Senior Associate, Wealth Management

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

Job summary

IEQ Capital in San Francisco is searching for a Senior Associate to enhance client relationships and provide operational support. This crucial role demands a motivated professional eager to contribute to a high-performing team while driving client satisfaction and financial strategies.

Candidates should hold a Bachelor's degree and possess 2+ years of experience with exceptional organizational and communication skills to thrive in a fast-paced environment.

The compensation for this position ranges from $95,000 to $130,000 based on skills and experience.

Qualifications

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

Responsibilities

• Support the Partners with operational functions.
• Interact with clients to support their servicing needs.
• Research client inquiries and manage follow-up communication.

Skills

Organizational skills

Communication skills

Relationship building

Critical thinking

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

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 San Francisco-based 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.