Teams at IEQ Capital

The Senior Associate will manage client relationships, support operational functions, prepare for meetings, and facilitate trades while collaborating with the team to develop financial strategies.

The Director of Financial Planning will lead financial planning for ultra-high-net-worth clients, manage end-to-end processes using eMoney, and collaborate with internal and external advisors to create actionable financial strategies.

Support partners with operational client services including money movement, account creation and maintenance, portfolio performance updates, database management, client communications about transfers and account openings, ad hoc project management, and participate in training with senior team members.