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IEQ Capital4 days ago

Associate, Wealth Management

$95,000–$115,000 year

Hybrid · Foster City, California, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Small
Industry
Investment Services

Job Summary

The Associate will support Partners and the team with operational functions including money movement (wire and journals), account creation and maintenance, ad hoc project management, portfolio performance updates, and database management. The role involves communicating with clients regarding transactions (asset transfers and account opening procedures), participating in educational sessions to expand knowledge of markets and the business, and ensuring adherence to compliance standards and client privacy. Opportunity for upward mobility within the firm is highlighted, with a pathway from Associate to senior roles and potential transition to client-facing leadership positions. A Bachelor’s degree is required and 1-2+ years of relevant experience is preferred; Salesforce experience is a plus. Compensation ranges between $95,000 and $115,000 (base plus bonus). The role is hinted as hybrid and based in Foster City, California. LI-Hybrid.

Required Qualifications

  • Bachelor’s degree is required
  • 1-2+ years of relevant work or internship experience preferred
  • Experience with Salesforce is a plus
  • Exceptional verbal and written communications skills
  • Good relationship-building skills both inside and outside of the organization
  • Ability to work in a fast-paced, high-volume, high-pressure environment
  • “No task is too small” mentality

Desired Qualifications

  • Bachelor’s degree is required
  • 1-2+ years of relevant work or internship experience preferred
  • Experience with Salesforce is a plus
  • Exceptional verbal and written communications skills
  • Good relationship-building skills both inside and outside of the organization
  • Ability to work in a fast-paced, high-volume, high-pressure environment
  • “No task is too small” mentality
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$95k – $115k / yr

Associate, Wealth Management · IEQ Capital

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