Sequoia Financial Group · 1 day ago
Presentation Design Specialist
Akron, OH
Full-time
Onsite
Mid Level
3+ years expSequoia Financial Group is a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial planning and wealth management services. They are seeking a talented presentation design specialist to enhance their brand and support engagement efforts through high-quality, compliant presentations. The role involves developing, editing, and managing presentations to elevate the brand and support business development goals.
ConsultingFinancial ServicesWealth Management
Responsibilities
Presentation Development and Creation: Produces presentation designs that are clear, engaging, and compliant. Decks will be used for client, prospect, partner, and executive presentations, webinars, events. Ensures that all content aligns with brand standards 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 produce high-quality, visually-oriented materials. 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 for serving 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
Qualification
Required
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
Financial services industry or highly regulated industry experience is preferred
Working knowledge of CRM and CMS platforms (e.g., Salesforce, WordPress, Asana)
Company
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$200MKey Investors
Valeas Capital PartnersKudu Investment Management
2022-10-19Private Equity· $200M
2020-07-07Private Equity
Leadership Team
Thomas Haught
Chairman, CEO & President
Trevor R Chuna
Chief Technology Officer
Recent News
2025-10-15
Company data provided by crunchbase