Associate Director, Wealth Management

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.

We are looking for a motivated professional to join our Atlanta‑based team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:

• Support to CEOs and Partners by providing service and support functions such as:
  • Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
• Review various non‑publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
• Construct performance and asset allocation reports along with the recommended portfolio changes
• Provide exceptional service and devise customized financial strategies for existing/prospective clients
• Provide investment advice to clients in meetings with CEOs and Partners
• Interact with clients, supporting all aspects of their servicing needs:
  • Researching client inquiries, managing follow up communication and conducting quarterly performance reviews

• 3‑5+ years of wealth management experience
• Exceptional organizational skills, attention to detail
• Exceptional written and verbal communication skills
• Ability to think critically, anticipate issues and prioritize multiple projects
• Familiarity with operational aspects of business (new account openings, disbursements, etc.)
• Exceptional relationship building skills both inside and outside of the organization
• Ability to work in a fast paced, high‑volume, high‑pressure environment
• Experience with Salesforce is a plus
• CFA, CFP, CAIA designation is a plus
• Experience with Fidelity Investments is a plus
• “No task is too small” mentality
• Bachelor’s degree is required

As set forth in IEQ Capital’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Please be advised that IEQ is a mandatory vaccination employer. If you join IEQ’s team, you will need to provide proof of your vaccination status, and, if not vaccinated, obtain an approved‑vaccine, unless a medical or religious exemption applies. Please check the box below to acknowledge this policy.