About this opportunity
IEQ Capital lists this Senior Family Office Operations Lead opportunity in foster city, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
IEQ Capital seeks an experienced family office professional to join a dedicated client team in Foster City, CA. The Family Office Lead will coordinate across tax, estate planning, legal, insurance, banking, and operations for a select group of complex client relationships.
This role blends project leadership with hands-on execution, including coordinating wire transfers, NDAs, documents, and signature packages while maintaining trackers and status updates in a fast-paced, confidential
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Worksite address
foster city, CA, 94420, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.