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Associate Director, Wealth Management — Client Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-18
Listing for:
Ieqcapital
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
IEQ Capital is seeking an Associate Director to join our client‑facing wealth management team in New York. You will work closely with CEOs and Partners to manage important client relationships and servicing duties.
Responsibilities include portfolio analysis, trade execution, account maintenance, and preparing meetings. You will review alternative investments, construct reports, and propose portfolio changes while delivering tailored financial strategies.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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