Senior Associate, Inorganic Growth

New York, NYOnsiteFull TimeSenior$120,000–$140,000 /yrPosted 1 month ago

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Required skills

Salesforce
pipeline management
relationship development
business process management
wealth management
sales cycle execution
Microsoft Office Suite

Nice to have

marketing
data management
reporting
differentiated investment options

Role summary

IEQ Capital, a Registered Investment Advisor, is seeking a Senior Associate for its Inorganic Growth team. This hybrid role supports wealth advisor hiring through sales and marketing support, relationship development, and business process management. Responsibilities include pipeline management, sourcing research, sales cycle execution, Salesforce record management, and coordinating with internal teams and external recruiters. The ideal candidate has 2-4 years of wealth management experience, strong Salesforce and data management skills, and excellent communication and organizational abilities. A Bachelor's degree is required.

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 human Swiss Army knife to join our Inorganic Growth team as a Senior Associate. This role is a mix of sales and marketing support, relationship development and business process management in a high growth environment. IEQ’s Inorganic Growth team is responsible for hiring Wealth Advisors. Key activities for this function include pipeline and data management, research to source and identify suitable teams and businesses, and participating in sales and diligence calls with advisors. This role will be most involved with pipeline management, sourcing research, and assisting our Director of Inorganic Growth with sales cycle execution.

Specific responsibilities will include but not be limited to:

Supporting the inorganic growth opportunity pipeline through daily collaboration with the Director of Inorganic Growth to ensure opportunities are advancing and reported on accordingly

Facilitating the sales process by addressing areas of inquiry, helping to create or manage new materials, and assisting in the mutual diligence process between IEQ and advisors

Assistance with setting up and managing home office visits, ensuring a smooth and informative mutual diligence experience

Documentation and logging of information gleaned from teams and development of processes to consume and evaluate that information internally

Proactive “campaign” data management and tracking of opportunities both outside and within the firm’s Salesforce environment

Creation and maintenance of candidate Salesforce records and daily management of status, action items and open item facilitation for each team

Facilitation and support of business diligence, and collaboration with key internal partners across Human Capital, Marketing, Leadership Team, Legal, Operations, Investment Research, and Finance functions to help prepare for the arrival of teams

Coordination of third-party recruiter partners including relationship development, candidate vetting and process management

Development of tools, memoranda, models, reporting and other documentation to improve the overall business process and memorialization of the process

Qualifications

2-4 years+ of wealth management experience or directly related industry experience

Dynamic and flexible orientation with ability to pivot and refocus regularly and work in many different ways – data management, reporting, sales and marketing, and relationship development skill sets highly desired

Knowledge and familiarity with Salesforce data entry, report generation, and other data management experience preferred

Passion for and interest in differentiated investment options

Exceptional organizational skills, attention to detail

Microsoft Office suite knowledge and expertise

Exceptional presentation, written and verbal communications skills

Ability to think critically, anticipate issues, and prioritize multiple projects

Relationship buildings skills both inside and outside of the organization

Ability to work in a fast paced, high-volume, high-pressure environment

“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 $120,000-$140,000, depending on skills and experience.

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