IQ-EQ · 1 week ago
Client Relationship Director (Private Wealth)
Boston, MA
Full-time
Onsite
Mid, Senior Level
$95K/yr - $110K/yr
5+ years expIQEQ is a specialized trust company that provides directed trustee services to high-net-worth individuals and their advisors. The Senior Client Relationship Director will be the primary contact for clients, managing trust administration and driving business development through client onboarding and industry engagement.
AccountingFinanceFinancial ServicesReal EstateWealth Management
Responsibilities
You'll serve as the primary contact for clients and their advisors, ensuring exceptional service and communication
You'll manage all aspects of trust administration, from coordinating advisor directions to overseeing tax and compliance filings
You'll drive business development by attending industry events and leading the onboarding of new trust accounts
You'll enhance processes by engaging in training programs to strengthen and refine directed trust practices
Qualification
Required
Bachelor's degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus)
Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm
Exceptional understanding of fiduciary responsibilities and estate planning principles
Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company
Client relationship management experience, preferably in a fiduciary capacity
Excellent problem-solving skills and a desire to learn and collaborate with internal and external stakeholders
Ability to work onsite at our Bedford, NH office
Preferred
Management experience with direct reports or junior team members is a plus
Benefits
Generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays
Financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)
Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans
Paid parental leave
A hybrid work schedule, promoting both personal and professional fulfillment
Company
IQ-EQ
IQ-EQ is a multi-jurisdictional provider of investor and corporate services in Europe and beyond.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2015-09-11Acquired
Leadership Team
John Legrand
CEO
Matt Okolita
Regional CEO, The Americas
Recent News
Private Equity Wire
2026-01-16
2025-12-18
PR Newswire UK
2025-10-03
Company data provided by crunchbase