Associate Director, Wealth Management

<h3><strong>Who are we?</strong></h3> <p>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.</p> <h3><strong>The Role</strong></h3> <p><span data-contrast="auto">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:</span><span data-ccp-props="{&quot;201341983&quot;:1,&quot;335559740&quot;:320}">&nbsp;</span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Support to CEOs and Partners by providing service and support functions such as:&nbsp;</span><span data-ccp-props="{&quot;201341983&quot;:1,&quot;335559740&quot;:320}">&nbsp;</span></li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="2"><span data-contrast="auto">Portfolio analysis, trade execution, account&nbsp;maintenance&nbsp;and client/prospect meeting preparation</span><span data-ccp-props="{&quot;201341983&quot;:1,&quot;335559740&quot;:320}">&nbsp;&l