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Associate Director – Inorganic Growth
| Company | IEQ Capital |
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| Location | San Mateo, CA, USA |
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| Salary | $135000 – $175000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 5+ years of wealth management experience or directly related industry experience
- Exceptional organizational skills, attention to detail
- Microsoft Office suite knowledge and expertise
- Exceptional presentation, written and verbal communications skills
- Ability to think critically, anticipate issues, and prioritize multiple projects
- Relationship building skills both inside and outside of the organization
- Ability to work in a fast paced, high-volume, high-pressure environment
- “No task is too small” mentality
- Bachelor’s degree is required
Responsibilities
- Supporting the inorganic growth opportunity pipeline through daily collaboration with the Senior Director of Inorganic Growth
- Facilitating the sales process by addressing areas of inquiry, helping to create or manage new materials, and assisting in the mutual diligence process between IEQ and advisors
- Assistance with setting up and managing home office visits, ensuring a smooth and informative mutual diligence experience
- Documentation and logging of information gleaned from teams and development of processes to consume and evaluate that information internally
- Proactive campaign data management and tracking of opportunities both outside and within the firm’s Salesforce environment
- Creation and maintenance of candidate Salesforce records and daily management of status, action items and open item facilitation for each team
- Facilitation and support of business diligence, and collaboration with key internal partners across Human Capital, Marketing, Leadership Team, Legal, Operations, Investment Research, and Finance functions
- Coordination of third-party recruiter partners including relationship development, candidate vetting and process management
- Development of tools, memoranda, models, reporting and other documentation to improve the overall business process and memorialization of the process
Preferred Qualifications
- Dynamic and flexible orientation with ability to pivot and refocus regularly and work in many different ways – data management, reporting, sales and marketing, and relationship development skill sets highly desired
- Knowledge and familiarity with Salesforce data entry, report generation, and other data management experience preferred
- Passion for and interest in differentiated investment options
