IEQ Capital is a Registered Investment Advisor managing $36.8 billion in RAUM, dedicated to transforming traditional wealth management by integrating intellectual and emotional quotient into investment strategies. Focused on delivering exceptional results through a values-oriented culture that fosters client connection and collaboration, IEQ helps clients achieve their financial goals without the limitations of larger organizations.
Open Positions
Associate, Wealth Management
Bachelor's degree required. 1-2 years of relevant experience is preferred. Must be detail-oriented and possess strong communication skills
Associate Director, Cashiering & Bill Pay
Bachelor’s degree in Finance or related field, 3+ years of experience in cashiering or similar roles, demonstrated leadership experience
IT Governance & Compliance Manager
5+ years IT governance/compliance/risk exp. Strong knowledge of cybersecurity & IT governance. Experience with MSPs & IT vendors
Associate, Client Operations
Bachelor's degree required. 0-2+ years of relevant experience in operations/financial services. Strong organizational and communication skills
Billing Analyst
Bachelor's degree in Finance/Accounting. 1-2 years of experience in billing operations. Strong analytical and communication skills
Senior Associate, Wealth Management
2+ years exp. Bachelor's degree required. Strong organizational & communication skills are key
Senior Accountant
Bachelor's degree in Accounting/Finance, CPA or progress towards certification preferred. 3+ years of accounting experience. Strong GAAP and financial services knowledge are essential
Associate, Wealth Management
1-2+ years of relevant experience or internship preferred. Bachelor's degree required. Interest in financial markets a plus
Associate Director, Wealth Management
3-5+ years wealth management experience needed. Bachelor's degree required. Strong organizational, communication, and analytical skills are essential
Senior Associate, Wealth Management
Bachelor's degree required. 2+ years of experience. Strong organizational and communication skills, and the ability to thrive in fast-paced environments
+21 More Jobs Available!
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