Wealth Management: Associate Director, Client Strategy

IEQ Capital; Los Angeles (CA); On-site; USD 135,000 - 175,000; Full time

Job summary

IEQ Capital in Los Angeles is seeking an Associate Director to enhance client relationships and manage investment strategies. This role requires 4-7+ years of wealth management experience, with exceptional organizational and communication skills.

The ideal candidate will support Partners and Managing Directors, construct performance reports, and maintain strong client interactions. Compensation ranges from $135,000 to $175,000 based on experience, with opportunities for travel.

Qualifications

• 4-7+ years of wealth management experience.
• Exceptional organizational skills and attention to detail.
• Exceptional written and verbal communication skills.

Responsibilities

• Support Partners and Managing Directors with various services.
• Review non-publicly traded alternative investments for clients.
• Construct reports and recommend portfolio changes.

Skills

Wealth management experience

Organizational skills

Communication skills

Critical thinking

Relationship building

Education

Bachelor’s degree

Tools

Salesforce

Fidelity Investments

Job description

IEQ Capital in Los Angeles is seeking an Associate Director to enhance client relationships and manage investment strategies. This role requires 4-7+ years of wealth management experience, with exceptional organizational and communication skills.

The ideal candidate will support Partners and Managing Directors, construct performance reports, and maintain strong client interactions. Compensation ranges from $135,000 to $175,000 based on experience, with opportunities for travel.