Director, Wealth Management

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

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

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

Compensation

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