Job Opportunities API

Who  a re  w e?   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.   W e 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 San Francisco-based team as an Associate. T h e Associate  will work closely with the rest of the team to manage important elements of the client relationshi p. This role will help   build the foundation you need to  successfully grow within the company.  If you are looking  to make an impact  on a thriving business,   want  upward mobility  within a firm , want to challenge yourself and  be a part of a  high-performing team,  this role may be   the one for you.  Duties and responsibilities include, but are not limited to :   Support  the Partners  and their team by providing operational funct ions such as:   Money movement  (i.e. wire and journals)   Account creation and maintenance   Ad hoc project management   Portfolio performance updates   Database management   Communicate with clients regarding transactions, such as asset transfers  and account opening  procedures   Participate  in educational sessions with  the senior  team members to expand the Associate’s knowledge of the markets and our business Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters. “Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners.  Qualifications   1-2+ years of relevant work or internship experience preferred   Deep curiosity about the  financial  markets   Exceptional organizational skills and attention to detail   Ability to t hink critically and anticipate issues   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   Experience with Salesforce is a plus   “No task is too small” mentality   Bachelor’s degree is required  Career Path You should expect to hold the Associate position for 18-24 months .   D uring  that   time ,  you will be evaluated  on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to  move on to a more senior role. We operate as a meritocracy and  incentivize leadership, initiative and “out-of-the-box” thinking , as well as a “roll-up-your sleeves” work mentality . A successful Associate will have opportunities to transition to a  more senior  client-facing  role or take on additional operational responsibilities. Associates with an