Director, Wealth Management

IEQ Capital; Foster City (CA); On-site; USD 170,000 - 225,000; Full time

Job summary

A financial advisory firm is seeking a Director to manage client relationships and provide tailored investment strategies. The ideal candidate will have 6-9+ years of wealth management experience and possess strong organizational and communication skills. Responsibilities include portfolio analysis, client interaction, and constructing performance reports. The role also requires flexibility to work onsite in San Francisco and Foster City. Compensation ranges from $170,000 to $225,000, depending on skills and experience.

Qualifications

• 6-9+ years of wealth management experience required.
• Exceptional organizational skills and attention to detail are essential.
• Strong written and verbal communication skills.
• Ability to think critically and prioritize multiple projects.

Responsibilities

• Manage important aspects of client relationships.
• Provide support functions including portfolio analysis and client meeting preparation.
• Review alternative investments and communicate strategies to clients.
• Construct performance and asset allocation reports.

Skills

Wealth management experience

Organizational skills

Written and verbal communication skills

Critical thinking

Relationship building skills

Salesforce familiarity

Job description

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, 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.

Role

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 Partners and Managing Directors 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 Partners and Managing Directors (in some cases one‑on‑one with the client);
• Interact with clients, supporting all aspects of their servicing needs;
• Research client inquiries, manage follow‑up communication and conduct quarterly performance reviews;
• Some travel may be required based on business needs;
• Flexibility to work onsite at our San Francisco and Foster City locations is required.

Qualifications

• 6‑9+ years of wealth management experience
• Exceptional organizational skills, attention to detail
• Exceptional written and verbal communication skills
• Ability to think critically, anticipate issues and prioritize multiple projects
• Familiarity with operational aspects of business (new account openings, disbursements, etc.)
• Exceptional relationship building 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

Compensation

The salary range for this role, inclusive of base salary and bonus, is $170,000 – $225,000, depending on skills and experience.

Vaccination Policy

IEQ is a mandatory vaccination employer. If you join the IEQ team, you will need to provide proof of your vaccination status, and if not vaccinated, obtain an approved vaccine unless a medical or religious exemption applies. Please acknowledge this policy by confirming your acknowledgment.