Jobs at IEQ Capital

Manage client relationships and support wealth management activities, including portfolio analysis, trade execution, account maintenance, alternative investment reviews, performance reporting, portfolio recommendations, client meetings, investment advice, and quarterly reviews. The role supports Managing Directors and Partners while delivering customized financial strategies and responsive client service.

Supports the inorganic growth pipeline through Salesforce management, sourcing research, sales-cycle execution, mutual diligence, advisor relationship development, and home-office visit coordination. The role also develops process documentation, reporting tools, models, and campaign tracking while coordinating internal teams and third-party recruiters. Responsibilities require strong organization, communication, critical thinking, data management, and the ability to manage multiple priorities in a fast-paced wealth management environment.

Support CEOs and Partners in managing wealth management client relationships through portfolio analysis, trade execution, account maintenance, investment research, performance reporting, asset allocation recommendations, and client communications. Provide investment advice, prepare client meetings, address servicing needs, conduct quarterly performance reviews, and develop customized financial strategies for existing and prospective clients.

Supports wealth management partners through client servicing, money movement, account creation and maintenance, trade execution, meeting preparation, inquiry follow-up, and performance and asset allocation reporting. The role also participates in client meetings, develops customized financial strategies, and provides operational support while gradually taking on more investment-related responsibilities.

Supports wealth management partners with money movement, account creation and maintenance, portfolio performance updates, database management, and ad hoc projects. Communicates with clients about asset transfers and account opening, participates in market education, and ensures compliance with operational policies and confidentiality standards.

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.

The Associate Director will manage client relationships, provide investment advice, support senior staff, and create customized financial strategies.

The Senior Associate role involves supporting the Partners with client relationship management, operational functions, trade placement, and preparing client communication and reports.

The Associate will support partners with operational functions, client communications, and compliance. The role offers growth and exposure to financial markets.

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.