Associate Director, Wealth Management

IEQ CapitalLos Angeles, CA

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Job Description

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 Los Angeles-based 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.

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FAQs About Associate Director, Wealth Management Jobs at IEQ Capital

What is the work location for this position at IEQ Capital?

This job at IEQ Capital is located in Los Angeles, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at IEQ Capital?

Employer has not shared pay details for this role.

What employment applies to this position at IEQ Capital?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at IEQ Capital?

You can apply for this role at IEQ Capital either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.