Director, Wealth Management

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

Job summary

A financial advisory firm located in Los Angeles is seeking a Director to manage client relationships and provide comprehensive investment advice. The ideal candidate will have 6-9 years of wealth management experience, exceptional communication skills, and the ability to build strong relationships. Responsibilities include portfolio analysis, client meetings, and customizing financial strategies. The position offers a competitive salary ranging from $170,000 to $225,000, depending on skills and experience.

Qualifications

• 6-9+ years of experience in wealth management.
• Exceptional attention to detail.
• Ability to manage multiple projects.

Responsibilities

• Manage client relationships and provide investment advice.
• Conduct portfolio analysis and execute trades.
• Prepare performance reports and customize financial strategies.

Skills

Wealth management experience

Organizational skills

Written and verbal communication

Critical thinking

Relationship building skills

Education

CFA, CFP, or CAIA designation

Tools

Salesforce

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, 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

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:

• 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 and manage follow-up communication; conduct quarterly performance reviews

Some travel may be required based on business needs.

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.