Director, Wealth Management

IEQ Capital • Atlanta, GA

22h • Hybrid

About The Position

IEQ Capital is an independent, predominantly employee-owned Registered Investment Advisor seeking to transform traditional wealth management. The company integrates investment expertise and emotional intelligence, emphasizing a values-oriented culture, collaboration, and a fiduciary commitment to putting clients’ interests first.

The Director works closely with the team to manage important aspects of client relationships. The role is suited to a professional with experience managing client relationships in an investment advisory capacity. The Director supports Managing Directors and Partners with client service, investment analysis, portfolio recommendations, and financial strategies for existing and prospective clients.

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, such as new account openings and disbursements.
• Exceptional relationship-building skills 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.
• Construct performance and asset allocation reports and recommend portfolio changes.
• Provide exceptional client 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 with clients one-on-one.
• Support all aspects of client servicing, including researching inquiries, managing follow-up communication, and conducting quarterly performance reviews.

What This Job Offers

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