IEQ Capital
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results 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 fiduciary 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.
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Associate, Business Development
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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
IEQ Capital is looking for a motivated professional to join the Business Development Team in our Foster City office. The Business Development Associate plays a critical role in supporting IEQ Advisors in sourcing new business, identifying and tracking liquidity events, qualifying potential prospect leads, managing opportunity pipelines, and more. This role is essential in helping our advisors stay organized and proactive in their growth efforts and assists in every phase of the prospecting process. The Business Development Associate will have the opportunity to work closely with and learn from IEQ Advisors and Senior Firm Leadership. Duties and responsibilities include, but are not limited to:
- Partner with specific IEQ Advisors on an ongoing basis to manage growth pipelines, spur proactive activity, and ensure consistent and prompt follow-up on all open new business opportunities.
- Regularly monitor deal activity/liquidity events across the United States to surface potential prospects.
- Identify trending companies and potentially qualified individuals associated with those companies for IEQ advisors to pursue.
- Utilize firm technology to structure and execute broad outreach campaigns to generate connectivity with potential prospects.
- Build analytics to identify future high-value opportunities through research.
- Develop an understanding of IEQs investment philosophy and broader spectrum of service offerings.
Qualifications
- 1-2+ years of relevant work experience preferred.
- Candidate must thrive in and be able to keep up with a dynamic, fast paced environment.
- High-level of integrity and humility.
- Must be able to think critically, effectively, anticipate needs and be a natural problem-solver.
- Excellent written and verbal communication skills.
- Experience owning projects & initiatives while delegating responsibilities as needed.
- Must have high attention to detail in all aspects of the role, work quickly and accurately.
- Must be self-directed and able to work with individuals at all levels, including executive management.
- Background in financial services/wealth management industry preferred
- Experience with Microsoft Office Suite and Salesforce preferred
Compensation
The salary range for this role, inclusive of base salary and bonus, is $70,000-$105,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Associate, Cashiering & Bill Pay
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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, generating exceptional investment results 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 fiduciary 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
The Cashiering & Bill Pay Associate plays a key role in ensuring timely and accurate processing of client transactions, including incoming/outgoing cash movements, bill payments, and related reconciliation activities. This position requires a high level of attention to detail, organizational skills, and commitment to maintaining exceptional client service standards.
· Process incoming and outgoing cash, check, and wire transactions with accuracy and adherence to firm procedures.
· Initiate and verify ACH and wire transfers through custodial platforms.
· Demonstrate strong communication and client service skills by conducting clear, professional callbacks to confirm client instructions and ensure accuracy of transactions.
· Reconcile daily cash movements and ensure that all transactions are properly recorded and balanced.
· Maintain transaction logs and supporting documentation for audit and compliance purposes.
· Collaborate with custodians and banks to resolve transaction discrepancies or delays.
· Follow internal control standards and comply with regulatory and firm policy requirements.
· Support periodic audits and reviews of cashiering and bill pay processes.
· Identify potential process improvements and assist in implementation of new procedures.
· Provide prompt and professional responses to internal and external inquiries related to cashiering or bill pay.
· Partner with advisors, operations, and accounting teams to ensure seamless client experience.
· Uphold a high level of confidentiality and discretion in handling client information.
Qualifications
· Bachelor’s degree in Finance, Accounting, Business Administration, or related field (or equivalent experience).
· Strong proficiency with Excel and familiarity with custodial systems (e.g., Schwab, Fidelity, Pershing, or similar).
· Excellent attention to detail, accuracy, and time management skills.
· Strong written and verbal communication abilities.
· Ability to work independently while maintaining a collaborative team approach.
Ready to apply?
Apply to IEQ Capital
Associate Director, Wealth Management
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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 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 Managing Directors 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 Managing Directors and Partners
- Interact with clients, supporting all aspects of their servicing needs:
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
- Some travel may be required based on business needs
- Flexibility to work onsite at our San Francisco and Foster City locations is required
Qualifications
- 4-7+ years of wealth management experience
- 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
- “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.
Ready to apply?
Apply to IEQ Capital
Associate Director, Wealth Management
Share this 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
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 CEOs and Partners 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 CEOs and Partners
- Interact with clients, supporting all aspects of their servicing needs:
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
- 3-5+ years of wealth management experience
- 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
- “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.
Ready to apply?
Apply to IEQ Capital
Associate Director, Wealth Management
Share this 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
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 CEOs and Partners 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 CEOs and Partners
- Interact with clients, supporting all aspects of their servicing needs:
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
- 3-5+ years of wealth management experience
- 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
- “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.
Ready to apply?
Apply to IEQ Capital
Associate Director, Wealth Management
Share this 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
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 Managing Directors 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 Managing Directors and Partners
- Interact with clients, supporting all aspects of their servicing needs:
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
- Some travel may be required based on business needs
Qualifications
- 4-7+ years of wealth management experience
- 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
- “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.
