Associate Director, Wealth Management
IEQ Capital
Salary undisclosed
Need a reasonable accommodation to apply or interview? Contact us.
JobMinglr uses automated technology to recommend jobs based on profile information and job preferences. Match Score does not determine eligibility for a position, prevent a user from viewing or applying to a job, or make hiring decisions on behalf of an employer.
Description
Who are we?
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.
The Role
We are looking for a motivated professional to join our 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
Qualifications
- 3-5+ years of wealth management experience
- Exceptional organizational skills, attention to detail
- Exceptional written and verbal communications skills
- Ability to think critically, anticipate issues and prioritize multiple projects
- Familiarity with operational aspects of business (new account openings, disbursements, etc.)
- Exceptional relationship buildings 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
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.
About this role
IEQ Capital, a Registered Investment Advisor in Los Angeles, is seeking an Associate Director to serve as a key operational and client-facing contributor within their wealth management practice. You'd support the leadership team across portfolio analysis, trade execution, account maintenance, and client meeting preparation while also taking on direct advisory responsibilities—reviewing alternative investments, constructing performance reports, and delivering customized financial strategies to clients. The role sits at the intersection of back-office operations and front-office relationship management, requiring you to move fluidly between analytical work and client interaction.
The ideal candidate brings three to five years of wealth management experience and demonstrates strong organizational discipline, written and verbal communication, and relationship-building ability. You'll need to handle multiple priorities in a fast-paced environment, think critically to anticipate client needs, and manage the operational details that keep advisory practices running smoothly. Familiarity with Salesforce, Fidelity Investments, or credentials like CFA, CFP, or CAIA would strengthen your candidacy, though the core requirement is a bachelor's degree and a genuine willingness to own tasks at any level.
Compensation ranges from $135,000 to $175,000 based on experience and skills. This is an in-office role in Los Angeles, suited for someone who values working within an independent, employee-owned firm where client interests come first and collaboration drives the culture.
This role's local market on JobMinglr
Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Associate Director, Wealth Management postings in Los Angeles, and analyze any offer before you accept it.
Before you apply, worth reading
How JobMinglr reads this job
Every listing here is scored against your profile before you apply: skills overlap, experience level, location and work arrangement, each weighted and explained. You see the score and the reasons, not just a list. How the matching works.