Job Details

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Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our goal is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company committed to putting our clients' interests first. Our focus is on helping clients meet their investment objectives without the distractions and limitations that can arise within larger organizations.

The Role

We are looking for a motivated professional to join our Foster City and/or San Francisco-based team as an Associate Director. In this role, you will work closely with the team to manage important aspects of client relationships. This position is suited for those with experience managing client relationships in an investment advisory capacity. Responsibilities include:

1. Supporting CEOs and Partners with services such as portfolio analysis, trade execution, account maintenance, and meeting preparation.
2. Reviewing non-publicly traded alternative investments (real estate, credit, etc.) and communicating strategies to clients.
3. Constructing performance and asset allocation reports, along with recommended portfolio adjustments.
4. Providing exceptional service and devising customized financial strategies for clients.
5. Offering investment advice during meetings with CEOs and Partners.
6. Interacting with clients to support their servicing needs, including researching inquiries, managing follow-ups, and conducting quarterly reviews.

Qualifications

• 3-5+ years of wealth management experience.
• Exceptional organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Critical thinking, issue anticipation, and multi-project prioritization abilities.
• Familiarity with operational aspects such as account openings and disbursements.
• Strong relationship-building skills inside and outside the organization.
• Ability to work in a fast-paced, high-volume, high-pressure environment.
• Experience with Salesforce is a plus.
• Designations like CFA, CFP, CAIA are a plus.
• Experience with Fidelity Investments is a plus.
• A 'No task is too small' mentality.
• Bachelor's degree required.

Compensation

The total compensation range for this role, including base salary and bonus, is $135,000-$175,000, depending on skills and experience.

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