{"id":1192721,"url":"https://alion.io/job/ieq-capital-associate-director-wealth-management","title":"Associate Director, Wealth Management","company":{"id":678347,"name":"IEQ Capital","domain":"ieqcapital.com","url":"https://alion.io/company/ieqcapital","size_band":"51-200","is_staffing_agency":false,"is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"C","score":66,"open_postings":34,"ghost_share":0.559,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-09-24T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":161000,"max_usd":298000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":840},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-10T19:42:24Z","employer_posted_date":"2026-09-24","last_verified_at":"2026-09-25T01:13:33Z","board_verified":true,"closed_at":null,"days_open":76,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":76},"description":"Who are we?\nIEQ 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.\nThe Role\nWe 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: \nSupport to CEOs and Partners by providing service and support functions such as: \nPortfolio analysis, trade execution, account maintenance and client/prospect meeting preparation \nReview various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients \nConstruct performance and asset allocation reports along with the recommended portfolio changes \nProvide exceptional service and devise customized financial strategies for existing/prospective clients \nProvide investment advice to clients in meetings with CEOs and Partners \nInteract with clients, supporting all aspects of their servicing needs: \nResearching client inquiries, managing follow up communication and conducting quarterly performance reviews \nQualifications\n3-5+ years of wealth management experience \nExceptional organizational skills, attention to detail \nExceptional written and verbal communications skills \nAbility to think critically, anticipate issues and prioritize multiple projects \nFamiliarity with operational aspects of business (new account openings, disbursements, etc.) \nExceptional relationship buildings skills both inside and outside of the organization \nAbility to work in a fast paced, high-volume, high-pressure environment \nExperience with Salesforce is a plus \nCFA, CFP, CAIA designation is a plus \nExperience with Fidelity Investments is a plus \n“No task is too small” mentality \nBachelor’s degree is required \nCompensation\nThe total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.\n#LI-JK1 #LI-Hybrid","description_format":"text","description_chars":2573,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Banking","Wealth Management","Asset Management","Financial Consulting"],"lifecycle":[{"event":"open","at":"2026-09-24T17:25:26Z"}],"liveness":{"score":14,"band":"cold","label":"Long shot","p_open":1,"p_active":0.506,"p_room":0.28,"age_days":76,"expected_fill_days":38,"reasons":["conf:0","win:tail","crowd:"],"computed_at":"2026-09-25T02:11:58Z"},"pay":null,"html_url":"https://alion.io/job/ieq-capital-associate-director-wealth-management","json_url":"https://alion.io/job/ieq-capital-associate-director-wealth-management.json","meta":{"generated_at":"2026-09-25T02:11:58Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":2291,"day_limit":5000,"remaining_today":2709,"minute_limit":60,"resets_at":"2026-09-26T00:00:00Z"}}}