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 our Foster City-based team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
- Support the Partners and their team by providing operational functions such as:
- Money movement (i.e. wire and journals)
- Account creation and maintenance
- Client and prospect meeting preparation
- Placing trades on behalf of client
- Interact with clients supporting all aspects of their servicing needs
- Researching client inquiries and managing the follow-up communication
- Construct client performance and asset allocation reports
- Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
- Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)
- 2+ years of relevant work experience
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Good verbal and communications skills
- Good 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
- “No task is too small” mentality
- Bachelor’s degree is required
You should expect to hold the Senior Associate position for 18-24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and “out-of-the-box” thinking, as well as a “roll-up-your sleeves” work mentality.
CompensationThe total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, 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.
