Investment Proposal & Implementation Specialist

ADP, Inc.; Dublin (OH); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Sequoia Financial Group seeks an Implementation & Proposal Analyst in Dublin, OH. Hybrid work arrangement with responsibilities spanning proposal development and asset transition coordination.

The role focuses on translating advisor input into compliant, strategy-based proposals and ensuring accurate execution through onboarding. The candidate should have 5+ years in financial services, strong communication skills, and proficiency with Excel and PowerPoint.

Qualifications

• Five or more years in financial services or investment operations.
• Experience building investment proposals or client-facing presentations in an RIA/wealth management setting.
• Strong understanding of asset allocation and portfolio construction.

Responsibilities

• Own the proposal methodology, standards, and technology.
• Build investment proposals from advisor input and client objectives.
• Model tax and transition impact before presenting a proposal.
• Train teammates to ensure consistent deliverables.
• Maintain templates, analytics, and disclosure language.

Skills

Investment operations

Proposal development

Excel and PowerPoint

Analytical thinking

Tools

Nitrogen

Morningstar Direct

YCharts

Tamarac

Orion

Job description

Sequoia Financial Group seeks an Implementation & Proposal Analyst in Dublin, OH. Hybrid work arrangement with responsibilities spanning proposal development and asset transition coordination.

The role focuses on translating advisor input into compliant, strategy-based proposals and ensuring accurate execution through onboarding. The candidate should have 5+ years in financial services, strong communication skills, and proficiency with Excel and PowerPoint.