Jobs at IEQ Capital

Coordinate end-to-end client onboarding for wealth management clients, managing paperwork, KYC, account openings and funding. Serve as primary contact among clients, advisors, custodians and internal teams, maintain onboarding data in Salesforce, track status, resolve issues, and drive process improvements to ensure a high-touch, compliant onboarding experience.

The Associate Director will manage client relationships, provide investment advice, and support portfolio analysis while enhancing client service and customized financial strategies.

The Director of Wealth Management manages client relationships, provides investment advice, prepares reports, and supports portfolio analysis in an advisory capacity.

The Associate Director will manage client relationships, provide investment advice, analyze portfolios, and support senior directors and partners.

The Director will manage client relationships, support partners through portfolio analysis, and deliver customized financial strategies. The role involves critical thinking, relationship building, and some travel.

Manage client relationships for an investment advisory firm, supporting Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, meeting preparation, and performance reporting. Review alternative investments, deliver investment advice, conduct client inquiries and quarterly reviews, and provide high-touch, customized financial strategies and client service.

The Senior Associate in Wealth Management supports partners in operations, manages client relationships, research inquiries, and provides financial strategy, requiring strong organizational and communication skills.

The Associate will manage client relationships by providing operational support, communicating transactions, and assisting with educational sessions while ensuring compliance standards.