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Business Development, Client Facing Advisory Associate

Foster City, CA

Who are we?

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

  • 1-2+ years of relevant work experience preferred.
  • Candidate must thrive in and be able to keep up with a dynamic, fast paced environment.
  • High-level of integrity and humility.
  • Must be able to think critically, effectively, anticipate needs and be a natural problem-solver.
  • Excellent written and verbal communication skills.
  • Experience owning projects & initiatives while delegating responsibilities as needed.
  • Must have high attention to detail in all aspects of the role, work quickly and accurately.
  • Must be self-directed and able to work with individuals at all levels, including executive management.
  • Background in financial services/wealth management industry preferred
  • Experience with Microsoft Office Suite and Salesforce preferred

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.

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Please be advised that IEQ is a mandatory vaccination employer. If you join IEQ’s team, you will need to provide proof of your vaccination status, and, if not vaccinated, obtain an approved-vaccine, unless a medical or religious exemption applies. Please check the box below to acknowledge this policy. *
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IEQ CAPITAL, LLC
CALIFORNIA APPLICANT PRIVACY NOTICE – CALIFORNIA PRIVACY RIGHTS
AND DISCLOSURES
Last Updated: January 1, 2023
This California Job Applicant Privacy Notice (“Privacy Notice” or “Notice”) explains how IEQ
Capital, LLC (“company,” “we,” or “us,” or “our”) collects personal information from job
applicants who are California residents, to the extent the personal information is collected and
used by us solely within the context of their status as a job applicant. This Notice supplements
other privacy notices you may receive in connection with your relationship with us.
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In the 12 months preceding the date of this Notice, we collected your personal information when
you applied for a position with us or otherwise voluntarily provided information to us. We will
continue to collect personal information from the same sources.
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preceding the date of this Notice, and will continue to collect, includes the following:
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documents
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 Professional information: records of your work and education history (including internal
and external work history and references)
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We use your personal information to evaluate your application for employment, to conduct job
interviews, and to comply with applicable law.
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parties for a business purpose in the 12 months prior to the date of this Notice:
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Personal Information
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We do not sell the personal information of job applicants.
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Your Right To Access Information We Collect and Share About You
We are committed to ensuring that you know what personal information we collect. To that end,
you can ask us for the following information from us with respect to the personal information
that we’ve collected about you in the 12 months prior to our receipt of your request:
 Specific pieces of personal information we have collected about you;
 Categories of personal information we have collected about you;
 Categories of sources from which such personal information was collected;
 Categories of personal information that the business sold or disclosed for a business
purpose about you;
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business purpose; and
 The business or commercial purpose for collecting your personal information.
Your Right To Request Deletion of Personal Information We Have Collected From You
Upon your request, we will delete the personal information we have collected from you, except
for situations where the CCPA authorizes us to retain specific information, including when it is
necessary for us to perform human resource functions; for other internal uses; to maintain the
functionality or security of our systems; or to comply with or exercise rights provided by the
law.
Our Commitment to Honoring Your Rights
If you exercise any of the rights explained in this Privacy Notice, we will continue to treat you
fairly.
Exercising Your Rights and How We Will Respond
To exercise your access or deletion rights, or to ask a question about your data subject rights,
contact us at compliance@IEQcapital.com or (650) 581-9807. For requests for access or
deletion, we will first acknowledge receipt of your request within 10 business days of receipt of
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generally within 45 days from when we receive your request, although we may be allowed to
take longer to process your request under certain circumstances.
We usually act on requests and provide information free of charge, but we may charge a
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In some cases, the law may allow us to refuse to act on certain requests. When this is the case,
we will endeavor to provide you with an explanation as to why.
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We will ask you for two pieces of personal information and attempt to match those to
information that we maintain about you.
If we are unable to verify your identity with the degree of certainty required, we will not be able
to respond to the request. We will notify you to explain the basis of the denial.
Authorized Agents
You may designate an agent to submit requests on your behalf. The agent can be a natural
person or an entity that is registered with the California Secretary of State.
If you would like to designate an agent to act on your behalf, you and the agent will need to
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or delete your personal information, the agent will need to provide us with your signed
permission indicating the agent has been authorized to submit the request on your behalf. We
will also require that you verify your identity directly with us or confirm with us that you
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Please note that this subsection does not apply when an agent is authorized to act on your behalf
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California law pertaining to powers of attorney.
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We do not advertise our positions to minors under 16 and do not knowingly collect or sell the
personal information of minors, including minors under 16 years of age.
How We Keep Your Personal Information Secure
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that we collect, use, retain, transfer or otherwise process. Those measures include
administrative, technical and physical safeguards designed to protect the personal information
you provide against accidental, unlawful or unauthorized destruction, loss, alteration, access,
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Contact Us
If there are any questions regarding this Privacy Notice or to request a copy of this Privacy
Notice in another format you may contact us at compliance@IEQcapital.com or (650) 581-9807.

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