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 RoleIEQ Capital is looking for a motivated professional to join the Business Development Team in our Foster City office. The Business Development Associate plays a critical role in supporting IEQ Advisors in sourcing new business, identifying and tracking liquidity events, qualifying potential prospect leads, managing opportunity pipelines, and more. This role is essential in helping our advisors stay organized and proactive in their growth efforts and assists in every phase of the prospecting process. The Business Development Associate will have the opportunity to work closely with and learn from IEQ Advisors and Senior Firm Leadership. Duties and responsibilities include, but are not limited to:
- Partner with specific IEQ Advisors on an ongoing basis to manage growth pipelines, spur proactive activity, and ensure consistent and prompt follow-up on all open new business opportunities.
- Regularly monitor deal activity/liquidity events across the United States to surface potential prospects.
- Identify trending companies and potentially qualified individuals associated with those companies for IEQ advisors to pursue.
- Utilize firm technology to structure and execute broad outreach campaigns to generate connectivity with potential prospects.
- Build analytics to identify future high-value opportunities through research.
- Develop an understanding of IEQs investment philosophy and broader spectrum of service offerings.
- 1-2+ years of relevant work experience preferred.
- Candidate must thrive in and be able to keep up with a dynamic, fast paced environment.
- High-level of integrity and humility.
- Must be able to think critically, effectively, anticipate needs and be a natural problem-solver.
- Excellent written and verbal communication skills.
- Experience owning projects & initiatives while delegating responsibilities as needed.
- Must have high attention to detail in all aspects of the role, work quickly and accurately.
- Must be self-directed and able to work with individuals at all levels, including executive management.
- Background in financial services/wealth management industry preferred
- Experience with Microsoft Office Suite and Salesforce preferred
The salary range for this role, inclusive of base salary and bonus, is $70,000-$105,000, depending on skills and experience.
Top Skills
What We Do
IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results 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 fiduciary 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.
*As of 3/31/22; *RAUM as of 12/31/2021 as reported in IEQ Capital’s Form ADV filed in March 2022 totaled $17.8bn.
The content of this website is for general, informational purposes. Nothing contained on this website should be construed as an offer to sell or the solicitation of any offer to buy any security or other financial instrument or product offered or managed by IEQ or any other issuer or company. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. Information on this website should not be the basis of or be relied upon for making business, investment or other decisions or used as a substitute for consultation with professional advisors, nor should it be construed as advice, endorsement or recommendation. Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
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