Director of Wealth Management & Client Strategy

IEQ Capital; San Francisco (CA); On-site; USD 202,500 - 247,500; Full time

Job summary

A financial advisory firm in San Francisco is seeking a Director to manage client relationships and provide exceptional service. The role requires 5-7 years of wealth management experience and exceptional communication skills. Responsibilities include constructing performance reports and providing investment advice. The salary is up to $225,000 depending on skills and experience, along with a strong emphasis on client-centric strategies.

Qualifications

• 5-7+ years of wealth management experience.
• Exceptional organizational and communication skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Manage important aspects of client relationships.
• Provide investment advice to clients.
• Construct performance and asset allocation reports.

Skills

Wealth management experience

Organizational skills

Verbal communication

Written communication

Critical thinking

Relationship building

Education

Bachelor's degree

Tools

Salesforce

Fidelity Investments

Job description

A financial advisory firm in San Francisco is seeking a Director to manage client relationships and provide exceptional service. The role requires 5-7 years of wealth management experience and exceptional communication skills. Responsibilities include constructing performance reports and providing investment advice. The salary is up to $225,000 depending on skills and experience, along with a strong emphasis on client-centric strategies.