Associate, Business Development jobs in United States
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IEQ Capital · 3 hours ago

Associate, Business Development

positionFoster City, CA
timeFull-time
remoteOnsite
seniorityEntry Level
money$70K/yr - $105K/yr
date1+ years exp

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. The Business Development Associate plays a critical role in supporting IEQ Advisors in sourcing new business, managing opportunity pipelines, and assisting in the prospecting process.

AdviceFinancial ServicesProfessional ServicesTax Consulting
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Growth Opportunities

Responsibilities

Partner with specific IEQ Advisors on an ongoing basis to manage growth pipelines, spur proactive activity, and ensure consistent and prompt follow-up on all open new business opportunities
Regularly monitor deal activity/liquidity events across the United States to surface potential prospects
Identify trending companies and potentially qualified individuals associated with those companies for IEQ advisors to pursue
Utilize firm technology to structure and execute broad outreach campaigns to generate connectivity with potential prospects
Build analytics to identify future high-value opportunities through research
Develop an understanding of IEQs investment philosophy and broader spectrum of service offerings

Qualification

Financial services experienceSalesforceMicrosoft Office SuiteProject managementSelf-directedCritical thinkingProblem-solvingWritten communicationVerbal communicationAttention to detail

Required

1-2+ years of relevant work experience preferred
Candidate must thrive in and be able to keep up with a dynamic, fast paced environment
High-level of integrity and humility
Must be able to think critically, effectively, anticipate needs and be a natural problem-solver
Excellent written and verbal communication skills
Experience owning projects & initiatives while delegating responsibilities as needed
Must have high attention to detail in all aspects of the role, work quickly and accurately
Must be self-directed and able to work with individuals at all levels, including executive management

Preferred

Background in financial services/wealth management industry preferred
Experience with Microsoft Office Suite and Salesforce preferred

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

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