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Strategic Investment Implementation Lead

Sequoia Financial Group

Sequoia Financial Group in Ohio seeks an Investment Implementation Leader to oversee the Portfolio Strategist, Investment Implementation, and Investment Operations teams, aligning research with advisor delivery and ensuring compliant, on-model proposals. The ideal candidate has 8+ years in investment management, strong leadership, and a track record of improving workflows, client proposals, and portfolio execution while partnering with senior leadership. #J-18808-Ljbffr Sequoia Financial Group

Vacancy posted 12 hours ago
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