Associate, Business Development

Associate, Business Development

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, 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 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.

The Role

IEQ Capital is looking for a motivated professional to join the Business Development Team in our Foster City office. The Business Development Associate plays a critical role in supporting IEQ Advisors in sourcing new business, identifying and tracking liquidity events, qualifying potential prospect leads, managing opportunity pipelines, and more. This role is essential in helping our advisors stay organized and proactive in their growth efforts and assists in every phase of the prospecting process. The Business Development Associate will have the opportunity to work closely with and learn from IEQ Advisors and Senior Firm Leadership. Duties and responsibilities include, but are not limited to :

• Partner with specific IEQ Advisors on an ongoing basis to manage growth pipelines, spur proactive activity, and ensure consistent and prompt follow-up on all open new business opportunities.
• Regularly monitor deal activity / liquidity events across the United States to surface potential prospects.
• Identify trending companies and potentially qualified individuals associated with those companies for IEQ advisors to pursue.
• Utilize firm technology to structure and execute broad outreach campaigns to generate connectivity with potential prospects.
• Build analytics to identify future high-value opportunities through research.
• Develop an understanding of IEQs investment philosophy and broader spectrum of service offerings.

Qualifications

Career Path

You should expect to hold the position for 18-24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and "out-of-the-box" thinking, as well as a "roll-up-your sleeves" work mentality.

Compensation

The salary range for this role is $70,000-$105,000, depending on skills and experience.