IEQ Capital
IEQ Capital Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers generous parental leave
Offers health insurance
Work-Life Balance + Wellbeing
Offers generous PTO
Company Culture
Offers a remote work program
Provides free snacks and drinks
Recently posted jobs
Financial Services
Manages client relationships and supports senior wealth management leaders through portfolio analysis, trade execution, account maintenance, alternative investment reviews, performance reporting, asset allocation recommendations, customized financial strategies, investment advice, client servicing, inquiry research, follow-up communication, and quarterly performance reviews.
Financial Services
Supports wealth management partners by handling money movement, account administration, client meeting preparation, trade placement, client inquiries, performance and asset allocation reporting, and relationship servicing. The role collaborates on customized financial strategies, participates in client meetings, and gradually assumes more investment-related responsibilities.
Financial Services
Manage client relationships and support wealth management activities, including portfolio analysis, trade execution, account maintenance, alternative investment reviews, performance reporting, portfolio recommendations, client meetings, investment advice, and quarterly reviews. The role supports Managing Directors and Partners while delivering customized financial strategies and responsive client service.
