured in

Envestnet for quarterly investment reviews

Reporting & Data Integrity

Own the quarterly Plan Health Report (PHR) process, collecting and reconciling data from over

20 recordkeeping partners

Work closely with the CRM team to support data entry and ensure timely, accurate uploads

into RIA’s systems

Proactively audit system-generated PHRs for discrepancies and partner with internal teams to

resolve issues

Develop and maintain dynamic CRM reports that deliver actionable insights for leadership and

client-facing teams

Billing & Financial Operations

Create new client billing records as stipulated in the service agreement and update as

necessary if terms are amended

Manage quarterly advisory fee billing workflows, ensuring accurate invoicing through

coordination with Accounts Receivable (AR)

Support efforts to collect past-due revenue from clients

Conduct audits of client billing and plan-paid fee data to ensure integrity across systems

Serve as a point of contact for billing inquiries, working cross-functionally with Advisors, AR,

Clients, Recordkeepers, and RIA to resolve discrepancies

Documentation, Training & Compliance

Review, update, and author internal Knowledge Articles (KAs) to reflect evolving processes and

operational best practices

Conduct annual audits of client-facing materials to ensure accuracy, relevance, and

compliance

Lead the process of obtaining RIA’s Compliance approval for all client-facing collateral,

including updates and new content

Stakeholder Engagement & Operational Leadership

Act as the primary liaison between Sequoia and RIA, representing Sequoia in bi-weekly syncs

and issue resolution

Collaborate closely with Advisors, Consultants, and external partners to ensure operational

excellence across all touchpoints

Support broader strategic initiatives alongside the Director of Operations and contribute to

special projects that drive scalability and client satisfaction

What You Bring

5+ years of experience in defined contribution space (e.g. 401(k), 403(b), or Profit-Sharing plans)

2-3 years of experience in implementation or project management

A strong operational mindset with a passion for process optimization and data integrity

Experience in retirement plan onboarding, 401(k) plan operations, financial services, or a similar client service-oriented environment

Proficiency with data management tools and reporting systems (e.g., Salesforce, SharePoint,

Envestnet, Excel)

Excellent communication skills and the ability to collaborate cross-functionally with both internal stakeholders and external partners

A proactive, detail-oriented, and accountable approach to your work

Sequoia’s Culture – Our most important asset

Integrity

Passion for service

Innovative

Growth oriented

Caring for others

Promise-centric

Focused on relationship building

Sequoia provides equal opportunity to all applicants without regard to race, color, creed, religion, citizenship, national origin, age, sex, sexual orientation, gender identity, pregnancy, marital status, military or veteran status, disability, or any other basis prohibited by applicable law.

• Compensation & Benefits
• Sequoia provides competitive compensation including base salary, performance-based bonus programs, and comprehensive benefits package.

Sequoia’s Candidate Privacy Policy

https://www.sequoia.com/legal/candidate-privacy-policy/