Associate, Wealth Management

San Francisco, CAHybridInternshipEntry-level (exp-based)$95,000–$115,000 /yrPosted 2 months ago

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Salesforce

Role summary

IEQ Capital, a Registered Investment Advisor, seeks a motivated Associate to join their wealth management team. This role supports Partners with operational functions like money movement, account management, project management, and database maintenance. The Associate will also communicate with clients regarding transactions and ensure adherence to compliance standards. The position offers upward mobility within the firm, with a salary range of $95,000 - $115,000. A Bachelor's degree and 1-2+ years of relevant experience are preferred, along with strong organizational, critical thinking, and communication skills. Experience with Salesforce is a plus.

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 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 $95,000 - $115,000, depending on skills and experience.

#LI-Hybrid

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