IEQ Capital
IEQ Capital is seeking a motivated Senior Associate to join their team and manage key aspects of client relationships within a values-oriented wealth management firm. The role involves supporting partners with operational functions, interacting with clients to address servicing needs, and collaborating with team members to develop customized financial strategies. This position offers the opportunity to make a significant impact on a thriving business while working in a high-performing, fast-paced environment.
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.
39% above the average for this role