ieq capitalMillbrae, CA
Director of Wealth Management Client-Centric Leader
Director of Wealth Management Client-Centric Leader
Director of Wealth Management Client-Centric Leader
ieq capitalMillbrae, CA
9 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)IEQ Capital LLC seeks a Director to manage key client relationships within our investment advisory practice. You will support senior leaders with portfolio analysis, reporting, and strategy development, while delivering exceptional client service and customized financial plans.
Ideal candidates bring 6–9+ years in wealth management, strong communication, and a proactive, detail-oriented mindset. CFA/CFP/CAIA and Salesforce experience are a plus. Bachelor's degree required.
Also on the board Same function, level within a rung
Level
Manager
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
9 days ago