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Support CEOs and Partners in managing wealth management client relationships through portfolio analysis, trade execution, account maintenance, investment research, performance reporting, asset allocation recommendations, and client communications. Provide investment advice, prepare client meetings, address servicing needs, conduct quarterly performance reviews, and develop customized financial strategies for existing and prospective clients.

Supports wealth management partners through client servicing, money movement, account creation and maintenance, trade execution, meeting preparation, inquiry follow-up, and performance and asset allocation reporting. The role also participates in client meetings, develops customized financial strategies, and provides operational support while gradually taking on more investment-related responsibilities.

Supports wealth management partners with money movement, account creation and maintenance, portfolio performance updates, database management, and ad hoc projects. Communicates with clients about asset transfers and account opening, participates in market education, and ensures compliance with operational policies and confidentiality standards.

Supports wealth management partners by handling money movement, account creation and maintenance, portfolio performance updates, database management, and ad hoc projects. Communicates with clients about asset transfers and account opening, participates in market education, and ensures compliance with operational policies and confidentiality standards. The role offers career progression into senior client-facing or operational positions.

Supports full-cycle recruiting by partnering with hiring managers, sourcing and screening candidates, coordinating interviews, maintaining candidate pipelines and ATS records, and managing candidates through offers. The role also tracks recruiting data, supports process improvements, and assists with recruiting events, internship programs, and university partnerships. Candidates should have 1–3 years of recruiting experience, strong organization and communication skills, ATS proficiency, and experience with proactive sourcing.

The Associate in Wealth Management at IEQ Capital manages client relationships, supports operational functions, ensures compliance, and communicates transaction details, while working closely with Partners to enhance their skill set and career growth.

The Senior Associate in Wealth Management supports partners in operations, manages client relationships, research inquiries, and provides financial strategy, requiring strong organizational and communication skills.

The Senior Associate in Wealth Management will support the team with operational functions, client interactions, performance reporting, and customized financial strategies.

The Associate will manage client relations, provide operational support, handle transactions, and maintain compliance, while gaining market knowledge through training programs.

The Associate will manage client relationships by providing operational support, communicating transactions, and assisting with educational sessions while ensuring compliance standards.