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About the Role
IEQ Capital is seeking a motivated professional to join our team as an Associate Director. This role involves managing key aspects of client relationships within an investment advisory capacity, supporting CEOs and Partners, and providing exceptional service.
Responsibilities
- Support CEOs 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 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, including researching inquiries, managing follow-up communication, and conducting quarterly performance reviews.
Requirements
- 3-5+ 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 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.
- A 'No task is too small' mentality.
Skills
- Salesforce
- Fidelity Investments
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 3-5+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $135,000-$175,000
Benefits
- Employee-owned company
About the Company
- 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.