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.

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.

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.

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.