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 seeking a highly organized and proactive Project Coordinator (PC) to manage and coordinate team-wide and firm-wide projects. The PC will work closely with team COOs to understand priorities, ensuring timely execution of key initiatives. This role requires the ability to manage multiple projects simultaneously, track progress, and implement effective solutions.
The PC will take ownership of project deliverables, processes, and timelines, providing regular status updates and highlighting potential risks. Working collaboratively with team members, the PC will facilitate project completion by delivering tools, setting clear deadlines, and ensuring smooth execution.
The ideal candidate is an independent self-starter who thrives in a fast-paced, fluid environment while also excelling in team collaboration. Adaptability, problem-solving skills, and the ability to pivot based on shifting priorities are essential for success in this role.
Key Responsibilities
- Oversee all phases of project lifecycles, from initiation to completion.
- Work with COOs to allocate resources, implement solutions, and resolve project-related issues.
- Provide regular updates to the CEO and Partners on team progress, priorities, production statistics, onboarding progress, and fundraising status.
- Roll out and monitor progress on all team and firmwide projects for ~30 team members across two offices, ensuring deadlines and deliverables are met and exceeded.
- Define project scope, objectives, and deliverables, assigning tasks and tracking progress.
- Develop and maintain project performance databases, ensuring milestones and deadlines are met.
- Proactively monitor project activities, identifying potential risks and roadblocks.
- Maintain issue logs, prioritize problem resolution, and escalate concerns when necessary.
- Partner with key stakeholders and subject matter experts to align project deliverables with business goals.
Basic Qualifications
- Bachelor’s degree or equivalent experience.
- 5–7 years of experience in project coordination or a related role.
- Intermediate to advanced proficiency in PowerPoint and Excel is required.
- Proven ability to manage a portfolio of 15+ projects at different lifecycle stages.
- Strong analytical skills with the ability to synthesize complex information and tailor communication for various stakeholders.
- Experience managing cross-functional teams, including both senior and junior members.
- Ability to navigate escalation processes with confidence and professionalism.
- Excellent interpersonal skills, fostering trusted relationships within the team.
- Strong time management and organizational skills, with the ability to prioritize competing demands.
- Outstanding written, verbal, and presentation skills.
Preferred Qualifications
- Experience with Salesforce (strong plus).
- Background in Financial Services (a plus).
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.
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.
