Director, Wealth Management
IEQ Capital
Salary undisclosed
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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, generating exceptional investment results 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 fiduciary 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 a 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 who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
- Support to Managing Directors 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 Managing Directors and Partners (in some cases one-on-one with the client)
- Interact with clients, supporting all aspects of their servicing needs;
- Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
- 6-9+ 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 salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
About this role
IEQ Capital, a Registered Investment Advisor in Los Angeles, is seeking a Director to serve as a key operational and client-facing resource within its wealth management practice. You would support Managing Directors and Partners across portfolio analysis, trade execution, account maintenance, and client meetings, while also evaluating alternative investments and constructing performance reports. The role blends back-office competency with direct client interaction—you'd provide investment advice in client meetings, devise customized financial strategies, handle service requests, and manage follow-up communication and quarterly reviews.
The ideal candidate brings 6 to 9+ years of wealth management experience and demonstrates strong organizational skills, critical thinking, and relationship-building ability. You should be comfortable working in a fast-paced, high-volume environment, have solid familiarity with business operations like account openings and disbursements, and possess exceptional written and verbal communication skills. A bachelor's degree is required; CFA, CFP, or CAIA credentials and experience with Salesforce or Fidelity Investments are valued additions.
Compensation ranges from $170,000 to $225,000 depending on experience and qualifications. This is an in-office role at an independent, employee-owned firm that emphasizes fiduciary responsibility and a values-oriented culture, offering the chance to work in a smaller, more collaborative environment than traditional large institutions.
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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 Director, Wealth Management postings in Los Angeles, and analyze any offer before you accept it.
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