Associate Director, Wealth Management

Ieqcapital; San Francisco (CA); On-site; USD 135,000 - 175,000; Full time

Job summary

IEQ Capital is seeking a motivated professional for the Associate Director position in San Francisco, California. You will manage key client relationships, providing exceptional service and customized financial strategies to help clients meet their investment objectives.

Ideal candidates will have 3-5+ years in wealth management and a bachelor’s degree, with familiarity in Salesforce and a critical thinking mindset. The role offers a competitive compensation range of $135,000-$175,000 depending on experience and skills.

Qualifications

• 3-5+ years of wealth management experience.
• Exceptional organizational skills and attention to detail.
• Ability to think critically and prioritize multiple projects.

Responsibilities

• Support clients by providing portfolio analysis and trade execution.
• Review non-publicly traded investments and communicate strategies.
• Construct performance and asset allocation reports.

Skills

Wealth management experience

Organizational skills

Written and verbal communication skills

Critical thinking

Relationship-building skills

Education

Bachelor’s degree

Tools

Salesforce

Fidelity Investments

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

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 CEOs and Partners by providing service 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 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 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
• 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.