Search the 2 jobs at IEQ Capital

The Associate Director, Wealth Management will manage client relationships, support CEOs and Partners, conduct portfolio analysis, execute trades, and construct investment performance reports. This role requires exceptional communication and organizational skills and familiarity with wealth management operations.

The Senior Associate will manage client relationships, provide operational support, prepare for client meetings, and construct performance reports. This role involves interacting with clients, anticipating issues, and devising customized financial strategies while working in a high-pressure environment.