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, 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 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 Role
We are seeking a highly organized and proactive Project Coordinator (PC) to manage and coordinate team-wide and firm-wide projects. The PC will work closely with team COOs to understand priorities, ensuring timely execution of key initiatives. This role requires the ability to manage multiple projects simultaneously, track progress, and implement effective solutions.
The PC will take ownership of project deliverables, processes, and timelines, providing regular status updates and highlighting potential risks. Working collaboratively with team members, the PC will facilitate project completion by delivering tools, setting clear deadlines, and ensuring smooth execution.
The ideal candidate is an independent self-starter who thrives in a fast-paced, fluid environment while also excelling in team collaboration. Adaptability, problem-solving skills, and the ability to pivot based on shifting priorities are essential for success in this role.
Key Responsibilities
- Oversee all phases of project lifecycles, from initiation to completion.
- Work with COOs to allocate resources, implement solutions, and resolve project-related issues.
- Provide regular updates to the CEO and Partners on team progress, priorities, production statistics, onboarding progress, and fundraising status.
- Roll out and monitor progress on all team and firmwide projects for ~30 team members across two offices, ensuring deadlines and deliverables are met and exceeded.
- Define project scope, objectives, and deliverables, assigning tasks and tracking progress.
- Develop and maintain project performance databases, ensuring milestones and deadlines are met.
- Proactively monitor project activities, identifying potential risks and roadblocks.
- Maintain issue logs, prioritize problem resolution, and escalate concerns when necessary.
- Partner with key stakeholders and subject matter experts to align project deliverables with business goals.
Basic Qualifications
- Bachelor’s degree
- 5–7 years of experience in project coordination or a related role.
- Intermediate to advanced proficiency in PowerPoint and Excel is required.
- Proven ability to manage a portfolio of 15+ projects at different lifecycle stages.
- Strong analytical skills with the ability to synthesize complex information and tailor communication for various stakeholders.
- Experience managing cross-functional teams, including both senior and junior members.
- Ability to navigate escalation processes with confidence and professionalism.
- Excellent interpersonal skills, fostering trusted relationships within the team.
- Strong time management and organizational skills, with the ability to prioritize competing demands.
- Outstanding written, verbal, and presentation skills.
Preferred Qualifications
- Experience with Salesforce (strong plus).
- Background in Financial Services (a plus).
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.
Top Skills
Similar Jobs
_0.png)
What you need to know about the Los Angeles Tech Scene
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