Ready to apply?
Apply to IEQ Capital
Associate Director, Wealth Management
Share this 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
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 Managing Directors 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 Managing Directors and Partners
- Interact with clients, supporting all aspects of their servicing needs:
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
- Some travel may be required based on business needs
- Flexibility to work onsite at our San Francisco and Foster City locations is required
Qualifications
- 4-7+ years of wealth management experience
- 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
- “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.
Ready to apply?
Apply to IEQ Capital
Associate Director, Wealth Management
Share this 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
We are looking for a motivated professional to join our Los Angeles-based 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 CEOs and Partners 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 CEOs and Partners
- Interact with clients, supporting all aspects of their servicing needs:
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
- 4-7+ years of wealth management experience
- 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
- “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.
Ready to apply?
Apply to IEQ Capital
Associate, Marketing
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About IEQ Capital
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our mission is to integrate the Intellectual and Emotional Quotient, guided by a values-driven culture that fosters deep connection and collaboration with our clients. We are an independent, predominantly employee-owned firm committed to placing clients’ interests first. By removing the distractions and limitations of larger institutions, we focus on helping clients achieve their financial goals with clarity and purpose.
The Role
IEQ Capital is seeking a highly organized and detail-oriented Marketing Associate to join our Marketing Team. This individual will play a key role in supporting the execution of marketing initiatives, with a strong emphasis on data tracking, reporting, and team coordination.
The Marketing Associate will work closely with the broader marketing team, advisors, and internal stakeholders to ensure campaigns, events, and digital efforts are effectively tracked, organized, and executed. This is a hands-on role suited for someone who thrives in a fast-paced environment and enjoys bringing structure and clarity to multiple moving pieces.
Qualifications
- 1–3 years of experience in marketing, business development, or a related field, preferably in financial services or wealth management
- Strong organizational and project management skills with high attention to detail
- Proficiency in Microsoft Excel and PowerPoint; experience with Salesforce or similar CRM systems preferred
- Familiarity with marketing platforms such as Google Analytics, Mailchimp, Outreach, or digital advertising tools is a plus
- Strong written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Proactive, team-oriented mindset with a willingness to support across functions
- High level of professionalism and accountability
Key Responsibilities
Marketing Operations & Project Coordination
- Support day-to-day marketing operations, including maintaining project trackers and ensuring deadlines are met
- Curate and manage weekly team agendas, ensuring alignment on priorities and deliverables
- Assist with team scheduling and coordination across stakeholders
- Assist in organizing workflows across campaigns, events, and content initiatives
- Research new opportunities and markets for IEQ to pursue, including identifying channels to place the firm’s brand, events, and campaigns
Content Management
- Maintain the IEQ slide library, ensuring materials are current, organized, and aligned with brand standards
- Manage quarterly updates, edits, and version control across core marketing materials
- Partner with Executive Assistants and Business Development to upload approved materials to compliance systems and support events and content initiatives
- Research new opportunities and markets for IEQ to pursue, including identifying channels to place the firm’s brand, events, and campaigns
Data Tracking & Reporting
- Own and maintain accurate data management within Salesforce, ensuring all marketing activities, events, and campaigns are properly tracked
- Track event invitations, attendance, and RSVP data across Excel and Salesforce
- Maintain and organize data related to marketing campaigns and initiatives
- Partner closely with the Senior Director of Marketing to track against team objectives and key performance indicators
- Curate and produce regular reporting on marketing performance, including events, campaigns, and pipeline impact
- Partner with advisors to track and follow up on ROI metrics tied to events and campaigns
- Support reporting efforts across marketing initiatives, ensuring data accuracy, consistency, and actionable insights
Digital Advertising & Campaign Support
- Maintain tracking and reporting for digital advertising efforts across platforms
- Assist in organizing campaign performance data and supporting optimization efforts
- Coordinate with internal team members and external partners to ensure campaigns are properly executed and documented
Events & Advisor Support
- Support the execution of events, including tracking attendance, managing logistics, and post-event follow-up
- Assist advisors with event-related coordination and data collection
- Assist with occasional event bio creation and related materials
- Maintain and track conference data across internal systems
- Help ensure all event data is accurately captured and reflected in internal systems
Operational & Administrative Support
- Provide general administrative and operational support to the marketing team
- Assist with vendor coordination, materials organization, and internal documentation
- Support ad hoc projects and team initiatives as needed
Compensation
The salary range for this role, inclusive of base and bonus, is $80,000 - $115,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Associate, Portfolio Analytics
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The Role
The Portfolio Analytics Associate will play a key role in managing the firm’s performance reporting system, Addepar, while collaborating directly with senior leadership on broader data-related initiatives. In addition to the day to day oversight of Addepar, this individual will identify project requirements, design solutions, and implement process improvements to support business objectives.
