Director of Wealth Management — Client-Centric Leader

IEQ Capital LLC; San Francisco (CA); On-site; USD 170,000 - 225,000; Full time

Job summary

IEQ Capital LLC seeks a Director to manage key client relationships within our investment advisory practice. You will support senior leaders with portfolio analysis, reporting, and strategy development, while delivering exceptional client service and customized financial plans.

Ideal candidates bring 6–9+ years in wealth management, strong communication, and a proactive, detail-oriented mindset. CFA/CFP/CAIA and Salesforce experience are a plus. Bachelor's degree required.

Qualifications

• 6–9+ years of wealth management experience.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication abilities.
• Ability to manage multiple projects in a fast-paced environment.
• Experience with client relationships in an investment advisory setting.
• Bachelor’s degree required.

Responsibilities

• Support MDs and Partners with service and support functions.
• Conduct portfolio analysis, trade execution, and account maintenance.
• Prepare client/prospect meeting materials and communications.
• Review non-public investments and discuss strategies with clients.
• Construct performance and asset allocation reports and propose changes.
• Provide investment advice in meetings with senior leaders.
• Engage with clients to support servicing needs and inquiries.
• Conduct quarterly performance reviews and follow-up communications.

Skills

Wealth management

Organizational skills

Communication skills

Critical thinking

Operational awareness

Relationship building

Salesforce

CFA

CFP/CAIA

Fidelity (client services)

No task is too small

Education

Bachelor's degree

Tools

Salesforce

Job description

IEQ Capital LLC seeks a Director to manage key client relationships within our investment advisory practice. You will support senior leaders with portfolio analysis, reporting, and strategy development, while delivering exceptional client service and customized financial plans.

Ideal candidates bring 6–9+ years in wealth management, strong communication, and a proactive, detail-oriented mindset. CFA/CFP/CAIA and Salesforce experience are a plus. Bachelor's degree required.