Director, Wealth Management
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, generating exceptional investment results 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 fiduciary 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 team as a 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 who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to: Support to Managing Directors 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 Managing Directors and Partners (in some cases one-on-one with the client) Interact with clients, supporting all aspects of their servicing needs; Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Requirements
- 6-9+ 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
- “No task is too small” mentality
- 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
Responsibilities
- 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 Managing Directors and Partners (in some cases one-on-one with the client)
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
101-250 employees
