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 RoleWe are looking for a motivated professional to join our San Francisco-based team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
- Support to CEOs and Partners by providing service and support functions such as:
- Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
- Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
- Construct performance and asset allocation reports along with the recommended portfolio changes
- Provide exceptional service and devise customized financial strategies for existing/prospective clients
- Provide investment advice to clients in meetings with CEOs and Partners
- Interact with clients, supporting all aspects of their servicing needs:
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
- 3-5+ years of wealth management experience
- Exceptional organizational skills, attention to detail
- Exceptional written and verbal communications skills
- Ability to think critically, anticipate issues and prioritize multiple projects
- Familiarity with operational aspects of business (new account openings, disbursements, etc.)
- Exceptional relationship buildings skills both inside and outside of the organization
- Ability to work in a fast paced, high-volume, high-pressure environment
- Experience with Salesforce is a plus
- CFA, CFP, CAIA designation is a plus
- Experience with Fidelity Investments is a plus
- “No task is too small” mentality
- Bachelor’s degree is required
The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, 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.
