ieq capitalFoster City, CA
Senior Family Office Operations Lead
Senior Family Office Operations Lead
Senior Family Office Operations Lead
ieq capitalFoster City, CA
yesterday
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency Accounts
Apply for this role →IEQ Capital seeks an experienced family office professional to join a dedicated client team in Foster City, CA. The Family Office Lead will coordinate across tax, estate planning, legal, insurance, banking, and operations for a select group of complex client relationships. This role blends project leadership with hands-on execution, including coordinating wire transfers, NDAs, documents, and signature packages while maintaining trackers and status updates in a fast-paced, confidential
Also on the board Same function, level within a rung
Level
Lead
Location
Foster City, CA
Occupation
Financial Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday