IEQ Capital is a Registered Investment Advisor managing $36.8 billion in RAUM, dedicated to transforming traditional wealth management by integrating intellectual and emotional quotient into investment strategies. Focused on delivering exceptional results through a values-oriented culture that fosters client connection and collaboration, IEQ helps clients achieve their financial goals without the limitations of larger organizations.
Open Positions
Platform Business Analyst
4+ years of experience in Revenue Operations, Business Analysis, Product Operations, Product Management, or Project Management, with strong executive communication skills and ability to write structured requirements and user stories
Platform Business Analyst
4+ years experience in Revenue Operations, Business Analysis, Product Operations, Product Management, or Project Management. Experience with CRM systems (Salesforce strongly preferred). Strong written communication skills
Associate, Wealth Management
1-2+ years of experience, Bachelor's degree, and exceptional organizational skills are required
Director, Tax Strategy
4-7 years of experience in tax practice, significant experience with UHNW individual tax returns, and strong quantitative skills
Associate Director, Wealth Management
3-5+ years of wealth management experience, Bachelor's degree, Exceptional organizational skills, attention to detail
Associate Director, Human Capital
3-5 years of experience in Human Resources, Bachelor's degree required
Associate Director, Wealth Management
3-5+ years wealth management experience needed. Bachelor's degree required. Strong organizational, communication, and analytical skills are essential
Associate, Wealth Management
1-2+ years of relevant experience or internship preferred. Bachelor's degree required. Interest in financial markets a plus
Senior Associate, Wealth Management
2+ years exp. Bachelor's degree required. Strong organizational & communication skills are key
Associate, Wealth Management
1-2+ years of experience, deep curiosity about financial markets, and excellent organizational skills
+26 More Jobs Available!
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