Wealth Management Team Lead: Client Services & Strategy

IEQ Capital; Santa Monica (CA); Hybrid; USD 135,000 - 175,000; Full time

Job summary

IEQ Capital is seeking a Team Lead to centralize client service management within a high-touch wealth management team in Santa Monica. The role supports the Team Manager, mentors Associates and Senior Associates, and coordinates day-to-day operations to optimize service delivery and client relations.

You'll shape planning, manage workloads, and drive firmwide initiatives while maintaining a client-centric culture.

Qualifications

• 3-5 years of wealth management experience.
• Exceptional organizational skills, attention to detail.
• Exceptional written and verbal communications skills.
• Ability to think critically, anticipate issues and prioritize multiple projects.
• Familiarity with operational aspects of business (new account openings, disbursements, etc.)
• Exceptional relationship building skills both inside and outside of the organization.
• Ability to work in a fast paced, high-volume, high-pressure environment.
• Experience with Salesforce is a plus.
• Experience with Fidelity Investments is a plus.
• "No task is too small" mandatory.
• Bachelor's degree is required.

Responsibilities

• Manage day-to-day team operations and prioritize tasks.
• Assist with resource planning, workflow management, and prioritization of teamwide initiatives.
• Identify opportunities for process improvement and operational efficiency.
• Work with internal teams to promote and launch firmwide initiatives.
• Assign projects or responsibilities as needed to meet deadlines, balance workloads.
• Interact with Associates and Senior Associates to support client servicing needs.
• Management and training of junior team members to promote growth.
• Management of associates and senior associates on HR side: approving time off, reviews, hiring.

Skills

Wealth management

Organizational skills

Written communication

Verbal communication

Critical thinking

Education

Bachelor's degree

Tools

Salesforce

Fidelity Investments

Job description

IEQ Capital is seeking a Team Lead to centralize client service management within a high-touch wealth management team in Santa Monica. The role supports the Team Manager, mentors Associates and Senior Associates, and coordinates day-to-day operations to optimize service delivery and client relations.

You'll shape planning, manage workloads, and drive firmwide initiatives while maintaining a client-centric culture.