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About the Role
IEQ Capital is seeking a motivated professional to join our team as a Director. This role involves managing key aspects of client relationships, providing service and support to Managing Directors and Partners, and devising customized financial strategies.
Responsibilities
- Support Managing Directors and Partners by providing service and support functions.
- Conduct portfolio analysis, trade execution, and account maintenance.
- Prepare for client/prospect meetings.
- 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 Managing Directors and Partners, and in some cases one-on-one with the client.
- Interact with clients, supporting all aspects of their servicing needs.
- Research client inquiries, manage follow-up communication, and conduct quarterly performance reviews.
Requirements
- 6-9+ 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.
- "No task is too small" mentality.
Skills
- Salesforce
- Fidelity Investments
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 6-9+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $170,000 - $225,000
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, 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.