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.
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