Director, Wealth Management

IEQ Capital • Atlanta, GA

1d

About The Position

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management by integrating intellectual and emotional intelligence and delivering investment results through a values-oriented culture focused on client connection and collaboration. The company is independent, predominantly employee-owned, and follows the fiduciary standard of putting clients’ interests first.

The Director works closely with the team to manage important aspects of client relationships. The role is intended for a professional with experience managing client relationships in an investment advisory capacity. It supports Managing Directors and Partners with client service, portfolio-related work, investment research, and customized financial strategies.

Requirements

• 6–9+ years of wealth management experience.
• Exceptional organizational skills and attention to detail.
• Exceptional written and verbal communication skills.
• Ability to think critically, anticipate issues, and prioritize multiple projects.
• Familiarity with operational aspects of the business, including new account openings and disbursements.
• Exceptional relationship-building skills both inside and outside the organization.
• Ability to work in a fast-paced, high-volume, high-pressure environment.
• Bachelor’s degree required.
• A “no task is too small” mentality.

Nice To Haves

• Experience with Salesforce.
• CFA, CFP, or CAIA designation.
• Experience with Fidelity Investments.

Responsibilities

• Support Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, and preparation for client and prospect meetings.
• Review non-publicly traded alternative investments, including real estate and credit, and communicate these strategies to clients.
• Prepare performance and asset allocation reports and recommend portfolio changes.
• Provide exceptional service and develop customized financial strategies for existing and prospective clients.
• Provide investment advice to clients in meetings with Managing Directors and Partners, and in some cases meet one-on-one with clients.
• Interact with clients and support all aspects of their servicing needs.
• Research client inquiries, manage follow-up communications, and conduct quarterly performance reviews.

What This Job Offers

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