Sequoia Financial Group

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 Position

The Email Marketing Manager is responsible for running email marketing campaigns end-to-end by managing email databases and automation tools, and creating newsletters for our fast-paced growing organization. The role will drive the usage of email communications and develop strategies and distribution techniques to execute campaigns that engage clients and prospects to ultimately drive revenue. The role will assist in social media coordination to ensure brand uniformity. This role will have high exposure to all departments within Sequoia. This role can be located in our Mayfield Heights or Akron, Ohio office.

Responsibilities

• Create email lists and campaigns managing the process from end-to-end
• Create and implement various CTAs and email templates well written and free from mistakes
• Determine email marketing KPIs
• Develop, analyze, and present data reports and suggest methods for improvements
• Create and maintain static and dynamic email lists taking full responsibility
• Segment lists based on behaviors like past email engagement and website interactions
• Work with outside partners to support and supplement internal activities
• Assist with coordinating social media, blog content, and webinar production
• Collaborate with the marketing team on various shared task work and responsibilities

Requirements

• 2+ years of experience with email marketing, lead nurturing, marketing automation, and data analytics
• Pardot experience required – 1-2 years
• Proficiency using marketing automation technology and software
• Critical thinking and problem-solving skills
• Strong organization and attention to detail
• High willingness to learn and ensure projects are completed by deadlines
• Knowledge of latest digital marketing trends
• Sense of ownership and pride in your performance and its impact on company’s success
• Ability to work independently and effectively in a collaborative environment with diverse personalities and geographies
• Bachelor’s degree in Marketing or Communications

Preferred Skills And Characteristics

• Financial industry and product knowledge
• Experience with Salesforce and Pardot
• Thrives in a fast paced environment
• Strong interpersonal and communication skills

Competencies

• Relationship Management
• Communication
• Critical Thinking
• Business Acumen
• Team Player