Reitrement Advisory Operations Manager

Sequoia; Tempe (AZ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Base salary described in offer

Performance-based bonus programs

Comprehensive benefits package

Job summary

Sequoia in Tempe, AZ is seeking an Operations Manager to join our Retirement Advisory team. You will lead onboarding, CRM setup, and financial operations, acting as a strategic partner between clients, Advisors, and internal teams.

The role emphasizes accuracy, process optimization, data integrity, and cross-functional collaboration to deliver scalable client services and timely billing. Hybrid work with access to the Tempe office.

Qualifications

• 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.
• Operational mindset with a passion for process optimization and data integrity.
• Experience in retirement plan onboarding and financial services.
• Proficiency with data management tools and reporting systems (Salesforce, SharePoint, Envestnet, Excel).
• Excellent communication and cross-functional collaboration.
• Detail-oriented and accountable.

Responsibilities

• Lead onboarding and account setup for retirement advisory clients, from agreement to plan launch.
• Coordinate plan document intake and share materials with the education team.
• Configure CRM, implementations, and plan design builds for seamless launches.
• Collaborate with investment team to ensure fund lineups in Envestnet.
• Own quarterly data and reporting processes, ensuring accuracy and integrity.
• Manage quarterly advisory billing workflows in coordination with AR.
• Audit client billing and plan-paid data across systems.
• Lead internal knowledge updates and annual compliance reviews.
• Engage with stakeholders to drive operational excellence and scalability.

Skills

Defined contribution

Implementation

Data integrity

Cross-functional collaboration

Communication

Tools

Salesforce

SharePoint

Envestnet

Excel

Job description

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, fromagreement execution to account creation with our Registered Investment Advisory (RIA) firm
• Establish Sequoia’s access with recordkeepers and ensure all necessary documentation forplan-paid fees is completed accurately and on time
• Coordinate and manage plan document intake; organize and store materials in clientSharePoint and share with financial education team supporting employee inquiries
• Facilitate client setup in client relationship management (CRM), including implementationsetup 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 inEnvestnet for quarterly investment reviews

Reporting & Data Integrity

• Own the quarterly Plan Health Report (PHR) process, collecting and reconciling data from over20 recordkeeping partners
• Work closely with the CRM team to support data entry and ensure timely, accurate uploadsinto RIA’s systems
• Proactively audit system-generated PHRs for discrepancies and partner with internal teams toresolve issues
• Develop and maintain dynamic CRM reports that deliver actionable insights for leadership andclient-facing teams

Billing & Financial Operations

• Create new client billing records as stipulated in the service agreement and update asnecessary if terms are amended
• Manage quarterly advisory fee billing workflows, ensuring accurate invoicing throughcoordination 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 andoperational best practices
• Conduct annual audits of client-facing materials to ensure accuracy, relevance, andcompliance
• 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 syncsand issue resolution
• Collaborate closely with Advisors, Consultants, and external partners to ensure operationalexcellence across all touchpoints
• Support broader strategic initiatives alongside the Director of Operations and contribute tospecial 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/