Success in this role requires strong judgment, exceptional attention to detail, and a genuine passion for data and its impact on business operations. The Portfolio Analytics Associate must thrive both independently and as part of a collaborative team in a fast-paced, dynamic environment, with the ability to shift priorities in response to the teams’ and COO’s competing priorities.
Duties and responsibilities include, but are not limited to:
- Research and respond to performance-related questions from Partners and Client Service Associates
- Manage the ongoing relationship with Addepar and oversee platform functionality
- Collaborate with senior leadership to develop and release firm wide portfolio data and performance reporting enhancements
- Partner with Research and Client Service teams to develop innovative solutions that enhance the client experience
- Continuously evaluate and improve current processes to drive operational efficiency
- Maintain and enhance the firm’s suite of performance reports that provide insight into portfolio performance
- Support the delivery of a dynamic, engaging online client experience that deepens portfolio understanding
- Monitor and analyze cash flow, asset allocation, performance, and risk metrics at multiple levels
- Contribute to the development and maintenance of internal dashboards to drive firmwide insights and decision-making
- Optimize data integration across platforms within the firm’s technology stack
- Develop deep expertise in the firm’s data infrastructure and act as a subject matter expert
Qualifications
- Quick learner and self-starter, with the ability to work effectively with minimal supervision
- Exhibit a “no task is too small” mindset
- Passion for data and its impact on business practices
- Ability to explain complex ideas with varying degrees of detail depending on the audience
- Interest in performance measurement metrics and a passion for creating an exceptional client experience
- Familiarity with general investing concepts, investment strategies and portfolio construction
- High attention to detail and accuracy
- Strong oral and written communication skills
- Advanced data analysis and data visualization skills
- Bachelor’s Degree required
- 0 – 2 years of relevant experience in data analytics, investment operations, data visualization, investment management, etc.
Preferred Qualifications:
- Salesforce experience preferred but not required
- Financial Services experience working with private equity and hedge fund investments preferred but not required
- Addepar experience preferred but not required
Career Path
Upward mobility aren’t just words on a page, it’s embedded in our culture. We look for individuals who are curious, who see gaps and find creative solutions, those who don’t stop until the work is done and always give more than what is asked. We value these individuals and want to see them grow and thrive within the firm.
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $70,000 - $97,500, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Associate, Wealth Management
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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, generating exceptional investment results 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 fiduciary 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 looking for a motivated professional to join our San Francisco-based team as an associate.The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
- Support the Partners and their team by providing operational functions such as:
- Money movement (i.e. wire and journals)
- Account creation and maintenance
- Ad hoc project management
- Portfolio performance updates
- Database management
- Communicate with clients regarding transactions, such as asset transfers and account opening procedures
- Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business
- Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.
“Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners.
Qualifications
- 1-2+ years of relevant work or internship experience preferred
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Exceptional verbal and written communications skills
- Good relationship-building 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
- “No task is too small” mentality
- Bachelor’s degree is required
Compensation
The salary range for this role, inclusive of base and bonus, is $90,000 - $115,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Associate, Wealth Management
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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
IEQ Capital is looking for a motivated professional to join our Los Angeles-based team as an Associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
- Support the Partners and their team by providing operational functions such as:
- Money movement (i.e. wire and journals)
- Account creation and maintenance
- Ad hoc project management
- Portfolio performance updates
- Database management
- Communicate with clients regarding transactions, such as asset transfers and account opening procedures
- Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business
“Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners.
Qualifications
- 1-2+ years of relevant work or internship experience preferred
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Exceptional verbal and written communications skills
- Good relationship-building 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
- “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 $90,000 - $115,000 depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
COO, Family Office
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The Role
We are seeking a Family Office professional to join our Family Office team. This individual will serve as a senior, client-facing operator responsible for overseeing and coordinating the full spectrum of non-investment services for ultra-high-net-worth individuals and families.
This person will act as a central point of accountability across complex, multi-disciplinary initiatives, ensuring that all aspects of a client’s financial, operational, and lifestyle needs are executed seamlessly and in alignment with their objectives. This role requires strong project management capabilities, sound judgment, and the ability to coordinate across internal teams and a network of external advisors.
The ideal candidate has experience working with sophisticated clients, managing complex assets and initiatives, and serving as a trusted partner who can translate strategy into execution across a broad range of family office services.
Responsibilities include, but are not limited to:
Strategic Project Management
- Serve as the central coordinator for complex, ad hoc client initiatives, including privacy and security enhancements, lifestyle transitions, and other multi-faceted projects.
- Act as the primary point of accountability across internal teams and external advisors to ensure timely execution and alignment.
- Establish structure, timelines, and communication protocols to drive initiatives forward efficiently.
Complex Asset Oversight
- Provide end-to-end oversight across the lifecycle of complex, high-value assets, including real estate, private aircraft, marine assets, vehicles, and collectibles.
