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IEQ Capital

Director, Wealth Management

Reposted 3 Months AgoSaved
In-Office
San Francisco, CA, USA
170K-225K Annually
Senior level
170K-225K Annually
Senior level
Financial Services
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.
Top Skills: Fidelity InvestmentsSalesforce
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