Senior Associate, Wealth Management

IEQ Capital is seeking a motivated professional to join their team as a Senior Associate to manage important elements of the client relationship and provide operational functions such as money movement, account creation, and client meeting preparation. The role offers a total compensation range of $95,000-$130,000, depending on skills and experience.

Requirements

• 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
• Bachelor's degree is required

Benefits

• Total compensation range of $95,000-$130,000
• Potential bonus