Wealth Management Director: Client Strategy & Relationships

Ieqcapital; Los Angeles (CA); On-site; USD 170,000 - 225,000; Full time

Job summary

Ieqcapital is seeking a Director to enhance client relationships and manage various aspects of financial advisory services. This role requires 6-9+ years of experience in wealth management, exceptional communication skills, and a bachelor's degree.

The ideal candidate will support portfolio analysis and strategic advice while ensuring outstanding client service. This competitive position offers a salary range of $170,000 - $225,000 based on skills and experience.

Qualifications

• 6-9+ years of wealth management experience.
• Exceptional organizational skills, attention to detail.
• Exceptional written and verbal communication skills.
• Ability to think critically and prioritize multiple projects.
• Familiarity with operational aspects of business.
• Exceptional relationship building skills.

Responsibilities

• Support to Managing Directors and Partners by providing service and support.
• Portfolio analysis, trade execution, account maintenance.
• Review alternative investments and communicate strategies to clients.
• Construct performance and asset allocation reports.
• Provide exceptional service and devise customized financial strategies.
• Interact with clients and manage follow up communication.

Skills

Wealth management experience

Organizational skills

Communication skills

Critical thinking

Relationship building

Education

Bachelor's degree

Tools

Salesforce

Fidelity Investments

Job description

Ieqcapital is seeking a Director to enhance client relationships and manage various aspects of financial advisory services. This role requires 6-9+ years of experience in wealth management, exceptional communication skills, and a bachelor's degree.

The ideal candidate will support portfolio analysis and strategic advice while ensuring outstanding client service. This competitive position offers a salary range of $170,000 - $225,000 based on skills and experience.