This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
IEQ Capital LLC is seeking an Associate Director to collaborate with the team in managing critical client relationships within an investment advisory framework. The role emphasizes portfolio analysis, reporting, and strategic client communication at the partnership level.
You will engage with CEOs and Partners, prepare customized financial strategies, and oversee servicing needs across the client base, including quarterly performance reviews and complex investments.
#J-18808-Ljbffr
Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.