Associate Director, Inorganic Growth

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

IEQ was founded by entrepreneurs to serve entrepreneurs and other stewards of wealth. IEQ offers advisors a differentiated investment platform with access to opportunities not often found within larger and more bureaucratic organizations. We move quickly and decisively. The firm was built from the ground up with fully integrated technology solutions, scalability and operational efficiencies gleaned through decades of experience in wealth management. As employee owners, we are collectively focused on doing what is best for our clients in pursuit of exceptional investment results.

We are seeking a human Swiss Army knife to join our Inorganic Growth team as an Associate Director. This newly created role is a diverse mix of sales and marketing support, relationship development and business process build out in a high growth environment. IEQ’s Inorganic Growth team is responsible for hiring Wealth Advisors and acquiring other Registered Investment Advisers. Key activities for this function include sourcing and identifying suitable teams and businesses, generating interest in the IEQ opportunity, conducting diligence on advisors and their businesses, structuring transition economics and helping to prepare for the arrival of teams and their businesses. This role will be involved with every part of the inorganic growth cycle across recruiting and selling the story, diligence, and pre-arrival.

Specific responsibilities will include but not be limited to:

• Supporting the inorganic growth opportunity pipeline through daily collaboration with the Head of Inorganic and Head of Inorganic Sourcing and connectivity to ensure opportunities are advancing and reported on accordingly
• 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
• Development of additional business processes to support, communicate, and document the processes involved with the inorganic business
• 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 to help prepare for the arrival of teams
• Support across all phases of preparing a book of business to move including deep diligence into book, fees, client exceptions and product considerations
• 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

• 3-7 years+ of wealth management experience or directly related industry experience
• 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
• Passion for and interest in differentiated investment options
• 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 buildings 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

The salary range for this role is $120,000-$140,000, depending on skills and experience.