Wealth Management Director: Client Strategy & Service

IEQ Capital; Foster City (CA); Hybrid; USD 170,000 - 225,000; Full time

Job summary

A financial advisory firm is seeking a Director to manage client relationships and provide tailored investment strategies. The ideal candidate will have 6-9+ years of wealth management experience and possess strong organizational and communication skills. Responsibilities include portfolio analysis, client interaction, and constructing performance reports. The role also requires flexibility to work onsite in San Francisco and Foster City. Compensation ranges from $170,000 to $225,000, depending on skills and experience.

Qualifications

• 6-9+ years of wealth management experience required.
• Exceptional organizational skills and attention to detail are essential.
• Strong written and verbal communication skills.
• Ability to think critically and prioritize multiple projects.

Responsibilities

• Manage important aspects of client relationships.
• Provide support functions including portfolio analysis and client meeting preparation.
• Review alternative investments and communicate strategies to clients.
• Construct performance and asset allocation reports.

Skills

Wealth management experience

Organizational skills

Written and verbal communication skills

Critical thinking

Relationship building skills

Salesforce familiarity

Job description

A financial advisory firm is seeking a Director to manage client relationships and provide tailored investment strategies. The ideal candidate will have 6-9+ years of wealth management experience and possess strong organizational and communication skills. Responsibilities include portfolio analysis, client interaction, and constructing performance reports. The role also requires flexibility to work onsite in San Francisco and Foster City. Compensation ranges from $170,000 to $225,000, depending on skills and experience.