Director, Wealth Management

San Francisco, CAHybridFull TimeDirector$170,000–$225,000 /yrPosted 1 month ago

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Required skills

Wealth Management
Investment Advisory
Portfolio Analysis
Trade Execution
Account Maintenance
Client Meeting Preparation
Alternative Investments
Performance Reports
Asset Allocation
Financial Strategies

Nice to have

Salesforce
CFA
CFP
CAIA
Fidelity Investments

Role summary

IEQ Capital, a Registered Investment Advisor, seeks a Director for its Wealth Management team. This role focuses on managing client relationships, providing investment advice, and supporting Managing Directors and Partners. Responsibilities include portfolio analysis, trade execution, account maintenance, preparing client reports, and communicating investment strategies. The ideal candidate has 6-9+ years of wealth management experience, exceptional organizational and communication skills, and familiarity with operational aspects. Experience with Salesforce, CFA, CFP, CAIA designations, or Fidelity Investments is a plus. The role requires a Bachelor's degree and offers a salary range of $170,000 - $225,000.

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.

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