Associate Director, Wealth Management jobs in United States
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IEQ Capital · 1 month ago

Associate Director, Wealth Management

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityMid, Senior Level, Lead/Staff
date3+ years exp

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. The Associate Director will manage important aspects of client relationships, including portfolio analysis, trade execution, and providing customized financial strategies for clients.

AdviceFinancial ServicesProfessional ServicesTax Consulting
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Growth Opportunities
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H1B Sponsor Likelynote

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

Wealth management experienceClient relationship managementSalesforceCFA designationCFP designationCAIA designationFidelity InvestmentsOrganizational skillsAttention to detailWritten communicationVerbal communicationCritical thinkingRelationship buildingFast-paced environment

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

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IEQ Capital is an investment advisor that provides wealth management services.
dateFounded in 2019
location
West Los Angeles, California, USA
people-size201-500 employees
web-link
https://ieqcapital.com

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 Stage
Total Funding
unknown
Key Investors
Stone Point Capital
2023-01-19Private Equity

Leadership Team

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Eric Harrison
Managing Partner & Founder
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Recent News

PR Newswire
IEQ Capital Names Colin Mark-Griffin, Jeff Sawin, and Jeremy Wenner as Partners
2026-01-09
PR Newswire
IEQ CAPITAL OPENS NEW YORK CITY OFFICE, EXPANDING EAST COAST PRESENCE
2025-12-16
PR Newswire
IEQ Capital Opens New San Francisco Office, Expanding Bay Area Presence
2025-10-04
Company data provided by crunchbase