Associate, Business Development

San Francisco, CAOnsiteFull TimeEntry-level (exp-based)$70,000–$105,000 /yrPosted 1 day ago

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Required skills

Business Development
pipeline management
liquidity events
prospect leads
outreach campaigns
analytics
investment philosophy
Microsoft Office Suite
Salesforce

Nice to have

financial services
wealth management

Role summary

IEQ Capital, a Registered Investment Advisor, is seeking a Business Development Associate to support advisors in sourcing new business, identifying liquidity events, qualifying leads, and managing opportunity pipelines. This role is crucial for proactive growth efforts and assists in all phases of the prospecting process. The associate will partner with advisors, monitor deal activity, identify potential prospects, execute outreach campaigns, and build analytics to uncover high-value opportunities. The position offers the chance to learn from experienced advisors and senior leadership within a values-oriented culture. A background in financial services/wealth management and experience with Microsoft Office Suite and Salesforce are preferred.

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 the Business Development Team. The Business Development Associate plays a critical role in supporting IEQ Advisors in sourcing new business, identifying and tracking liquidity events, qualifying potential prospect leads, managing opportunity pipelines, and more. This role is essential in helping our advisors stay organized and proactive in their growth efforts and assists in every phase of the prospecting process. The Business Development Associate will have the opportunity to work closely with and learn from IEQ Advisors and Senior Firm Leadership. Duties and responsibilities include, but are not limited to:

Partner with specific IEQ Advisors on an ongoing basis to manage growth pipelines, spur proactive activity, and ensure consistent and prompt follow-up on all open new business opportunities.

Regularly monitor deal activity/liquidity events across the United States to surface potential prospects.

Identify trending companies and potentially qualified individuals associated with those companies for IEQ advisors to pursue.

Utilize firm technology to structure and execute broad outreach campaigns to generate connectivity with potential prospects.

Build analytics to identify future high-value opportunities through research.

Develop an understanding of IEQs investment philosophy and broader spectrum of service offerings.

Qualifications

1-2+ years of relevant work experience preferred.

Candidate must thrive in and be able to keep up with a dynamic, fast paced environment.

High-level of integrity and humility.

Must be able to think critically, effectively, anticipate needs and be a natural problem-solver.

Excellent written and verbal communication skills.

Experience owning projects & initiatives while delegating responsibilities as needed.

Must have high attention to detail in all aspects of the role, work quickly and accurately.

Must be self-directed and able to work with individuals at all levels, including executive management.

Background in financial services/wealth management industry preferred

Experience with Microsoft Office Suite and Salesforce preferred

Compensation

The total compensation range for this role, inclusive of base salary and bonus is, $70,000-$105,000, depending on skills and experience.

Ready to apply?

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