IEQ Capital
IEQ Capital is seeking a Director of Wealth Management to manage client relationships and provide investment advisory services. The role involves supporting Managing Directors and Partners with portfolio analysis, trade execution, and client meetings. The position requires a professional with strong organizational and communication skills to deliver customized financial strategies.
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.
IEQ Capital didn’t post a salary, so this is our estimate from similar listings.
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