Platform Business Analyst

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We are seeking a highly driven Business Analyst to join our Platform Team.

Requirements

• 4+ years in Revenue Operations, Business Analysis, Product Operations, Product Management, or Project Management
• Experience working with CRM systems (Salesforce strongly preferred)
• Strong ability to write structured requirements and user stories
• Proven track record of driving initiatives across multiple stakeholders
• Strong executive communication skills

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan