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
IEQ Capital is seeking a proactive and detail-oriented IT Administrator to oversee IT operations, security, and infrastructure management. This individual will work closely with Xantrion (our Managed Service Provider), Compliance, and Finance teams to ensure seamless IT operations, regulatory compliance, and a secure, efficient IT environment.
Key Responsibilities
- IT Strategy & Compliance: Develop and execute IT strategies aligned with firm objectives; ensure SEC, FINRA, and cybersecurity compliance.
- Infrastructure & System Administration: Maintain and troubleshoot network infrastructure, cloud environments, servers, and storage solutions (e.g., Azure, Windows Server, Active Directory).
- Security & Risk Management: Monitor firewalls, multi-factor authentication (MFA), endpoint security, and threat detection tools to mitigate cybersecurity risks.
- Vendor & Budget Management: Oversee IT vendors, assess performance, negotiate renewals, manage SLAs, and align IT budgets with Finance.
- User & Identity Management: Manage Active Directory, Single Sign-On (SSO), user provisioning, and access permissions across IT systems.
- Automation & Process Optimization: Utilize PowerShell, Python, or scripting tools to automate IT administration, security, and system monitoring tasks.
- Change Management & IT Governance: Review and approve non-standard software/hardware changes, distribution list modifications, and security-related requests.
- Help Desk & Support Escalation: Provide Tier 2/3 support for critical IT issues and escalate unresolved matters to vendors as needed.
- Disaster Recovery & Business Continuity: Manage backup/recovery strategies, conduct regular disaster recovery testing, and ensure business continuity planning.
- Project Management & IT Roadmap Execution: Lead IT projects, including hardware refresh cycles, network upgrades, cloud migrations, and system rollouts.
- Asset & Inventory Management: Track IT hardware/software assets, manage licensing renewals, and optimize resource allocation.
Qualifications
- 5+ years of IT administration experience, preferably in a financial services or regulated industry.
- Strong knowledge of network infrastructure, cybersecurity best practices, and IT governance.
- Experience working with Managed Service Providers (MSPs) and IT vendors for security, infrastructure, and cloud services.
- Familiarity with regulatory compliance frameworks (SEC, FINRA, SOC 2, WISP, etc.).
- Hands-on experience with IT budgeting, strategic planning, contract negotiations, and cost optimization.
- Strong technical troubleshooting skills with experience in Active Directory, Azure AD, Windows Server, and cloud environments.
- Experience with automating administrative tasks via PowerShell, Python, or scripting languages is a plus.
- Ability to manage IT projects, implement process improvements, and support a fast-paced, high-growth environment.
- Strong communication and stakeholder management skills to collaborate with business leaders, compliance, and vendors.
Career Path
Upward mobility isn’t just words on a page, it’s embedded in our culture. We look for individuals who are curious, who see gaps and find creative solutions, those who don’t stop until the work is done and always give more than what is asked. We value these individuals and want to see them grow and strive within the company.
Top Skills
What We Do
IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate 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.
*As of 3/31/22; *RAUM as of 12/31/2021 as reported in IEQ Capital’s Form ADV filed in March 2022 totaled $17.8bn.
The content of this website is for general, informational purposes. Nothing contained on this website should be construed as an offer to sell or the solicitation of any offer to buy any security or other financial instrument or product offered or managed by IEQ or any other issuer or company. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. Information on this website should not be the basis of or be relied upon for making business, investment or other decisions or used as a substitute for consultation with professional advisors, nor should it be construed as advice, endorsement or recommendation. Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.