Heather Walters is a Senior Director and Client Service & Process Innovation Lead, focusing on optimizing the integration experience for new team members as firms join Sequoia. She plays a key role in reviewing existing processes, identifying integration strategies, and ensuring that incoming employees have a clear path to success within Sequoia. With firsthand experience as part of a previously acquired firm, Heather brings valuable insight into what it’s like to transition into a new organization.

Her primary focus during integration is ensuring that team members feel supported, confident, and well-equipped to navigate any operational changes. She works closely with the client service and advisor teams, helping them understand shifts in responsibilities and setting clear expectations. By documenting workflows, maintaining open communication, and reinforcing Sequoia’s team culture, she helps create a seamless transition for both internal teams and clients.

Heather is motivated by Sequoia’s growth and the opportunity to work with talented professionals across different regions. She believes that when employees feel engaged and empowered, they can continue delivering an exceptional client experience. Her collaborative approach and deep understanding of process integration make her a key contributor to successful M&A transitions.