IEQ Capital · 3 months ago
Associate Director, Wealth Management
San Francisco, CA
Full-time
Onsite
Mid, Senior Level, Lead/Staff
$135K/yr - $175K/yr
3+ years expIEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. The Associate Director will manage important aspects of client relationships, provide investment advice, and support the team in delivering exceptional service to clients.
AdviceFinancial ServicesProfessional ServicesTax Consulting
Responsibilities
Support to CEOs and Partners by providing service and support functions such as:
Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
Construct performance and asset allocation reports along with the recommended portfolio changes
Provide exceptional service and devise customized financial strategies for existing/prospective clients
Provide investment advice to clients in meetings with CEOs and Partners
Interact with clients, supporting all aspects of their servicing needs:
Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualification
Required
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
Bachelor's degree is required
Preferred
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
Company
IEQ Capital
IEQ Capital is an investment advisor that provides wealth management services.
201-500 employees
H1B Sponsorship
IEQ Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2022 (2)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Stone Point Capital
2023-01-19Private Equity
Leadership Team
Eric Harrison
Managing Partner & Founder
Recent News
2026-01-09
2025-12-16
2025-10-04
Company data provided by crunchbase