Business Development Associate: Wealth Growth & Partnerships

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

Job summary

IEQ Capital is seeking a motivated Business Development Associate to support IEQ Advisors in sourcing new business, tracking liquidity events, and managing opportunity pipelines. This role involves proactive outreach, collaboration with senior leadership, and ownership of project initiatives to drive growth across the United States.

You will work closely with IEQ Advisors, learn IEQ's investment philosophy, and contribute to a fast-paced, values-driven culture focused on client interests.

Qualifications

• 1-2+ years of relevant work experience preferred.
• Must thrive in a dynamic, fast-paced environment.
• High integrity and humility required.
• Ability to think critically, anticipate needs, and solve problems.
• Excellent written and verbal communication skills.
• Experience owning projects and initiatives while delegating as needed.
• Attention to detail in all aspects of the role, work quickly and accurately.
• Self-directed and able to work with individuals at all levels, including executives.

Responsibilities

• Partner with IEQ Advisors to manage growth pipelines and ensure prompt follow-up on opportunities.
• Regularly monitor deal activity and liquidity events across the United States to surface prospects.
• Identify companies and individuals correlated with potential opportunities for IEQ advisors.
• Use firm technology to structure and execute outreach campaigns to generate connectivity with prospects.
• Build analytics to identify high-value opportunities through research.
• Develop understanding of IEQ's investment philosophy and service offerings.

Skills

Written communication

Verbal communication

Project ownership

Attention to detail

Self-direction

Critical thinking

Microsoft Office

Salesforce

Financial services experience

Tools

Salesforce

Microsoft Office Suite

Job description

IEQ Capital is seeking a motivated Business Development Associate to support IEQ Advisors in sourcing new business, tracking liquidity events, and managing opportunity pipelines. This role involves proactive outreach, collaboration with senior leadership, and ownership of project initiatives to drive growth across the United States.

You will work closely with IEQ Advisors, learn IEQ's investment philosophy, and contribute to a fast-paced, values-driven culture focused on client interests.