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.

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.

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.

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.

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.