The Director of Wealth Management will manage client relationships, oversee portfolio analysis, and provide customized financial strategies while supporting partners and conducting performance reviews.
Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The RoleWe are looking for a motivated professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
- Support to Partners and Managing Directors 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 Partners and Managing Directors (in some cases one-on-one with the client)
- Interact with clients, supporting all aspects of their servicing needs;
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
- Some travel may be required based on business needs
- Flexibility to work onsite at our San Francisco and Foster City locations is required
- 6-9+ 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 buildings skills both inside and outside of the organization
- Ability to work in a fast paced, high-volume, high-pressure environment
- Experience with Salesforce is a plus
- CFA, CFP, CAIA designation is a plus
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
Top Skills
Salesforce
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