- Coordinate due diligence, acquisition, ownership structuring, ongoing administration, and disposition in partnership with legal, tax, and advisory teams.
- Ensure proper documentation, risk coverage, and alignment with broader client strategy.
Risk Management and Insurance Coordination
- Lead annual insurance reviews and ongoing policy coordination in partnership with external insurance advisors.
- Ensure new and existing assets are appropriately integrated into coverage.
- Source and evaluate specialty insurance solutions for complex risks, including collectibles, aviation, equine, and event-related exposures.
Integration with Broader IEQ Family Office Services
- Coordinate closely with internal specialists to deliver holistic planning:
- Estate Planning: Partner with IEQ Wealth Strategists and external estate attorneys to coordinate estate plan reviews and implementation.
- Income Tax Strategy: Collaborate with internal tax strategists and external CPAs to support tax planning and review processes.
- Lending and Liquidity: Engage with lending specialists to coordinate credit strategies and liquidity solutions.
- Family Dynamics: Support family governance, education, and next-generation planning initiatives.
Estate and Household Management Support
- Evaluate and coordinate estate staffing solutions, payroll providers, and benefits structures.
- Oversee real estate operations by coordinating with property managers, household staff, and vendors.
- Ensure consistent, efficient management of household operations aligned with client expectations.
Lifestyle and Concierge Services
- Act as a trusted resource for lifestyle-related needs by sourcing and coordinating with external providers, including:
- Personal and cybersecurity services
- Concierge medical services
- Complex and luxury travel planning
- Residency and domicile considerations
- Private aviation and marine transport
- Oversee onboarding and ongoing monitoring of bill pay and financial operations providers
Qualifications
- 10+ years of experience in a family office, multi-family office, private bank, or similar environment serving UHNW clients.
- Demonstrated experience managing complex, multi-disciplinary client needs across investments-adjacent areas such as real assets, insurance, estate coordination, and lifestyle services.
- Strong project management and organizational skills, with the ability to manage multiple concurrent initiatives.
- Experience coordinating with external advisors, including legal, tax, insurance, and operational providers.
- Excellent judgment and problem-solving ability in high-stakes, client-sensitive situations.
- Strong communication skills, with the ability to synthesize complexity into clear recommendations and action plans.
- High attention to detail and commitment to execution quality.
- Ability to operate independently and serve as a trusted advisor to both clients and internal teams.
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $190,000-$250,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Director, Financial Planning
Share this 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
We are seeking a Director, Financial Planning to join our Foster City-based Family Office team. This individual will own end-to-end delivery of comprehensive financial plans for ultra-high-net-worth individuals and families, using eMoney as the primary planning platform. The role blends deep planning expertise with strong quantitative capability and requires the ability to operate independently, gather inputs efficiently, build defensible assumptions, model scenarios, and present clear recommendations to clients.
The ideal candidate has meaningful experience delivering financial plans to UHNW clients across complex ownership structures (entities and trusts), strong judgment around planning assumptions, and a track record of translating analysis into practical next steps. This role is well suited for someone who enjoys working directly with clients and their advisory teams and who can run a planning process with minimal oversight.
Responsibilities include, but are not limited to:
eMoney Planning and Delivery
- Lead client discovery and data gathering using a structured intake process (balance sheet, cash flows, goals, insurance, estate documents, tax inputs as needed).
- Coordinate directly with internal IEQ team members and external advisors (CPA, estate attorney, insurance consultants) to source inputs, validate assumptions, and resolve open items.
- Build and maintain comprehensive eMoney plans with high data integrity, clear documentation, and consistent methodologies.
- Develop scenario analyses to quantify tradeoffs, mitigate risks, and capture opportunities. Examples include:
- Retirement and spending sustainability
- Liquidity events and major cash flow changes
- Equity compensation modeling and planning
- Concentrated stock diversification and tax-aware planning considerations
- Charitable planning, including CRT modeling where applicable
- Estate planning implications and wealth transfer strategy comparisons (as planning scenarios, not legal drafting)
- Insurance funding and policy sustainability scenarios
- Translate outputs into clear recommendations, decision points, and an actionable next-step plan for the client and advisory team.
- Prepare client-ready deliverables (summaries, meeting materials, plan views) that make planning outputs easy to understand and implement.
- Deliver plans directly to clients, lead plan review meetings, and drive alignment on next steps with the full client team.
- Maintain plans over time through updates tied to life events, market changes, tax law changes, and implementation progress. Establish cadence and standards for refreshes.
Process and Quality Control
- Build repeatable workflows for intake, plan construction, internal review, and client delivery. Create templates and checklists to reduce rework and improve consistency.
- Establish and enforce QA standards, including input validation, reasonableness checks, and scenario sensitivity testing.
