Jobs at IEQ Capital

Provide high-touch, end-to-end client onboarding for wealth management clients: gather and review documentation, prepare account paperwork, coordinate with custodians and internal teams, maintain onboarding data in Salesforce, track funding and subscriptions, communicate status to advisors, and drive process improvements to ensure timely, compliant account openings.

Own platform initiatives for CRM, data integrations, and internal tools: define requirements, manage roadmap and backlog, translate needs into user stories, coordinate cross-functional delivery, drive adoption, create documentation and training, and iterate post-launch.

As a Senior Associate, you will manage client relationships, support operational functions, and collaborate on financial strategies while ensuring exceptional service.

The Associate Director will manage client relationships, provide investment advice, perform portfolio analysis, and support the team through various advisory tasks.

The Director of Wealth Management will manage client relationships, provide investment advice, and support portfolio analysis and reporting. Responsibilities include client servicing, communication, and teamwork with partners and managing directors, along with some travel as needed.

The Associate Director will manage client relationships, provide investment advice, conduct performance reviews, and support portfolio analysis and client meetings.

The Associate Director will manage client relationships, provide investment advice, support portfolio management, and communicate financial strategies for clients in wealth management.

The Director of Wealth Management will manage client relationships, oversee portfolio analysis, and provide customized financial strategies while supporting partners and conducting performance reviews.

Support investment team across alternative and public markets by monitoring funds, producing performance and market updates, contributing market commentary, performing financial modeling and due diligence, preparing Investment Committee materials, and assisting onboarding and client-facing investment materials.

Provide operational and client-support functions for Partners including money movement, account setup and maintenance, client transaction communications, portfolio performance updates, database management, ad hoc project work, and compliance adherence. Participate in mentoring and educational sessions to grow toward more senior client-facing or operational roles over an 18-24 month timeframe.

Support partners and team with client relationship operations including money movement, account setup and maintenance, portfolio performance updates, database management, client communications for transactions, ad hoc project management, and compliance adherence. Participate in educational sessions and grow into more senior client-facing or operational roles.

Support partners and team with client-facing and operational tasks including money movement, account opening/maintenance, portfolio performance updates, database management, transaction communications, and ad hoc projects. Participate in training, follow compliance and confidentiality standards, and grow toward more senior client- or operations-focused roles.

Lead client relationship management and support Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, and customized financial strategies. Review alternative investments, prepare performance and allocation reports, provide investment advice in client meetings, handle client servicing and inquiries, and conduct quarterly performance reviews.

Support Partners with operational functions including money movement, account maintenance, client service, and performance reporting. Engage in client meetings and develop tailored financial strategies.

Support CEOs and partners in managing client relationships through portfolio analysis, trade execution, account maintenance, alternative investment review, performance and allocation reporting, meeting preparation, customized financial strategies, client research and follow-up, and quarterly performance reviews.

Manage client relationships for an investment advisory firm: portfolio analysis, trade execution, account maintenance, performance and allocation reporting, alternative investment review, client meetings, research and follow-up, and customized financial strategies alongside Managing Directors and Partners.

Lead client relationship management and service functions for an investment advisory firm. Perform portfolio analysis, trade execution, account maintenance, alternative investment review, performance and asset-allocation reporting, and provide tailored investment advice. Support Managing Directors and Partners, prepare client meetings, manage client inquiries, and conduct quarterly performance reviews.

The Associate in Wealth Management at IEQ Capital manages client relationships, supports operational functions, ensures compliance, and communicates transaction details, while working closely with Partners to enhance their skill set and career growth.

The Senior Associate in Wealth Management will support the team with operational functions, client interactions, performance reporting, and customized financial strategies.

The Associate will manage client relations, provide operational support, handle transactions, and maintain compliance, while gaining market knowledge through training programs.