IEQ Capital is seeking an Associate Director to join our client‑facing wealth management team in New York. You will work closely with CEOs and Partners to manage important client relationships and servicing duties.
Responsibilities include portfolio analysis, trade execution, account maintenance, and preparing meetings. You will review alternative investments, construct reports, and propose portfolio changes while delivering tailored financial strategies.
#J-18808-LjbffrAssociate Director, Wealth Management — Client Strategy in new york at Unknown Company
This position is listed as full time and onsite.