Associate Director, Wealth Management

IEQ Capital • San Francisco, CA

87d • $135,000 - $175,000

About The Position

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. We 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.

Requirements

• 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 building skills both inside and outside of the organization.
• Ability to work in a fast paced, high-volume, high-pressure environment.
• Bachelor’s degree is required.

Nice To Haves

• 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.

Responsibilities

• 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.

Benefits

• The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees