Associate Director, Wealth Management

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

Job summary

IEQ Capital is looking for a motivated professional to join their team as an Associate Director in San Francisco. This role is focused on managing client relationships and providing customized financial strategies in a wealth management setting.

The ideal candidate will have 4-7+ years of wealth management experience, strong organizational skills, and the ability to work in a fast-paced environment. Compensation ranges from $135,000 to $175,000 depending on skills and experience.

Qualifications

• 4-7+ years of wealth management experience.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to think critically and prioritize tasks.
• Experience with investment strategies.
• Bachelor’s degree is required.

Responsibilities

• Support the Partners and Managing Directors.
• Review non-publicly traded alternative investments.
• Construct performance and asset allocation reports.
• Provide exceptional service and financial strategies.
• Interact with clients and manage their servicing needs.
• Conduct quarterly performance reviews.

Skills

Wealth management experience

Organizational skills

Written communication skills

Relationship building skills

Critical thinking

Salesforce familiarity

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 to Partners and Managing Directors 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 Managing Directors and Partners
• Interact with clients, supporting all aspects of their servicing needs:
  • Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
• Some travel may be required based on business needs
• Flexibility to work onsite at our San Francisco and Foster City locations is required

Qualifications

• 4-7+ 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.