Sequoia Financial Group · 14 hours ago
M&A Project Manager
Akron, OH
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSequoia Financial Group is a growing Registered Investment Advisor headquartered in Northeast Ohio, offering financial planning and wealth management services. The M&A Integration Project Manager plays a critical role in supporting the firm's growth through mergers and acquisitions by managing the integration of new firms and ensuring seamless onboarding for new partners.
ConsultingFinancial ServicesWealth Management
Responsibilities
Lead day-to-day integration efforts during key phases to support onboarding, training, and cultural assimilation, including travel as needed. Serve as primary daily contact for incoming firm to facilitate a collaborative integration process
Develop and enhance Sequoia’s integration framework and project management approach to drive consistency and excellence across all workstreams
Learn the work efforts required of each workstream and ensure project scope and objectives are defined, documented, and communicated within the overall project plan
Partner with subject matter experts and workstream leaders across the firm to align priorities, resources, and deliverables to meet integration milestones
Liaise between project members, cross-functional teams, external vendors, and key stakeholders to ensure alignment on timelines, deliverables, and dependencies
Utilize appropriate project management tools to plan timelines, tasks, milestones, and deliverables
Communicate project schedules, updates, and changes to all stakeholders in a timely and transparent manner
Plan and facilitate project meetings to align the team around goals, timelines, and deliverables
Prepare agendas, meeting notes, and post-meeting summaries to ensure accountability and follow-up
Monitor project progress, track task completion, and identify potential risks or delays; develop mitigation plans as needed
Identify and address resource gaps or conflicts to maintain momentum and ensure successful project execution
Identify, implement, and refine best practices, systems, and workflows to continuously improve Sequoia’s integration capabilities
Document and share lessons learned from each integration to build an evolving playbook that supports scalability and continuous improvement
Ensure continuity of client experience, advisory services, and operational excellence throughout all phases of integration
Qualification
Required
Bachelor's degree required
10+ years of professional experience with 3+ years of demonstrated project management experience, ideally within professional services, consulting, or financial services
Proven ability to manage complex, cross-functional projects from inception to completion
Strong familiarity with project management methodologies, tools, and best practices
Excellent analytical, organizational, and problem-solving skills with the ability to think strategically and execute tactically
Strong interpersonal and communication skills, with the ability to influence across all levels of the organization
Highly resourceful and adaptable, with a track record of completing projects according to scope, budget, and timeline
Preferred
3+ years of experience with a Registered Investment Advisor (RIA)
Project Management Professional (PMP) certification
Previous experience leveraging project management tools to manage and track complex, cross-functional projects
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