Senior Associate, Wealth Management

IEQ Capital; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A wealth management firm in Dallas is seeking a Senior Associate to enhance client relationships and manage operational functions. This role requires 2+ years of relevant experience and strong communication skills. Responsibilities include client servicing, preparing for meetings, and constructing performance reports while fostering a collaborative environment. A Bachelor's degree is required. Candidates should expect to develop into more senior roles over time based on performance. Competitive environment with a focus on leadership and initiative.

Qualifications

• 2+ years of relevant work experience.
• Experience in fast-paced, high-pressure environment.
• Attention to detail and ability to anticipate issues.

Responsibilities

• Manage client relationship and operational functions.
• Prepare for client meetings and oversee follow-up.
• Construct performance and asset allocation reports.

Skills

Communication skills

Organizational skills

Curiosity about financial markets

Critical thinking

Relationship-building

Education

Bachelor's degree

Tools

Salesforce

Job description

Overview

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. We strive to integrate the Intellectual and Emotional Quotient, foster connection and collaboration with our clients, and operate as an independent, predominantly employee‑owned company that puts our clients’ interests first.

Role

Senior Associate – Work closely with the team to manage key elements of the client relationship and advance into a more senior role over time.

• Support the Partners and their team by providing operational functions such as:
  • Money movement (wire and journals)
  • Account creation and maintenance
  • Client and prospect meeting preparation
  • Placing trades on behalf of clients
• Interact with clients, supporting all aspects of their servicing needs
• Research client inquiries and manage the follow‑up communication
• Construct client performance and asset allocation reports
• Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
• Participate in client meetings to speak to the operational aspects of the business, taking on more investment‑related responsibilities over time

Qualifications

• 2+ years of relevant work experience
• Deep curiosity about the financial markets
• Exceptional organizational skills and attention to detail
• Ability to think critically and anticipate issues
• Good verbal and communication skills
• Relationship‑building skills both inside and outside the organization
• Ability to work in a fast‑paced, high‑volume, high‑pressure environment
• Experience with Salesforce is a plus
• “No task is too small” mentality
• Bachelor’s degree is required

You should expect to hold the Senior Associate position for 18–24 months. During that time, you will be evaluated on the impact of your contributions, and you may take on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and out‑of‑the‑box thinking, as well as a roll‑up‑your‑sleeves work mentality.

EEO Statement

As set forth in IEQ Capital’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.