Presentation Specialist

Sequoia Financial Group

Mayfield Heights, OH

Full Time

Mid Level

2 days ago

Job Description

About the Role

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. The company emphasizes core values such as integrity, passion, and teamwork, aiming to enrich lives through honest, consistent service and professional growth opportunities. The role of Presentation Specialist is part of the in-house marketing and communications team, focusing on creating high-quality, compliant presentations to support brand enhancement, client education, and business development.

Key Responsibilities

Produces presentation content that is clear, engaging, and compliant, for use in client, prospect, partner, and executive presentations, webinars, and events.
Ensures all presentation content aligns with brand messaging, tone of voice, editorial guidelines, and marketing objectives.
Partners with internal teams to understand presentation goals and content elements, editing existing and creating new high-quality, visually-oriented branded content.
Delivers final presentations to internal audiences, highlighting features and content concepts, and applies a consultative approach to content recommendations.
Designs and creates visual aids to enhance presentation decks, ensuring they are visually appealing and aligned with brand standards.
Serves as the primary point of contact for managing SlideHub content and Sequoia's presentation management software.
Collaborates with marketing team members, advisors, and subject matter experts to translate complex financial topics into digestible presentation content.
Stays updated on market trends and research, sharing insights and technology to improve marketing deliverables.
Continuously improves presentation-creation skills.

Requirements

Bachelor's degree in graphic design, visual art, marketing, communications, or a related discipline.
3+ years of experience in an agency or in-house marketing team.
3+ years creating presentations in a professional setting.
Strong expertise with PowerPoint and related 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.

Nice to Have

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

Qualifications

Bachelor's degree in graphic design, visual art, marketing, communications, or a related discipline.

Working at Sequoia Financial Group

Sequoia emphasizes integrity, passion, and teamwork, fostering a culture where team members can grow professionally, move into new opportunities, and lead further. The company values honest, consistent client experiences and continuous improvement, supporting a collaborative and motivated work environment.

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