Associate Director, Wealth Management
Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest 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, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
We are looking for a motivated professional to join our team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
- Support to CEOs and Partners by providing service and support functions such as:
- Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
- Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
- Construct performance and asset allocation reports along with the recommended portfolio changes
- Provide exceptional service and devise customized financial strategies for existing/prospective clients
- Provide investment advice to clients in meetings with CEOs and Partners
- Interact with clients, supporting all aspects of their servicing needs:
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
- 3-5+ years of wealth management experience
- Exceptional organizational skills, attention to detail
- Exceptional written and verbal communications skills
- Ability to think critically, anticipate issues and prioritize multiple projects
- Familiarity with operational aspects of business (new account openings, disbursements, etc.)
- Exceptional relationship buildings skills both inside and outside of the organization
- Ability to work in a fast paced, high-volume, high-pressure environment
- Experience with Salesforce is a plus
- CFA, CFP, CAIA designation is a plus
- Experience with Fidelity Investments is a plus
- “No task is too small” mentality
- Bachelor’s degree is required
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.
#LI-JK1 #LI-Hybrid
Skills
As published by greenhouse · 14 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (6)
- Preferred pronouns: optional
- LinkedIn Profile
- What is your desired total compensation?
- If so, please describe any compensation you receive: optional
- Do you provide investment advice as part of your role? optional
- If yes, who? optional
Pick from a list (7)
- Do you have a Bachelor's Degree?
- GPA
- Are you authorized to work in the country in which this job is offered?
- Will you now or in the future require IEQ's sponsorship to continue or extend your current work authorization status?
- Are you currently involved in any Outside Business Activities which requires you to devote time outside of your role at the firm?
- IEQ Capital Privacy Policy Acknowledgment
- Have you been referred by someone at IEQ for this position?
Written answers (1)
- Due to U.S. Securities and Exchange Commission (the "SEC") regulations, IEQ Capital must gather information on whether a candidate holds any political positions. When answering this question, do not disclose a political party or candidate. If "yes," please specify the political position. Do you hold a political position, including but not limited to: (i) an officer or employee of any national, regional, local or other government entity, (ii) an elected government official, (iii) an officer or employee of any entity or instrumentality in which a government or government entity possesses a majority or controlling interest, (iv) a candidate for political office, (v) a political party or official of a political party, (vi) an officer or employee of a public international organization, or (vii) a person who is acting in an official capacity for or on behalf of any government or department, agency or instrumentality of a government or for or on behalf of any public international organization?