Director, Wealth Management

IEQ Capital; Atlanta (GA); On-site; USD 150,000 - 230,000; Full time

Job summary

IEQ Capital LLC in Atlanta seeks a Director to partner with Managing Directors and Partners to manage key client relationships. The role focuses on delivering tailored wealth management services and strategic advice in a fiduciary environment.

You will perform portfolio analysis, prepare reports, review alternative investments, and present investment strategies to clients. Strong writing and communication, organizational skills, and the ability to handle high volumes are essential.

Qualifications

• 6-9+ years of wealth management experience.
• Exceptional organizational skills, 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, etc.).
• Exceptional relationship buildings 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.
• Bachelor's degree is required.

Responsibilities

• Support to Managing Directors 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 (real estate, credit etc.) 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 Managing Directors and Partners (in some cases one-on-one with the client)
• 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 skills

Critical thinking

Relationship building

Fast-paced environment

Education

Bachelor's degree

CFA

CFP

CAIA

Tools

Salesforce

Job description

Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role

Responsibilities

We are looking for a motivated professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:

• Support to Managing Directors 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 (real estate, credit etc.) 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 Managing Directors and Partners (in some cases one-on-one with the client)
• Interact with clients, supporting all aspects of their servicing needs;
• Researching client inquiries, managing follow up communication and conducting quarterly performance reviews

Qualifications

• 6-9+ years of wealth management experience
• Exceptional organizational skills, 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, etc.)
• Exceptional relationship buildings 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
• \"No task is too small\" mentality
• Bachelor's degree is required