Senior Associate, Wealth Management

Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role

IEQ Capital is looking for a motivated professional to join our team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:

Support the Partners and their team by providing operational functions such as:

Money movement (i.e. wire and journals)

Account creation and maintenance

Client and prospect meeting preparation

Placing trades on behalf of client

Interact with clients supporting all aspects of their servicing needs

Researching client inquiries and managing the follow-up communication

Construct client performance and asset allocation reports

Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients

Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)

Qualifications

2+ years of relevant work experience

Deep curiosity about the financial markets

Exceptional organizational skills and attention to detail

Ability to think critically and anticipate issues

Good verbal and communications skills

Good relationship buildings 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

“No task is too small” mentality

Bachelor’s degree is required

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