Senior Associate, Wealth Management

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

Job summary

A financial services firm based in San Francisco is seeking a motivated Senior Associate to manage client relationships and provide operational support. The ideal candidate has over 2 years of experience, a Bachelor’s degree, and a deep curiosity about financial markets. The role offers a salary of $95,000-$130,000 based on experience and includes opportunities for upward mobility within the firm.

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 by providing operational functions.
• Interact with clients and manage servicing needs.
• Construct performance and asset allocation reports.

Skills

Client interaction

Research

Organizational skills

Critical thinking

Verbal communication

Relationship building

Education

Bachelor’s degree

Tools

Salesforce

Job description

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:

• Responsibilities
• 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
• 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)

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

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, taking 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.

Compensation

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

Equal Employment Opportunity and Privacy

IEQ Capital is an equal employment opportunity employer. We do not discriminate on the basis of any protected group status under any applicable law.