IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating 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.
The RoleIEQ Capital is seeking a highly driven Business Analyst to join our Platform Team. This role operates at the intersection of business, product, operations, and engineering.
The Business Analyst acts as a product owner and execution lead for platform initiatives, translating business needs into well-defined work, managing backlogs, driving sprint execution, and ensuring adoption across Salesforce, data integrations, and internal tools.
We are looking for someone who combines strong project management discipline with systems thinking, product ownership, and the ability to push work forward across teams.
What You’ll Do:
Own Platform Initiatives End-to-End
- Evaluate new ideas and requests from business stakeholders
- Clarify problems before jumping to solutions
- Define requirements with clear and measurable business outcomes
- Translate needs into executable user stories with acceptance criteria
- Manage initiatives from discovery through release and adoption
- Drive post-launch feedback and iteration
Manage Enhancement Backlogs as Products
- Maintain a clean, prioritized backlog
- Balance quick wins with long-term structural improvements
- Run backlog grooming with developers
- Ensure user stories are properly scoped before entering sprint and updated regularly
- Track delivery progress and unblock issues quickly
Partner with Developers & Admins
- Translate business requirements into technical-ready work
- Align on scope before sprint commitments
- Hold developers accountable to sprint hygiene
- Manage trade-offs between speed and sustainability
- Think structurally and understand system constraints.
Drive Cross-Functional Coordination
- Align and coordinate stakeholders across all departments
- Manage competing priorities transparently
- Run project working sessions
- Identify downstream impacts across systems
- Ensure handoffs between teams are documented and repeatable
Adoption, Training & Continuous Improvement
- Create documentation and process maps
- Run training sessions when new functionality launches
- Gather structured user feedback
- Identify workflow breakdowns or adoption gaps
- Propose iterative improvements
Required
- 4+ years in Revenue Operations, Business Analysis, Product Operations, Product Management, or Project Management
- Experience working with CRM systems (Salesforce strongly preferred)
- Strong ability to write structured requirements and user stories
- Proven track record of driving initiatives across multiple stakeholders
- Strong executive communication skills
Preferred
- Experience working in financial services or wealth management
- Familiarity with APIs, integrations, and data flows
- Experience acting as a product owner
- Exposure to workflow automation tools or low-code platforms
- Experience operating in sprint-based development environments
Traits We Value
- Structured thinker who brings clarity to ambiguity
- Naturally proactive
- Comfortable pushing for accountability
- Systems-oriented (thinks upstream and downstream)
- Comfortable with executive stakeholders
- Low ego, high ownership
- Strong written communicator
- Bias toward simplification
- Leads with curiosity
- Always learning
- No task is too small mindset
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.
