Senior Associate, Wealth Management

Ieqcapital; Foster City (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

Ieqcapital is seeking a Senior Associate to join their team in Foster City, CA. This role supports operational functions and involves client interaction within a fast-paced environment, requiring 10-12 hours per day.

Ideal candidates have a Bachelor's degree, 2+ years of experience, and exceptional organizational and communication skills. Compensation ranges from $95,000 to $130,000.

The position offers upward mobility and a collaborative work culture.

Qualifications

• 2+ years of relevant work experience.
• Deep curiosity about the financial markets.
• Ability to work in a fast paced, high-volume environment.

Responsibilities

• Support the Partners with operational functions.
• Interact with clients for service needs.
• Prepare client performance and asset allocation reports.

Skills

Organizational skills

Communication skills

Client relationship management

Critical thinking

Attention to detail

Salesforce

Education

Bachelor's degree

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, 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 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 Foster City-based team as a Senior Associate. This person will be required to work out of our San Francisco office as needed. This role will work closely with the rest of the team to manage important elements of the client relationship. Flexible start time of 6-7:30 am. Expectation is ~10-12 hours per day, resulting in ~50-60 hours per week subject to business needs. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you.

• Support the Partners and their team by providing operational functions such as:
  • Money movement (i.e. wire and journals)
  • Account creation and maintenance
  • Client and prospect meeting preparation
  • Placing trades on behalf of client
• Interact with clients supporting all aspects of their servicing needs
• Researching client inquiries and managing 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 (take on more investment related piece 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 communications skills
• Good 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
• “No task is too small” mentality
• Bachelor’s degree is required

Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.

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