Wealth Management: Associate Director, Client Strategy

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

Job summary

IEQ Capital is looking for a motivated professional to join their team as an Associate Director in San Francisco. This role is focused on managing client relationships and providing customized financial strategies in a wealth management setting.

The ideal candidate will have 4-7+ years of wealth management experience, strong organizational skills, and the ability to work in a fast-paced environment. Compensation ranges from $135,000 to $175,000 depending on skills and experience.

Qualifications

• 4-7+ years of wealth management experience.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to think critically and prioritize tasks.
• Experience with investment strategies.
• Bachelor’s degree is required.

Responsibilities

• Support the Partners and Managing Directors.
• Review non-publicly traded alternative investments.
• Construct performance and asset allocation reports.
• Provide exceptional service and financial strategies.
• Interact with clients and manage their servicing needs.
• Conduct quarterly performance reviews.

Skills

Wealth management experience

Organizational skills

Written communication skills

Relationship building skills

Critical thinking

Salesforce familiarity

Education

Bachelor’s degree

Tools

Salesforce

Fidelity Investments

Job description

IEQ Capital is looking for a motivated professional to join their team as an Associate Director in San Francisco. This role is focused on managing client relationships and providing customized financial strategies in a wealth management setting.

The ideal candidate will have 4-7+ years of wealth management experience, strong organizational skills, and the ability to work in a fast-paced environment. Compensation ranges from $135,000 to $175,000 depending on skills and experience.