Associate Director, Wealth Management

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. We are looking for a motivated professional to join our team as an Associate Director, managing important aspects of the client relationship.

Requirements

• 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
• CFA, CFP, CAIA designation is a plus
• Experience with Fidelity Investments is a plus
• No task is too small mentality