Associate Director, Wealth Management — Client Strategy

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

Job summary

IEQ Capital is seeking an Associate Director to join our client‑facing wealth management team in New York. You will work closely with CEOs and Partners to manage important client relationships and servicing duties.

Responsibilities include portfolio analysis, trade execution, account maintenance, and preparing meetings. You will review alternative investments, construct reports, and propose portfolio changes while delivering tailored financial strategies.

Qualifications

• 3–5+ years of wealth management experience.
• Exceptional organizational skills and 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).
• 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.
• Bachelor’s degree is required.

Responsibilities

• Support to CEOs and Partners by providing service and support functions.
• Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation.
• Review non-publicly traded alternative investments 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.

Skills

Wealth management

Organizational skills

Communication

Critical thinking

Relationship building

Time management

Education

Bachelor’s degree

CFA designation

CFP designation

CAIA designation

Tools

Salesforce

Fidelity Investments

Job description

IEQ Capital is seeking an Associate Director to join our client‑facing wealth management team in New York. You will work closely with CEOs and Partners to manage important client relationships and servicing duties.

Responsibilities include portfolio analysis, trade execution, account maintenance, and preparing meetings. You will review alternative investments, construct reports, and propose portfolio changes while delivering tailored financial strategies.