Teams 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.