Client-Focused Wealth Management Associate Director

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

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.