Client Relationship Director (Private Wealth)

IQ-EQ • Boston, MA

3h • $95,000 - $110,000 • Onsite

About The Position

IQEQ Trust Company U.S. (“IQEQ”) is a specialized, non-depository trust company that provides flexible and cost-efficient directed trustee services to high-net-worth individuals and their trusted advisors from around the world. We have offices in Bedford, New Hampshire and Rapid City, South Dakota -- two of the most favorable jurisdictions in the country for trust administration.
IQEQ is strategically positioned at an important crossroad of the investment, accounting, and legal services industries. For our clients’ generational wealth transfer plans, we strive to be a best-in-class trust services provider, focusing on specialized services that offer its clients access to both South Dakota’s and New Hampshire’s advantageous trust and tax laws.
To support our growth, IQEQ is aiming to add smart, hard-working team members to our company in the position of Senior Client Relationship Director. This is an excellent opportunity to join a growing and entrepreneurial company that operates within a unique and dynamic space of the financial services industry.
Please note: this role is required to be onsite at our Bedford, New Hampshire office
In this role, you’ll be the trusted point of contact for clients and advisors, overseeing every aspect of trust administration from investments to compliance. You’ll also drive growth by leading new account onboarding, engaging in industry events, and continuously refining processes through training and innovation.

Requirements

• Bachelor's degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus).
• Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm.
• Exceptional understanding of fiduciary responsibilities and estate planning principles.
• Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company.
• Client relationship management experience, preferably in a fiduciary capacity.
• Excellent problem-solving skills and a desire to learn and collaborate with internal and external stakeholders.
• Ability to work onsite at our Bedford, NH office

Nice To Haves

• CPA, CFP, or CTFA is a plus
• Management experience with direct reports or junior team members is a plus.

Responsibilities

• You'll serve as the primary contact for clients and their advisors, ensuring exceptional service and communication.
• You'll manage all aspects of trust administration, from coordinating advisor directions to overseeing tax and compliance filings.
• You'll drive business development by attending industry events and leading the onboarding of new trust accounts.
• You'll enhance processes by engaging in training programs to strengthen and refine directed trust practices.

Benefits

• IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.
• Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
• The salary for this position will be dependent on experience and location ($95,000 - $110,000).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees