Wealth Management Associate Director — Client Strategy

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

Job summary

IEQ Capital is seeking a motivated professional for the Associate Director position in San Francisco, California. You will manage key client relationships, providing exceptional service and customized financial strategies to help clients meet their investment objectives.

Ideal candidates will have 3-5+ years in wealth management and a bachelor’s degree, with familiarity in Salesforce and a critical thinking mindset. The role offers a competitive compensation range of $135,000-$175,000 depending on experience and skills.

Qualifications

• 3-5+ years of wealth management experience.
• Exceptional organizational skills and attention to detail.
• Ability to think critically and prioritize multiple projects.

Responsibilities

• Support clients by providing portfolio analysis and trade execution.
• Review non-publicly traded investments and communicate strategies.
• Construct performance and asset allocation reports.

Skills

Wealth management experience

Organizational skills

Written and verbal communication skills

Critical thinking

Relationship-building skills

Education

Bachelor’s degree

Tools

Salesforce

Fidelity Investments

Job description

IEQ Capital is seeking a motivated professional for the Associate Director position in San Francisco, California. You will manage key client relationships, providing exceptional service and customized financial strategies to help clients meet their investment objectives.

Ideal candidates will have 3-5+ years in wealth management and a bachelor’s degree, with familiarity in Salesforce and a critical thinking mindset. The role offers a competitive compensation range of $135,000-$175,000 depending on experience and skills.