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© All Rights Reserved. ApplyBlast.com
IEQ Capital
IEQ Capital is seeking a detail-oriented professional to manage the end-to-end client onboarding process, ensuring a high-touch experience for new and existing wealth management clients. The role involves coordinating with advisors, custodians, and internal teams, handling documentation, and maintaining accurate records in Salesforce.
Applying our expertise and leveraging our vast network, we create customized solutions that can utilize both public and private investment opportunities
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for IEQ Capital.
22% above the average for this role