IC
Associate, Wealth Management
full-time•Dallas
About this role
<h2><strong><span data-contrast="none">Who </span></strong><strong><span data-contrast="none">a</span></strong><strong><span data-contrast="none">re </span></strong><strong><span data-contrast="none">w</span></strong><strong><span data-contrast="none">e?</span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335551550":6,"335551620":6,"335559685":-810,"335559737":-540,"335559740":240}"> </span></h2>
<p><span data-contrast="auto">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.</span><span data-contrast="auto"> </span><span data-contrast="auto">W</span><span data-contrast="auto">e focus our efforts on helping clients meet their</span><span data-contrast="auto"> </span><span data-contrast="auto">investment objectives without the distractions and limitations that can arise within much larger organizations. </span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":-810,"335559737":-540,"335559740":240}"> </span></p>
<h2><strong><span data-contrast="none">The Role</span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":-810,"335559737":-540,"335559740":240}"> </span></h2>
<p><span data-contrast="auto">We are looking for a motivated professional to join our Dallas-based team as an associate. T</span><span data-contrast="auto">h</span><span data-contrast="auto">e Associate </span><span data-contrast="auto">will work closely with the rest of the team to manage important elements of the client relationshi</span><span data-contrast="auto">p. This role will help</span><span data-contrast="auto"> </span><span data-contrast="auto">build the foundation you need to </span><span data-contrast="auto">successfully grow within the company. </span><span data-contrast="auto">If you are looking </span><span data-contrast="auto">to make an impact </span><span data-contrast="auto">on a thriving business,</span><span data-contrast="auto"> </span><span data-contrast="auto">want </span><span data-contrast="auto">upward mobility</span><span data-contrast="auto"> within a firm</span><span data-contrast="auto">, want to challenge yourself and </span><span data-contrast="auto">be a part of a </span><span data-contrast="auto">high-performing team, </span><span data-contrast="auto">this role may be</span><span data-contrast="auto"> </span><span data-contrast="auto">the one for you. </span><span data-contrast="auto">Duties and responsibilities include, but are not limited to</span><span data-contrast="auto">:</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":-810,"335559737":-540,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Support </span><span data-contrast="auto">the Partners</span><span data-contrast="auto"> and their team by providing operational funct</span><span data-contrast="auto">ions such as:</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Money movement</span><span data-contrast="auto"> (i.e. wire and journals)</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Account creation and maintenance</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Ad hoc project management</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Portfolio performance updates</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Database management</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
</ul>
</li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Communicate with clients regarding transactions, such as asset transfers</span><span data-contrast="auto"> and account opening</span><span data-contrast="auto"> procedures</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Participate</span><span data-contrast="auto"> in educational sessions with </span><span data-contrast="auto">the senior</span><span data-contrast="auto"> team members to expand the Associate’s knowledge of the markets and our business</span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto"><span data-olk-copy-source="MessageBody">Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.</span><br></span></li>
</ul>
<p>“Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners. </p>
<h2><strong><span data-contrast="none">Qualifications</span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":-810,"335559737":-540,"335559740":240}"> </span></h2>
<ul>
<li><span data-contrast="auto">1-2+ years of relevant work or internship experience preferred</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Deep curiosity about the</span><span data-contrast="auto"> financial</span><span data-contrast="auto"> markets</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Exceptional organizational skills and attention to detail</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Ability to t</span><span data-contrast="auto">hink critically and anticipate issues</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Exceptional verbal and </span><span data-contrast="auto">written </span><span data-contrast="auto">communications skills</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Good relationship</span><span data-contrast="auto">-</span><span data-contrast="auto">building</span><span data-contrast="auto"> skills both inside and outside of the organization</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Ability to work in a fast</span><span data-contrast="auto">-</span><span data-contrast="auto">paced, high-volume</span><span data-contrast="auto">, high-pressure</span><span data-contrast="auto"> environment</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Experience with Salesforce is a plus</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">“No task is too small” mentality</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559737":-540,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Bachelor’s degree is required </span></li>
</ul>
<h2>Career Path</h2>
<p><span data-contrast="auto">You should expect to hold the Associate position for 18-24 months</span><span data-contrast="auto">.</span><span data-contrast="auto"> </span><span data-contrast="auto">D</span><span data-contrast="auto">uring </span><span data-contrast="auto">that</span><span data-contrast="auto"> </span><span data-contrast="auto">time</span><span data-contrast="auto">,</span><span data-contrast="auto"> you will be evaluated</span><span data-contrast="auto"> on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to</span><span data-contrast="auto"> move on to a more senior role. We operate as a meritocracy and </span><span data-contrast="auto">incentivize leadership, initiative and “out-of-the-box” thinking</span><span data-contrast="auto">, as well as a “roll-up-your sleeves” work mentality</span><span data-contrast="auto">. A successful Associate will have opportunities to transition to a </span><span data-contrast="auto">more senior </span><span data-contrast="auto">client-facing </span><span data-contrast="auto">role or take on additional operational responsibilities. Associates with an interest in investments will be exposed to a variety </span><span data-contrast="auto">of opportunities to further their knowledge</span><span data-contrast="auto">.</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559685":-810,"335559737":-540,"335559740":240}"> </span></p>
<p> </p>
What you'll do
- The Associate will support the Partners and their team by managing operational functions and communicating with clients regarding transactions. This role is essential for building client relationships and ensuring adherence to compliance standards.
About IEQ Capital
IEQ Capital is Registered Investment Advisor, with $45.9B of Collectively Managed RAUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
*As of 09/30/2025, IEQ Capital, LLC (“IEQ”) manages $45.9 Billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capital's Form ADV filed in May 2025 totaled $35.4 billion.
This is for general informational purposes only and does not constitute investment, legal, or tax advice. Nothing here should be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Content should not be relied on for business, investment, or other decisions. IEQ’s products and services are intended for U.S. residents only and are not offered where unlawful.
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Frequently Asked Questions
What does a Associate, Wealth Management do at IEQ Capital?
As a Associate, Wealth Management at IEQ Capital, you will: the Associate will support the Partners and their team by managing operational functions and communicating with clients regarding transactions. This role is essential for building client relationships and ensuring adherence to compliance standards..
Is the Associate, Wealth Management position at IEQ Capital remote?
The Associate, Wealth Management position at IEQ Capital is based in Dallas, Texas, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Associate, Wealth Management position at IEQ Capital?
You can apply for the Associate, Wealth Management position at IEQ Capitaldirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.