Senior Wealth Associate — Client Strategy & Operations

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

Job summary

IEQ Capital LLC in New York seeks a Senior Associate to support client relationships and operational functions. The successful candidate will manage money movement, account setup, meeting prep, and client communications while contributing to investment-related discussions over time.

The role requires 2+ years of experience, a bachelor’s degree, and strong organizational and communication skills. The team emphasizes service quality and collaborative problem solving 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.

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.
• Researching client inquiries and managing 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

Financial markets

Organizational skills

Attention to detail

Critical thinking

Verbal communication

Relationship building

Time management

Education

Bachelor’s degree

Tools

Salesforce

Job description

IEQ Capital LLC in New York seeks a Senior Associate to support client relationships and operational functions. The successful candidate will manage money movement, account setup, meeting prep, and client communications while contributing to investment-related discussions over time.

The role requires 2+ years of experience, a bachelor’s degree, and strong organizational and communication skills. The team emphasizes service quality and collaborative problem solving in a fast-paced environment.