Associate, Business Development

IEQ Capital; Foster City (CA); On-site; USD 70,000 - 105,000; Full time

Job summary

IEQ Capital is seeking a Business Development Associate to support IEQ Advisors in sourcing new business and managing growth pipelines. You will track liquidity events, qualify prospects, and help keep opportunity data current.

You will learn IEQ's investment philosophy while collaborating with senior leadership, and contribute to outreach campaigns using firm tools to identify high-value opportunities.

Qualifications

• 1-2+ years of relevant work experience preferred.
• Candidate must thrive in and be able to keep up with a dynamic, fast paced environment.
• High-level of integrity and humility.
• Must be able to think critically, effectively, anticipate needs and be a natural problem-solver.
• Excellent written and verbal communication skills.
• Experience owning projects & initiatives while delegating responsibilities as needed.
• Must have high attention to detail in all aspects of the role, work quickly and accurately.
• Must be self-directed and able to work with individuals at all levels, including executive management.
• Background in financial services/wealth management industry preferred
• Experience with Microsoft Office Suite and Salesforce preferred

Responsibilities

• Partner with specific IEQ Advisors on an ongoing basis to manage growth pipelines, spur proactive activity, and ensure consistent and prompt follow-up on all open new business opportunities.
• Regularly monitor deal activity/liquidity events across the United States to surface potential prospects.
• Identify trending companies and potentially qualified individuals associated with those companies for IEQ advisors to pursue.
• Utilize firm technology to structure and execute broad outreach campaigns to generate connectivity with potential prospects.
• Build analytics to identify future high-value opportunities through research.
• Develop an understanding of IEQs investment philosophy and broader spectrum of service offerings.

Skills

Communication skills

Critical thinking

Problem solving

Project ownership

Self-motivation

Attention to detail

Tools

Microsoft Office Suite

Salesforce

Job description

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

IEQ Capital is looking for a motivated professional to join the Business Development Team. The Business Development Associate plays a critical role in supporting IEQ Advisors in sourcing new business, identifying and tracking liquidity events, qualifying potential prospect leads, managing opportunity pipelines, and more. This role is essential in helping our advisors stay organized and proactive in their growth efforts and assists in every phase of the prospecting process. The Business Development Associate will have the opportunity to work closely with and learn from IEQ Advisors and Senior Firm Leadership. Duties and responsibilities include, but are not limited to:

• Partner with specific IEQ Advisors on an ongoing basis to manage growth pipelines, spur proactive activity, and ensure consistent and prompt follow-up on all open new business opportunities.
• Regularly monitor deal activity/liquidity events across the United States to surface potential prospects.
• Identify trending companies and potentially qualified individuals associated with those companies for IEQ advisors to pursue.
• Utilize firm technology to structure and execute broad outreach campaigns to generate connectivity with potential prospects.
• Build analytics to identify future high-value opportunities through research.
• Develop an understanding of IEQs investment philosophy and broader spectrum of service offerings.

Qualifications

• 1-2+ years of relevant work experience preferred.
• Candidate must thrive in and be able to keep up with a dynamic, fast paced environment.
• High-level of integrity and humility.
• Must be able to think critically, effectively, anticipate needs and be a natural problem-solver.
• Excellent written and verbal communication skills.
• Experience owning projects & initiatives while delegating responsibilities as needed.
• Must have high attention to detail in all aspects of the role, work quickly and accurately.
• Must be self-directed and able to work with individuals at all levels, including executive management.
• Background in financial services/wealth management industry preferred
• Experience with Microsoft Office Suite and Salesforce preferred

Compensation

The total compensation range for this role, inclusive of base salary and bonus is, $70,000-$105,000, depending on skills and experience.

Please be advised that IEQ is a mandatory vaccination employer. If you join IEQ’s team, you will need to provide proof of your vaccination status, and, if not vaccinated, obtain an approved-vaccine, unless a medical or religious exemption applies. Please check the box below to acknowledge this policy. *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in IEQ Capital’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.