IEQ Capital Benefits Overview

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.

Supports IEQ Capital’s inorganic growth pipeline by managing Salesforce records, conducting sourcing research, coordinating advisor diligence and home office visits, supporting sales-cycle materials, and tracking opportunities. The role also coordinates third-party recruiters, develops process documentation and reporting tools, and collaborates with internal teams to facilitate advisor team onboarding. Responsibilities combine sales operations, relationship development, data management, business diligence, and cross-functional process coordination.

Supports the inorganic growth pipeline through Salesforce management, sourcing research, sales-cycle execution, mutual diligence, advisor relationship development, and home-office visit coordination. The role also develops process documentation, reporting tools, models, and campaign tracking while coordinating internal teams and third-party recruiters. Responsibilities require strong organization, communication, critical thinking, data management, and the ability to manage multiple priorities in a fast-paced wealth management environment.