- Serve as an internal resource on eMoney best practices, scenario design, and planning process execution.
Financial Planning and ad hoc Models
- Respond to discrete financial planning questions from clients related to large purchase analysis, retirement planning (including rollover analysis), equity compensation, education funding, and gift tax/income tax planning scenarios.
- Be comfortable using either Excel or eMoney depending on the use case.
- Work closely with internal resources, including wealth planning, income tax planning, and leverage planning strategists, as appropriate for complex clients.
Qualifications:
Required
- 7+ years of experience delivering comprehensive financial planning for UHNW clients (RIA, multifamily office, private bank, or similar).
- Demonstrated hands-on mastery of eMoney, including building plans, running scenario analyses, and delivering plans to clients. Experience owning the workflow end to end is strongly preferred.
- Professional designation demonstrating mastery of financial planning concepts.
- CFP required unless the candidate holds a comparable designation such as CFA, CPA/PFS, or ChFC.
- The candidate must be able to read estate planning documents and incorporate implications into planning assumptions and scenarios.
- Experience using AI in a financial planning context is required. Experience building AI tools, including custom GPTs, is a plus.
- Strong quantitative skills and modeling judgment. Ability to build, defend, and explain assumptions and sensitivities.
- Excellent analytical, organizational, and documentation skills with high attention to detail and data accuracy.
- Strong written and verbal communication skills, including the ability to translate complex planning topics into clear client decisions.
- High ownership mindset with a proven ability to operate independently, prioritize effectively, and drive work to completion with minimal guidance.
Success Metrics (first 90-180 days)
First 90 days
- Learn IEQ planning standards and planning deliverable expectations. Build a repeatable intake-to-delivery workflow in eMoney.
- Independently take a meaningful set of planning cases from intake through client-ready plan with minimal rework required by the team.
- Implement a QA checklist and documentation standard for assumptions, data sources, and scenario logic.
- Deliver multiple client plan review meetings with clear next steps and strong internal feedback on clarity, accuracy, and client readiness.
By 180 days
- Own a steady-state pipeline of plan builds and refreshes with consistent quality and predictable turnaround times.
- Produce scenario modeling that consistently surfaces actionable risks and opportunities, and drives concrete implementation steps.
- Reduce load on wealth strategists by owning planning logistics, plan construction, scenario design, and client-ready outputs.
- Contribute durable templates and process improvements that improve planning consistency and efficiency across the broader team.
Compensation
The salary for this role, inclusive of base salary and bonus, is up to $200,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Director, Wealth Management
Share this 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, generating exceptional investment results 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 fiduciary 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 looking for a motivated professional to join our team as a 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 who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
- Support to Managing Directors and Partners 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 Managing Directors and Partners (in some cases one-on-one with the client)
- Interact with clients, supporting all aspects of their servicing needs;
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
- 6-9+ years of wealth management experience
- 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
- “No task is too small” mentality
- Bachelor’s degree is required
Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Director, Wealth Management
Share this 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, generating exceptional investment results 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 fiduciary 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 looking for a motivated professional to join our team as a 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 who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
- Support to Managing Directors and Partners 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 Managing Directors and Partners (in some cases one-on-one with the client)
- Interact with clients, supporting all aspects of their servicing needs;
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
- 6-9+ years of wealth management experience
- 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
- “No task is too small” mentality
- Bachelor’s degree is required
Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Director, Wealth Management
Share this 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, generating exceptional investment results 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 fiduciary 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
-
Support to Partners and Managing Directors 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 Managing Directors (in some cases one-on-one with the client)
- Interact with clients, supporting all aspects of their servicing needs;
-
Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
-
Some travel may be required based on business needs
- Flexibility to work onsite at our San Francisco and Foster City locations is required
Qualifications
- 6-9+ years of wealth management experience
- 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
Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Director, Wealth Management
Share this 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, generating exceptional investment results 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 fiduciary 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 looking for a motivated professional to join our team as a 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 who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
- Support to Managing Directors and Partners 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 Managing Directors and Partners (in some cases one-on-one with the client)
- Interact with clients, supporting all aspects of their servicing needs;
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
- 6-9+ years of wealth management experience
- 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
- “No task is too small” mentality
- Bachelor’s degree is required
Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Director, Wealth Management
Share this 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, generating exceptional investment results 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 fiduciary 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
-
Support to Partners and Managing Directors 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 Managing Directors (in some cases one-on-one with the client)
- Interact with clients, supporting all aspects of their servicing needs;
-
Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
-
Some travel may be required based on business needs
- Flexibility to work onsite at our San Francisco and Foster City locations is required
Qualifications
- 6-9+ years of wealth management experience
- 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
Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Director, Wealth Management
Share this 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, generating exceptional investment results 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 fiduciary 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
-
Support to Partners and Managing Directors 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 Managing Directors (in some cases one-on-one with the client)
- Interact with clients, supporting all aspects of their servicing needs;
-
Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
-
Some travel may be required based on business needs
Qualifications
- 6-9+ years of wealth management experience
- 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
Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Platform Business Analyst
Share this 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, generating exceptional investment results 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 fiduciary 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
IEQ Capital is seeking a highly driven Business Analyst to join our Platform Team. This role operates at the intersection of business, product, operations, and engineering.
