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.

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.

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.

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.

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.

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, 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, 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.

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.