Senior Associate, Wealth Management

IEQ Capital LLC; San Francisco (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

IEQ Capital LLC is seeking a Senior Associate to join our San Francisco team and help manage key client-relationship elements. You will support operations like money movement, account creation, and meeting prep, while preparing client reports and supporting investment discussions.

Ideal candidates have 2+ years of experience, strong organizational and communication skills, and a proactive mindset in a fast-paced environment. Bachelor's degree required; Salesforce experience is a plus.

Qualifications

• 2+ years of relevant work experience
• Curiosity about financial markets
• Strong organizational skills and attention to detail
• Ability to think critically and anticipate issues
• Good verbal and written communication skills
• Strong relationship-building abilities
• Ability to work in a fast-paced, high-volume environment
• Salesforce experience is a plus
• Bachelor’s degree is required

Responsibilities

• Support Partners with operational functions including money movement, account setup, meeting prep, and trade placement
• Interact with clients supporting servicing needs
• Research client inquiries and follow-up communication
• Create client performance and asset allocation reports
• Collaborate to provide exceptional customer service and develop customized financial strategies
• Participate in client meetings to cover operational aspects, with future investment input

Skills

Experience 2+ years

Curiosity about markets

Organizational skills

Critical thinking

Verbal communication

Relationship building

Fast-paced environment

No task is too small mentality

Education

Bachelor’s degree

Tools

Salesforce

Job description

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.

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.

Responsibilities

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.