The Business Analyst acts as a product owner and execution lead for platform initiatives, translating business needs into well-defined work, managing backlogs, driving sprint execution, and ensuring adoption across Salesforce, data integrations, and internal tools.
We are looking for someone who combines strong project management discipline with systems thinking, product ownership, and the ability to push work forward across teams.
What You’ll Do:
Own Platform Initiatives End-to-End
- Evaluate new ideas and requests from business stakeholders
- Clarify problems before jumping to solutions
- Define requirements with clear and measurable business outcomes
- Translate needs into executable user stories with acceptance criteria
- Manage initiatives from discovery through release and adoption
- Drive post-launch feedback and iteration
Manage Enhancement Backlogs as Products
- Maintain a clean, prioritized backlog
- Balance quick wins with long-term structural improvements
- Run backlog grooming with developers
- Ensure user stories are properly scoped before entering sprint and updated regularly
- Track delivery progress and unblock issues quickly
Partner with Developers & Admins
- Translate business requirements into technical-ready work
- Align on scope before sprint commitments
- Hold developers accountable to sprint hygiene
- Manage trade-offs between speed and sustainability
- Think structurally and understand system constraints.
Drive Cross-Functional Coordination
- Align and coordinate stakeholders across all departments
- Manage competing priorities transparently
- Run project working sessions
- Identify downstream impacts across systems
- Ensure handoffs between teams are documented and repeatable
Adoption, Training & Continuous Improvement
- Create documentation and process maps
- Run training sessions when new functionality launches
- Gather structured user feedback
- Identify workflow breakdowns or adoption gaps
- Propose iterative improvements
Qualifications
Required
- 4+ years in Revenue Operations, Business Analysis, Product Operations, Product Management, or Project Management
- Experience working with CRM systems (Salesforce strongly preferred)
- Strong ability to write structured requirements and user stories
- Proven track record of driving initiatives across multiple stakeholders
- Strong executive communication skills
Preferred
- Experience working in financial services or wealth management
- Familiarity with APIs, integrations, and data flows
- Experience acting as a product owner
- Exposure to workflow automation tools or low-code platforms
- Experience operating in sprint-based development environments
Traits We Value
- Structured thinker who brings clarity to ambiguity
- Naturally proactive
- Comfortable pushing for accountability
- Systems-oriented (thinks upstream and downstream)
- Comfortable with executive stakeholders
- Low ego, high ownership
- Strong written communicator
- Bias toward simplification
- Leads with curiosity
- Always learning
- No task is too small mindset
Ready to apply?
Apply to IEQ Capital
Platform Business Analyst
Share this 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, generating exceptional investment results 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 fiduciary 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
IEQ Capital is seeking a highly driven Business Analyst to join our Platform Team. This role operates at the intersection of business, product, operations, and engineering.
The Business Analyst acts as a product owner and execution lead for platform initiatives, translating business needs into well-defined work, managing backlogs, driving sprint execution, and ensuring adoption across Salesforce, data integrations, and internal tools.
We are looking for someone who combines strong project management discipline with systems thinking, product ownership, and the ability to push work forward across teams.
What You’ll Do:
Own Platform Initiatives End-to-End
- Evaluate new ideas and requests from business stakeholders
- Clarify problems before jumping to solutions
- Define requirements with clear and measurable business outcomes
- Translate needs into executable user stories with acceptance criteria
- Manage initiatives from discovery through release and adoption
- Drive post-launch feedback and iteration
Manage Enhancement Backlogs as Products
- Maintain a clean, prioritized backlog
- Balance quick wins with long-term structural improvements
- Run backlog grooming with developers
- Ensure user stories are properly scoped before entering sprint and updated regularly
- Track delivery progress and unblock issues quickly
Partner with Developers & Admins
- Translate business requirements into technical-ready work
- Align on scope before sprint commitments
- Hold developers accountable to sprint hygiene
- Manage trade-offs between speed and sustainability
- Think structurally and understand system constraints.
