Senior Manager, Private Wealth
IQ-EQ
About this role
A Senior Manager in Private Wealth leads a client administration team and manages a high-value client portfolio, focusing on operational excellence, client service, and business growth. The role involves fostering relationships, supporting complex transactions, and ensuring compliance and profitability.
Skills
Qualifications
About IQ-EQ
iqeq.comIQ-EQ is a global investor services group that provides compliance, administration, asset and advisory services to investment funds, asset managers and private clients. Its offerings include fund administration, corporate and trust services, investor services and family‑office/private‑client solutions, together with regulatory compliance, tax, accounting and reporting. The firm serves sectors such as private equity, real estate, infrastructure, credit and hedge funds through local teams across key jurisdictions, combining sector expertise with technology-enabled workflows and a client-focused approach to governance, risk and operational outsourcing.
About IQ-EQ
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for IQ-EQ.
Salary
$85k – $105k
per year
More jobs at IQ-EQ
Similar Jobs
Senior Private Wealth Strategist
Simmons Bank
Private Wealth Banker - Coverage (FAIS)
Absa Bank
Relationship Manger, Private Wealth
moomoo
Sr Regional Wealth Advisor
Yahoo
Executive Manager Private Wealth Distribution – Commonwealth Private
Commonwealth Bank of Australia
Relationship Manager - Private Wealth
CIBC