Wealth Mgmt Team Lead | Strategy, Training & Growth (Hybrid)

IEQ Capital; Los Angeles (CA); Hybrid; USD 135,000 - 175,000; Full time

Job summary

IEQ Capital is seeking a Team Lead to centralize managerial responsibilities within a client service team, partnering with the Team Manager to manage the coverage team. The role focuses on strategic planning, communication management, and day-to-day operations to support client servicing and relationship management within wealth management.

You will mentor associates and senior associates, oversee workflow, allocate projects, and drive process improvements while maintaining a high-performing,

Qualifications

• 3-5 years of wealth management experience.
• Excellent organizational and detail orientation.
• Strong written and verbal communication skills.
• Ability to think critically and prioritize multiple projects.
• Familiarity with operational aspects of business (new account openings, disbursements, etc.).
• Experience with Salesforce is a plus.
• Bachelor's degree is required.

Responsibilities

• Manage day-to-day team operations and ensure tasks are prioritized.
• Support resource planning and workflow management.
• Identify opportunities for process improvement and efficiency.
• Collaborate with internal teams to launch firmwide initiatives.
• Assign projects to balance workloads and hit deadlines.
• Oversee training and development of junior staff.

Skills

Wealth management experience

Organizational skills

Written and verbal communications

Critical thinking

Operations familiarity

Relationship building

Fast-paced environment

Salesforce experience

No task is too small

Education

Bachelor's degree

Tools

Salesforce

Job description

IEQ Capital is seeking a Team Lead to centralize managerial responsibilities within a client service team, partnering with the Team Manager to manage the coverage team. The role focuses on strategic planning, communication management, and day-to-day operations to support client servicing and relationship management within wealth management.

You will mentor associates and senior associates, oversee workflow, allocate projects, and drive process improvements while maintaining a high-performing,