Drive Cross-Functional Coordination
- Align and coordinate stakeholders across all departments
- Manage competing priorities transparently
- Run project working sessions
- Identify downstream impacts across systems
- Ensure handoffs between teams are documented and repeatable
Adoption, Training & Continuous Improvement
- Create documentation and process maps
- Run training sessions when new functionality launches
- Gather structured user feedback
- Identify workflow breakdowns or adoption gaps
- Propose iterative improvements
Qualifications
Required
- 4+ years in Revenue Operations, Business Analysis, Product Operations, Product Management, or Project Management
- Experience working with CRM systems (Salesforce strongly preferred)
- Strong ability to write structured requirements and user stories
- Proven track record of driving initiatives across multiple stakeholders
- Strong executive communication skills
Preferred
- Experience working in financial services or wealth management
- Familiarity with APIs, integrations, and data flows
- Experience acting as a product owner
- Exposure to workflow automation tools or low-code platforms
- Experience operating in sprint-based development environments
Traits We Value
- Structured thinker who brings clarity to ambiguity
- Naturally proactive
- Comfortable pushing for accountability
- Systems-oriented (thinks upstream and downstream)
- Comfortable with executive stakeholders
- Low ego, high ownership
- Strong written communicator
- Bias toward simplification
- Leads with curiosity
- Always learning
- No task is too small mindset
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $100,000 - $150,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Senior Associate, Wealth Management
Share this 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
IEQ Capital is looking for a motivated professional to join our San Francisco-based team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
- Support the Partners and their team by providing operational functions such as:
- Money movement (i.e. wire and journals)
- Account creation and maintenance
- Client and prospect meeting preparation
- Placing trades on behalf of client
- Interact with clients supporting all aspects of their servicing needs
- Researching client inquiries and managing the follow-up communication
- Construct client performance and asset allocation reports
- Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
- Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)
Qualifications
- 2+ years of relevant work experience
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Good verbal and communications skills
- Good 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
- “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 $95,000-$130,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Senior Associate, Wealth Management
Share this 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
IEQ Capital is looking for a motivated professional to join our team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
- Support the Partners and their team by providing operational functions such as:
- Money movement (i.e. wire and journals)
- Account creation and maintenance
- Client and prospect meeting preparation
- Placing trades on behalf of client
- Interact with clients supporting all aspects of their servicing needs
- Researching client inquiries and managing the follow-up communication
- Construct client performance and asset allocation reports
- Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
- Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)
Qualifications
- 2+ years of relevant work experience
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Good verbal and communications skills
- Good 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
- “No task is too small” mentality
- Bachelor’s degree is required
Compensation
The salary range for this role, inclusive of base and bonus, is $95,000 - $130,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Senior Associate, Wealth Management
Share this 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
IEQ Capital is looking for a motivated professional to join our team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
- Support the Partners and their team by providing operational functions such as:
- Money movement (i.e. wire and journals)
- Account creation and maintenance
- Client and prospect meeting preparation
- Placing trades on behalf of client
- Interact with clients supporting all aspects of their servicing needs
- Researching client inquiries and managing the follow-up communication
- Construct client performance and asset allocation reports
- Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
- Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)
Qualifications
- 2+ years of relevant work experience
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Good verbal and communications skills
- Good 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
- “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 $95,000-$130,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Senior Associate, Wealth Management
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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
IEQ Capital is looking for a motivated professional to join our team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
- Support the Partners and their team by providing operational functions such as:
- Money movement (i.e. wire and journals)
- Account creation and maintenance
- Client and prospect meeting preparation
- Placing trades on behalf of client
- Interact with clients supporting all aspects of their servicing needs
- Researching client inquiries and managing the follow-up communication
- Construct client performance and asset allocation reports
- Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
- Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)
Qualifications
- 2+ years of relevant work experience
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Good verbal and communications skills
- Good 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
- “No task is too small” mentality
- Bachelor’s degree is required
Career Path
You should expect to hold the Senior Associate position for 18-24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and “out-of-the-box” thinking, as well as a “roll-up-your sleeves” work mentality.
Ready to apply?
Apply to IEQ Capital
Talent Acquisition Associate, Human Capital
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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, generating exceptional investment results 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 fiduciary 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
At IEQ Capital, we’re always looking to strengthen the organization by adding exceptional people to our team. We are seeking a Talent Acquisition Associate to support the firm’s hiring efforts by sourcing, identifying, and managing candidates through the full recruiting lifecycle.
This role is ideal for someone with 1–3 years of recruiting experience who has experience sourcing candidates and running full-cycle recruiting processes. The right candidate is organized, proactive, and comfortable partnering with hiring managers across the firm to build strong candidate pipelines. Experience recruiting within financial services or wealth management is a strong plus.
