Director, Wealth Management

IEQ Capital
Atlanta, GA
On-site

Who this role is best for

A natural match if you have 6-9+ years of managing client relationships in wealth management.

Best fit for

  • Candidates with 6-9+ years of experience in wealth management and a track record in alternative investments
    — “6-9+ years of wealth management experience”
  • Professionals who thrive in collaborative, values-driven environments and prioritize client-centric service
    — “values-oriented culture that fosters connection and collaboration with our clients”
  • Individuals who have experience in constructing performance reports and offering tailored financial strategies
    — “Construct performance and asset allocation reports along with the recommended portfolio changes”

Things to consider

  • The role demands a high level of detail orientation and consistent client interaction.
    — “Exceptional organizational skills, attention to detail”
  • Candidates must be prepared to handle a high-pressure environment with multiple simultaneous priorities.
    — “Ability to think critically, anticipate issues and prioritize multiple projects”

How to stand out

  • Highlight experience in preparing client meetings and managing portfolio analysis in your resume.
    — “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”
  • Emphasize your ability to customize financial strategies for clients based on their unique needs.
    — “Provide exceptional service and devise customized financial strategies for existing/prospective clients”
  • Demonstrate your ability to communicate complex investment strategies clearly to clients.
    — “Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • managing client relationships
  • constructing performance reports
  • providing investment advice
Typical background
6-9+ years of wealth management experienceexceptional organizational and communication skills

Skills & requirements

Required

Wealth ManagementPortfolio AnalysisClient Relationship ManagementInvestment Advice

Preferred

Alternative InvestmentsPerformance ReportingClient Servicing

Stack & domain

Wealth ManagementPortfolio AnalysisTrade ExecutionAccount MaintenanceClient/prospect Meeting PreparationAlternative InvestmentsPerformance And Asset Allocation ReportsCustomized Financial StrategiesInvestment AdviceClient Servicing NeedsResearching Client InquiriesManaging Follow Up CommunicationQuarterly Performance ReviewsOperational Aspects Of BusinessNew Account OpeningsDisbursementsSalesforceCFACFPCAIAExceptional Organizational SkillsAttention To DetailExceptional Written And Verbal Communications SkillsCritical ThinkingAnticipating IssuesPrioritizing Multiple ProjectsRelationship BuildingFast PacedHigh VolumeHigh PressureNo Task Is Too SmallInvestment AdvisoryFiduciary StandardClient Relationship Management

About the role

Original posting from IEQ Capital via Greenhouse

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 

#LI-JK1 #LI-Hybrid

Source: IEQ Capital careers (Greenhouse)

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