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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.

Lead client relationship management and support Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, and customized financial strategies. Review alternative investments, prepare performance and allocation reports, provide investment advice in client meetings, handle client servicing and inquiries, and conduct quarterly performance reviews.

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.

Provide operational and client-facing support for Partners: money movement, account setup and maintenance, portfolio performance updates, database and project management, and client communications. Participate in training with senior team members and contribute to relationship-building and firm growth.

The Associate Director will manage client relationships, provide investment advice, support senior staff, and create customized financial strategies.