Presentation Specialist

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary Of The Position
Do you thrive in creating best-in-class dynamic content?
Are you looking to combine your passion for visual design, presentation content, and strategic communication to help creatively and effectively drive engagement? Sequoia's in-house marketing and communications team could be the right fit. As we continue to grow, we're seeking a talented presentation specialist to enhance our brand and support engagement efforts through high-quality, compliant presentations.

The presentation specialist will play a critical role in developing, editing, and managing presentations to elevate our brand, educate clients and prospects, and support our business development goals. This role requires strong design, writing, and editing skills, a deep understanding of marketing and communications concepts, and the ability to collaborate across internal teams. The specialist will have the ability to represent complex concepts in understandable presentation content. All candidates must submit at least three samples or provide access to an online portfolio of writing and design and be able to demonstrate a commitment to Sequoia's core values of integrity, teamwork, and passion.

Responsibilities

• Presentation Development and Creation: Produces presentation content that is clear, engaging, and compliant. Decks will be used for client, prospect, partner, and executive presentations, webinars, events. Ensures that all content aligns with brand messaging, tone of voice, editorial guidelines, and overall marketing and communications objectives.
• Strategic Content Development: Partners with internal constituents to understand the goal of the presentation and the content elements to edit existing and produce new high-quality, visually-oriented branded content for presentations. Delivers final presentations to the applicable internal audience, highlighting features and content concepts. Applies consultative approach to recommending final content.
• Original Design: Designs and creates visual aids to enhance existing and new presentation decks. Ensures presentations are visually appealing and align with brand standards.
• Presentation Management: Responsible forserving as a primary point of contact for managing SlideHub content, Sequoia's presentation management software.
• Collaboration: Works closely with marketing team members, advisors and subject matter experts (SMEs) to translate complex financial topics into digestible presentation content for a broader audience.
• Professional Development: Stays on top of market trends and research; shares relevant insights, trends, and technology with the team to enhance marketing deliverables. Continuously improves presentation-creation skills.

Required Skills/Experience

• Bachelor's degree in graphic design, visual art, marketing, communications, or a related discipline.
• 3+ years of experience as part of an agency or in-house marketing team.
• 3+ years creating presentations in a professional setting.
• Strong expertise with PowerPoint and related integrating tools (e.g. Excel).
• Ability to create animations and interactive presentation elements.
• Proficiency in Adobe Creative Suite.
• Excellent verbal and written communication skills.
• Strong design skills and ability to create visually appealing presentations.

Preferred Skills/Experience

• Financial services industry or highly regulated industry experience is preferred.
• Working knowledge of CRM and CMS platforms (e.g., Salesforce, WordPress, Asana).

Competencies

• Highly organized and detail-oriented.
• Ability to be consultative with team members at all levels in the organization.
• Motivated and able to work with minimal supervision.
• Self-starter with proven ability to manage multiple projects simultaneously.
• Collaborates well on a team.
• Ability to effectively time manage.
• Solution-oriented mindset.