Job Opportunities API

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 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 to 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 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 buildings 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.     #LI-JK1 #LI-Hybrid