IEQ Capital
Financial Services
Director,WealthManagement
“Director, Wealth Management at IEQ Capital. Skills: Wealth management, Client relationships, Investment advisory. Support Managing Directors and Partners. Provide service and support functions”
Industry & Context.
Anticipate issues
What They're Looking For.
Must Have
6-9+ years wealth management experience, Bachelor's degree required
Nice to Have
Salesforce experience is a plus, CFA designation is a plus, CFP designation is a plus, CAIA designation is a plus, Experience with Fidelity Investments is a plus
What You'll Do.
Support Managing Directors and Partners
Provide service and support functions
Prepare client/prospect meetings
Review alternative investments
Communicate investment strategies
Construct performance reports
Construct asset allocation reports
Recommend portfolio changes
Provide exceptional service
Devise customized financial strategies
Provide investment advice to clients
Interact with clients
Support client servicing
Research client inquiries
Manage follow up communication
Conduct quarterly performance reviews
How You'll Work.
Team & Collaboration
Work closely with team
Communication Scope
Written communication; Verbal communication
Applying for this Director, Wealth Management role?
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