Associate Director, Wealth Management at IEQ Capital

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

175000.0

Posted On

06 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Relationship Management, Portfolio Analysis, Trade Execution, Account Maintenance, Performance Reporting, Financial Strategies, Investment Advice, Communication Skills, Organizational Skills, Critical Thinking, Salesforce, CFA, CFP, CAIA, Fidelity Investments

Industry

Financial Services

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.

Responsibilities

The Associate Director will manage important aspects of client relationships, including portfolio analysis and providing customized financial strategies. The role involves supporting CEOs and Partners, conducting performance reviews, and interacting with clients to address their servicing needs.