Director, Wealth Management (Hybrid) — Client Strategy

Ieqcapital; Foster City (CA); Hybrid; USD 170,000 - 225,000; Full time

Job summary

Ieqcapital in Foster City is seeking a motivated professional to join as a Director. This role focuses on managing client relationships and providing exceptional service in wealth management.

The ideal candidate has 6-9+ years of experience and is skilled in organizational and communication abilities. You will coordinate client interactions, execute trades, and analyze investments, fostering strong connections with clients.

The compensation is based on skills, with a salary range of $170,000 - $225,000 and may require hybrid work in San Francisco and Foster City.

Qualifications

• 6-9+ years of wealth management experience.
• Exceptional organizational skills with attention to detail.
• Strong verbal and written communication skills.

Responsibilities

• Support Partners with investment strategies and client support.
• Construct performance and asset allocation reports.
• Research client inquiries and manage follow‑up communication.

Skills

Wealth management experience

Organizational skills

Communication skills

Critical thinking

Relationship building

Tools

Salesforce

Job description

Ieqcapital in Foster City is seeking a motivated professional to join as a Director. This role focuses on managing client relationships and providing exceptional service in wealth management.

The ideal candidate has 6-9+ years of experience and is skilled in organizational and communication abilities. You will coordinate client interactions, execute trades, and analyze investments, fostering strong connections with clients.

The compensation is based on skills, with a salary range of $170,000 - $225,000 and may require hybrid work in San Francisco and Foster City.