What are the responsibilities and job description for the Associate Director, Wealth Management position at IEQ Capital LLC.?

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Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, 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 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.

The Role

We are looking for a motivated professional to join our San Francisco-based team as an Associate 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 that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to :

Support our senior team 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 CEOs and Partners
Interact with clients, supporting all aspects of their servicing needs :
Researching client inquiries, managing follow up communication and conducting quarterly performance reviews

Qualifications

3-5 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 building skills both inside and outside of the organization

Ability to work in a fast paced, high-volume, high-pressure environment

Experience with Salesforce is a plus

CFA, CFP, CAIA designation is a plus

Experience with Fidelity Investments is a plus

No task is too small” mentality

Bachelor’s degree is required

Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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Salary : $135,000 - $175,000

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Associate Director, Wealth Management

What are the responsibilities and job description for the Associate Director, Wealth Management position at IEQ Capital LLC.?

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