Associate Director, Wealth Management

IEQ Capital LLC; New York (NY); On-site; USD 135,000 - 175,000; Full time

Job summary

IEQ Capital LLC is seeking an Associate Director to collaborate with the team in managing critical client relationships within an investment advisory framework. The role emphasizes portfolio analysis, reporting, and strategic client communication at the partnership level.

You will engage with CEOs and Partners, prepare customized financial strategies, and oversee servicing needs across the client base, including quarterly performance reviews and complex investments.

Qualifications

• 3–5+ years of wealth management experience.
• Bachelor’s degree is required.
• CFA/CFP/CAIA designation is a plus.
• Experience with Salesforce is a plus.

Responsibilities

• 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 and communicate strategies to clients.
• Construct performance and asset allocation reports 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 servicing needs including research and quarterly reviews.

Skills

Wealth management

Client relationship management

Portfolio analysis

Report preparation

Strong written and verbal comunicação

Attention to detail

Organization in fast-paced environment

Education

Bachelor's degree

CFA designation

CFP designation

CAIA designation

Fidelity Investments familiarity (plus)

Tools

Salesforce

Job description

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

Responsibilities

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.