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Ieqcapital

Director, Wealth Management (Hybrid) — Client Strategy

foster city, CA

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Job description

Ieqcapital in Foster City is seeking a motivated professional to join as a Director. This role focuses on managing client relationships and providing exceptional service in wealth management.

The ideal candidate has 6-9+ years of experience and is skilled in organizational and communication abilities. You will coordinate client interactions, execute trades, and analyze investments, fostering strong connections with clients.

The compensation is based on skills, with a salary range of $170,000 - $225,000 and may require hybrid work in San Francisco and Foster City.

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Worksite address

foster city, CA, 94420, US

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