Jobs at IEQ Capital

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.

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.

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.

Supports wealth management partners with money movement, account creation and maintenance, portfolio performance updates, database management, and ad hoc projects. Communicates with clients about asset transfers and account opening, participates in market education, and ensures compliance with operational policies and confidentiality standards.

The Associate in Wealth Management at IEQ Capital manages client relationships, supports operational functions, ensures compliance, and communicates transaction details, while working closely with Partners to enhance their skill set and career growth.

The Senior Associate in Wealth Management supports partners in operations, manages client relationships, research inquiries, and provides financial strategy, requiring strong organizational and communication skills.

The Senior Associate in Wealth Management will support the team with operational functions, client interactions, performance reporting, and customized financial strategies.

The Associate will manage client relations, provide operational support, handle transactions, and maintain compliance, while gaining market knowledge through training programs.

The Associate will manage client relationships by providing operational support, communicating transactions, and assisting with educational sessions while ensuring compliance standards.

Provide operational and client-facing support for Partners: money movement, account setup and maintenance, portfolio performance updates, database and project management, and client communications. Participate in training with senior team members and contribute to relationship-building and firm growth.

The Associate Director will manage client relationships, provide investment advice, support senior staff, and create customized financial strategies.

The Senior Associate role involves supporting the Partners with client relationship management, operational functions, trade placement, and preparing client communication and reports.

The Associate Director will manage client relationships, provide investment advice, and support portfolio analysis while enhancing client service and customized financial strategies.

The Director of Wealth Management manages client relationships, provides investment advice, prepares reports, and supports portfolio analysis in an advisory capacity.

Own platform initiatives for CRM, data integrations, and internal tools: define requirements, manage roadmap and backlog, translate needs into user stories, coordinate cross-functional delivery, drive adoption, create documentation and training, and iterate post-launch.

As a Senior Associate, you will manage client relationships, support operational functions, and collaborate on financial strategies while ensuring exceptional service.

The Associate Director will manage client relationships, provide investment advice, perform portfolio analysis, and support the team through various advisory tasks.

The Associate Director will manage client relationships, provide investment advice, analyze portfolios, and support senior directors and partners.