Wealth Management Associate Director, Client Strategy
IEQ Capital
IEQ Capital is seeking an Associate Director to manage critical client relationships within an investment advisory setting. You will support CEOs and Partners, prepare analyses, and deliver customized financial strategies, while guiding portfolio reviews and communications with clients. The role requires 3–5+ years in wealth management, strong communication, and a proactive, high-demand work approach. Bachelor’s degree is required; CFA/CFP/CAIA and Salesforce experience are pluses. #J-18808-Ljbffr IEQ Capital
Vacancy posted 4 days ago
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