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Associate Director, Wealth Management - Foster City, United States - IEQ Capital
1 week ago
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, 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 RoleWe are looking for a motivated professional to join our Foster City-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 $140,000-$160,000, depending on skills and experience.
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