Associate Director, Wealth Management
IEQ CapitalSan Francisco, California, United States
Posted October 3, 2025
135000 - 175000 USD year
Full Time
About the Company
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.
Job Description
IEQ Capital is seeking a motivated Associate Director to join their San Francisco-based team. This role focuses on client relationship management within a values-oriented investment advisory firm. The position involves portfolio analysis, trade execution, client communication, and providing financial strategies to clients, with a focus on client-centric service.
Requirements
- 3-5+ years of wealth management experience
- Exceptional organizational skills
- Exceptional written and verbal communication skills
- Ability to think critically, anticipate issues, and prioritize projects
- Familiarity with operational aspects of business