Associate Director, Wealth Management

IEQ Capital • San Francisco, CA

1d • $135,000 - $175,000 • Hybrid

About The Position

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management by integrating Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with clients. As an independent, predominantly employee-owned company, IEQ Capital adheres to the standard of putting clients' interests first, focusing on helping clients meet their investment objectives without the distractions and limitations found in larger organizations. The Associate Director role is designed for motivated professionals with experience managing client relationships in an investment advisory capacity. This role involves supporting CEOs and Partners by providing service and support functions, including portfolio analysis, trade execution, account maintenance, and client/prospect meeting preparation. The Associate Director will also review various non-publicly traded alternative investments, construct performance and asset allocation reports, provide exceptional service and customized financial strategies, and offer investment advice to clients. Key responsibilities include researching client inquiries, managing follow-up communication, and conducting quarterly performance reviews.

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 buildings 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level