Senior Associate, Wealth Management

IEQ Capital•San Francisco, CA

22h•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, we prioritize our clients' interests. We focus on helping clients meet their investment objectives without the distractions and limitations found in larger organizations. This role is based in San Francisco with required work at the Foster City office. The Senior Associate will manage key aspects of client relationships and support the Partners and their team with operational functions.

Requirements

2+ years of relevant work experience
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Good verbal and communications skills
Good 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
"No task is too small" mentality

Nice To Haves

Experience with Salesforce is a plus

Responsibilities

Support the Partners and their team by providing operational functions such as: Money movement (i.e. wire and journals), Account creation and maintenance, Client and prospect meeting preparation, Placing trades on behalf of client.
Interact with clients supporting all aspects of their servicing needs.
Researching client inquiries and managing the follow-up communication.
Construct client performance and asset allocation reports.
Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients.
Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time).