Associate Director, Wealth Management

About the job 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 Responsibilities We are looking for a motivated professional to join our team as an Associate 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 that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to: Support to Partners and Senior Advisors 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 Senior Advisors Interact with clients, supporting all aspects of their servicing needs: Researching client inquiries, managing follow up communication and conducting quarterly performance reviews Qualifications 4–6+ years of relevant wealth management, investment advisory, family office, private banking, or similar experience Experience working with ultra-high-net-worth individuals and families or complex client relationships strongly preferred 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 Experience with Fidelity Investments is a plus Collaborative, team-oriented approach with a willingness to contribute wherever needed, “No task is too small” mentality Bachelor’s degree is required Compensation The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience. See how you compare to others who clicked apply Based on LinkedIn data. Excludes subsidiaries. Candidates who clicked apply 9 total 2 in the past day Candidate seniority level 56% Senior level candidates 22% Director level candidates 22% Entry level candidates Candidate education level 13% have a Master of Business Administration (Similar to you) 50% have a Bachelor's Degree 13% have a Bachelor of Arts 24% have other degrees Exclusive Job Seeker Insights about IEQ Capital Powered by Bing Company focus areas • Deliver highly customized, institutional‑grade investment and family office solutions for ultra‑high‑net‑worth clients: IEQ Capital focuses on tailoring portfolios and integrated wealth planning to the unique needs of UHNW families and foundations, combining public markets with exclusive private investments. A core priority is to act as a multi‑family office that centralizes advisory services while maintaining a disciplined, client‑centric approach. • Expand scale and capabilities through growth and strategic combinations: IEQ Capital is prioritizing growth in assets under management and capabilities, as evidenced by its rapid AUM expansion and the announced combination with EPIQ Capital to create a multi‑family office platform of over $32 billion. This scale strategy is aimed at enhancing access to private market opportunities, institutional connections, and specialized advisory talent.