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The Associate Director will manage client relationships, provide portfolio analysis, review alternative investments, construct performance reports, and offer customized investment strategies. The role requires strong communication and organizational skills, with a focus on exceptional client service and support functions.

As an Associate Director in Wealth Management, you will manage client relationships, provide support to leadership, conduct portfolio analyses, construct performance reports, and create customized financial strategies for clients, all while ensuring exceptional service and handling client inquiries.

The Senior Associate in Wealth Management will support partners by managing client relationships and operational functions, participate in client meetings, and create performance reports. Responsibilities include money movement, client communications, and developing customized financial strategies. The role promotes professional growth within a fast-paced environment.

Seeking a motivated professional with 3-5+ years of wealth management experience to join as an Associate Director at IEQ Capital. Responsibilities include managing client relationships, providing investment advice, and implementing financial strategies for clients. Must have exceptional organizational and communication skills, as well as the ability to work in a fast-paced environment. Salesforce and Fidelity Investments experience is a plus. Bachelor's degree required.

The Associate Director will manage client relationships by providing portfolio analysis, trade execution, and customized financial strategies. The role involves preparing for client meetings, reviewing alternative investments, and conducting performance evaluations. Strong organizational and relationship-building skills are essential.

The Salesforce Administrator at IEQ Capital will manage the Salesforce environment, assess operations, streamline workflows, identify automation opportunities, and collaborate on firmwide initiatives. Responsibilities include driving high-impact initiatives, creating workflows, collaborating with teams, optimizing Salesforce structure, and reporting data flow.

The Associate will support Partners by managing operational functions such as account maintenance, money movement, and portfolio performance updates. They will communicate with clients about transactions and participate in educational sessions to expand their market knowledge. This role is designed for growth within the company, offering the opportunity to advance to more senior positions.