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About the Role
IEQ Capital is seeking a Senior Associate for its Inorganic Growth team. This role supports sales and marketing, relationship development, and business process management within a high-growth environment, focusing on hiring Wealth Advisors. Key activities include pipeline and data management, sourcing research, and participating in sales and diligence calls.
Responsibilities
- Support the inorganic growth opportunity pipeline through daily collaboration with the Director of Inorganic Growth.
- Facilitate the sales process by addressing inquiries, creating/managing materials, and assisting in mutual diligence.
- Assist with setting up and managing home office visits for a smooth diligence experience.
- Document and log information from teams and develop processes for internal evaluation.
- Manage and track campaign data and opportunities within Salesforce.
- Create and maintain candidate Salesforce records, managing status, action items, and open items.
- Facilitate business diligence and collaborate with internal partners across various departments.
- Coordinate third-party recruiter partners, including relationship development, vetting, and process management.
- Develop tools, memoranda, models, reporting, and other documentation to improve business processes.
Requirements
- 2-4+ years of wealth management experience or directly related industry experience.
- Dynamic and flexible orientation with the ability to pivot and refocus regularly.
- Proficiency in data management, reporting, sales and marketing, and relationship development.
- Knowledge and familiarity with Salesforce data entry, report generation, and other data management experience preferred.
- Passion for and interest in differentiated investment options.
- Exceptional organizational skills and attention to detail.
- Microsoft Office suite knowledge and expertise.
- Exceptional presentation, written, and verbal communication skills.
- Ability to think critically, anticipate issues, and prioritize multiple projects.
- Relationship building skills both inside and outside the organization.
- Ability to work in a fast-paced, high-volume, high-pressure environment.
- A "no task is too small" mentality.
Skills
- Salesforce data entry
- Salesforce report generation
- Data management
- Reporting
- Sales
- Marketing
- Relationship development
- Microsoft Office suite
- Presentation skills
- Written communication skills
- Verbal communication skills
- Critical thinking
- Prioritization
- Relationship building
Experience Level
- Senior Associate
Education Level
- Bachelor's degree
Salary/Compensations
- $120,000-$140,000
About the Company
- IEQ Capital is a Registered Investment Advisor transforming traditional wealth management by integrating Intellectual and Emotional Quotient.
- We foster a values-oriented culture that promotes connection and collaboration with clients.
- We are an independent, predominantly employee-owned company committed to putting clients' interests first.
- Our focus is on helping clients meet investment objectives without the distractions of larger organizations.