{"id":1192723,"url":"https://alion.io/job/ieq-capital-senior-associate-wealth-management-2","title":"Senior Associate, 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,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"A","score":89,"open_postings":28,"ghost_share":0.107,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":89,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":104000,"max_usd":200000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":5022},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-09-22T18:43:29Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-11-03T20:33:48Z","board_verified":false,"closed_at":"2026-11-03T20:33:48Z","days_open":42,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":41},"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\nIEQ Capital is looking for a motivated professional to join our team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:\nSupport the Partners and their team by providing operational functions such as:Money movement (i.e. wire and journals)\nAccount creation and maintenance\nClient and prospect meeting preparation\nPlacing trades on behalf of client\n\nInteract with clients supporting all aspects of their servicing needs\nResearching client inquiries and managing the follow-up communication\nConstruct client performance and asset allocation reports\nCollaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients\nParticipate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)\nQualifications\n2+ years of relevant work experience\nDeep curiosity about the financial markets\nExceptional organizational skills and attention to detail\nAbility to think critically and anticipate issues\nGood verbal and communications skills\nGood 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\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 $95,000-$130,000, depending on skills and experience.\n#LI-JK1 #LI-Hybrid","description_format":"text","description_chars":2397,"description_truncated":false,"requirements":{"experience_years_min":2,"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":["Wealth Management & Financial Advisors","Family Offices"],"lifecycle":[{"event":"open","at":"2026-09-24T17:25:26Z"},{"event":"close","at":"2026-11-03T20:33:48Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":2,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":null,"pay":null,"html_url":"https://alion.io/job/ieq-capital-senior-associate-wealth-management-2","json_url":"https://alion.io/job/ieq-capital-senior-associate-wealth-management-2.json","meta":{"generated_at":"2026-11-05T10:12:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":12945,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":678347},"rest":"https://alion.io/mcp/rest/get_company?id=678347"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fieq-capital-senior-associate-wealth-management-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fieq-capital-senior-associate-wealth-management-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fieq-capital-senior-associate-wealth-management-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ieq-capital-senior-associate-wealth-management-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fieq-capital-senior-associate-wealth-management-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1192723}},{"tool":"search_jobs","arguments":{"company":"ieqcapital.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1192723},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}