Senior Wealth Management Associate - Client Ops & Strategy

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

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.