IEQ Capital · 2 months ago
Associate Director, Cashiering & Bill Pay
Dallas, TX
Full-time
Onsite
Lead/Staff, Director/Executive
3+ years expIEQ Capital is a Registered Investment Advisor aiming to revolutionize traditional wealth management through a values-oriented culture. The Associate Director of Cashiering & Bill Pay will lead the cashiering and bill payment functions, ensuring accuracy and compliance while overseeing operations and managing the cashiering team.
AdviceFinancial ServicesProfessional ServicesTax Consulting
Responsibilities
Oversee and manage all cashiering and bill pay activities, including incoming/outgoing wires, checks, ACH transfers, and related reconciliations
Serve as the final approver for client money movements, ensuring adherence to firm procedures, internal controls, and regulatory standards
Demonstrate strong communication and client service skills by conducting clear, professional callbacks to confirm client instructions and ensure accuracy of transactions
Supervise, mentor, and train team members; establish performance goals and provide ongoing feedback and development opportunities
Serve as the subject matter expert for the firm’s Bill Pay process, including associated technology platforms, tools, and vendor relationships; lead ongoing improvements and ensure best practices are maintained
Design, implement, and maintain efficient workflows, controls, and documentation standards to support audit readiness and operational excellence
Partner with custodians and financial institutions to resolve escalated transaction discrepancies or service issues
Collaborate cross-functionally with Accounting, Compliance, and Technology to enhance processes and systems supporting cashiering and bill pay operations
Analyze transaction trends and operational data to identify areas for automation, risk mitigation, and service improvement
Ensure timely reconciliation and reporting of all client and firm cash activities
Represent the cashiering and bill pay function in internal audits, regulatory reviews, and policy development discussions
Uphold strict confidentiality and sound judgment in handling sensitive financial and client information
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or a related field (or equivalent experience)
3+ years of experience in cashiering, cash operations, or similar financial operations roles within wealth management, banking, or investment advisory environments
Demonstrated leadership and people management experience, including coaching and team development
Proven expertise with custodial platforms (e.g., Schwab, Fidelity, Pershing) and advanced Excel proficiency
Strong understanding of internal controls, reconciliation procedures, and regulatory compliance requirements
Exceptional attention to detail, accuracy, and operational discipline
Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams and levels
Strategic thinker with a continuous improvement mindset and a focus on operational excellence
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