Responsibilities include, but are not limited to:
- Partner with hiring managers to understand hiring needs, role requirements, and candidate profiles
- Manage the full-cycle recruiting process, from sourcing and screening through offer stage
- Proactively source candidates through LinkedIn, professional networks, referrals, universities, and external partners
- Screen resumes and conduct initial candidate outreach and interviews
- Build and maintain candidate pipelines for current and future hiring needs
- Coordinate and schedule interviews while ensuring a strong candidate experience
- Maintain accurate recruiting records and documentation in the ATS
- Track and compile recruiting data to support hiring decisions and process improvements
- Support recruiting events, internship programs, and university partnerships
Qualifications
- 1–3 years of experience in talent acquisition, recruiting, or a related role
- Experience managing full-cycle recruiting and proactively sourcing candidates
- Strong organizational skills with the ability to manage multiple searches simultaneously
- Experience using Greenhouse or other Applicant Tracking Systems (ATS)
- Proficiency sourcing candidates using LinkedIn Recruiter, professional networks, referrals and university connections
- Strong communication and relationship-building skills when working with candidates and hiring managers
- Experience recruiting within financial services, asset management, or wealth management is a strong plus
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $95,000 - $115,000, depending on skills and experience.
Ready to apply?
Apply to IEQ Capital
Team Lead, Wealth Management
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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
The Team Lead role is designed to centralize managerial responsibilities within a client service team, empowering fellow team members to focus on service and client relationship management and other firm level priorities. The TL is critical to supporting the client-facing team in strategic planning, communication management, and overall team organization. The TL will work in conjunction with the Team Manager to manage the entire coverage team.
Team Leads enhance and manage scaling of individual and teamwide capabilities, with direct reports including team members at the Associate and Senior Associate levels. Team Leads actively train, educate, and engage with junior team members to promote growth and career advancement, specifically on client service and relationship management and investment knowledge.
Team Leads work closely with their client-service teams to manage important elements of day-to-day responsibilities and ensure tasks are prioritized accordingly. This involvement enables proper identification of opportunities for improvement and development and mitigates risks and potential issues. Team Leads will tactically reassign projects or tasks between members of their team to meet deadlines as needed.
This role is designed for those that have experience in:
- Project management
- A strong foundation in strategic planning
- Client facing experience in wealth management
- People management
- Leading and developing teams
- Managing complex workloads
Duties and responsibilities include, but are not limited to:
- Managing day-to-day team operations, ensuring tasks and projects are appropriately prioritized and executed in a timely manner
- Help with resource planning, workflow management, and prioritization of teamwide initiatives
- Identifying opportunities for process improvement and operational efficiency
- Work with internal teams to promote and launch firmwide initiatives
- Assigning projects or responsibilities as needed to meet deadlines, balance workloads, and address evolving business needs
- Interacting with Associates and Senior Associates to support all aspects of client servicing needs:
- Escalate client items, assist TM in managing follow up communication, managing team members workload, ongoing client projects, and conducting quarterly performance reviews
- Management and training of junior team members to promote individual and team growth
- Management of associates and senior associates on the HR side:
- Approving time off, leading mid-year and year-end reviews, hiring and interviewing new team members
Qualifications
- 3-5 years of wealth management experience
- 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 building 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
- Experience with Fidelity Investments is a plus
- “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.
Ready to apply?
Apply to IEQ Capital
Team Lead, Wealth Management
Share this 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
The Team Lead role is designed to centralize managerial responsibilities within a client service team, empowering fellow team members to focus on service and client relationship management and other firm level priorities. The TL is critical to supporting the client-facing team in strategic planning, communication management, and overall team organization. The TL will work in conjunction with the Team Manager to manage the entire coverage team.
Team Leads enhance and manage scaling of individual and teamwide capabilities, with direct reports including team members at the Associate and Senior Associate levels. Team Leads actively train, educate, and engage with junior team members to promote growth and career advancement, specifically on client service and relationship management and investment knowledge.
Team Leads work closely with their client-service teams to manage important elements of day-to-day responsibilities and ensure tasks are prioritized accordingly. This involvement enables proper identification of opportunities for improvement and development and mitigates risks and potential issues. Team Leads will tactically reassign projects or tasks between members of their team to meet deadlines as needed.
This role is designed for those that have experience in:
- Project management
- A strong foundation in strategic planning
- Client facing experience in wealth management
- People management
- Leading and developing teams
- Managing complex workloads
Duties and responsibilities include, but are not limited to:
- Managing day-to-day team operations, ensuring tasks and projects are appropriately prioritized and executed in a timely manner
- Help with resource planning, workflow management, and prioritization of teamwide initiatives
- Identifying opportunities for process improvement and operational efficiency
- Work with internal teams to promote and launch firmwide initiatives
- Assigning projects or responsibilities as needed to meet deadlines, balance workloads, and address evolving business needs
- Interacting with Associates and Senior Associates to support all aspects of client servicing needs:
- Escalate client items, assist TM in managing follow up communication, managing team members workload, ongoing client projects, and conducting quarterly performance reviews
- Management and training of junior team members to promote individual and team growth
- Management of associates and senior associates on the HR side:
- Approving time off, leading mid-year and year-end reviews, hiring and interviewing new team members
Qualifications
- 3-5 years of wealth management experience
- 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 building 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
- Experience with Fidelity Investments is a plus
- “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.
Ready to apply?
Apply to IEQ Capital