Senior Associate, Wealth Management

Ieqcapital; New York (NY); On-site; USD 95,000 - 130,000; Full time

Job summary

IEQ Capital seeks a Senior Associate to help manage client relationships and operational duties, partnering with our advisory team to ensure seamless service delivery for high-value clients.

You will support money movements, account setup, client meeting prep, and trade placement while building reports and client strategies. This role offers growth into more investment responsibilities over time and requires collaboration in a fast-paced environment.

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.

Responsibilities

• 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 client.
• 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 (take on more investment related piece over time)

Skills

2+ years of relevant work experience

Financial markets curiosity

Organizational skills

Critical thinking

Verbal communication

Relationship building

High-pressure environment

Salesforce experience

No task is too small

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

IEQ Capital is looking for a motivated professional to join our team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. 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. Duties and responsibilities include, but are not limited to:

• 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.