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Associate Director, Inorganic Growth

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

Inorganic Growth individual will play a critical support role in executing IEQ Capital’s strategic advisor acquisition initiatives. Working closely with the Head of Inorganic Growth and cross-functional teams, this individual will provide high-quality operational, analytical, and relationship management support across all stages of the recruiting and onboarding lifecycle. This role is designed for a detail-oriented, proactive, and resourceful individual seeking to develop foundational skills in strategic growth within a leading wealth management platform.

The responsibilities include: 

Pipeline Support & CRM Management

  • Maintain up-to-date and accurate records of all advisor prospects in Salesforce.
  • Input meeting notes, update prospect statuses, and track next steps to ensure a clean and actionable pipeline.
  • Assist in generating weekly/monthly reports on pipeline status and key KPIs for senior leadership.

Market Research & Prospect Profiling

  • Conduct research on target markets, advisory firms, and individual financial advisor teams to support sourcing strategies.
  • Create and maintain advisor and firm profiles, including assets under management, client base characteristics, and potential strategic fit with IEQ.
  • Monitor industry news and deal activity to identify emerging acquisition opportunities.

Meeting Preparation & Follow-up

  • Assist in scheduling and coordinating internal and external meetings, including home office visits (VIP days) and due diligence sessions.
  • Prepare briefing materials and background summaries for leadership ahead of key prospect engagements.
  • Document meeting outcomes, circulate follow-ups, and ensure timely execution of action items.

Content Development, Executive Reporting & Presentation Support

  • Support the creation and refinement of PowerPoint materials for advisor pitches, deal presentations, and internal updates in collaboration with the Head of Inorganic Growth.
  • Assist in developing accurate, well-structured reports and presentations for senior leadership.
  • Compile and format KPIs related to recruiting efforts (e.g., pipeline velocity, conversion rates) to support strategic reporting and data-driven decisions.

Cross-Functional Coordination

  • Support integration planning by liaising with Legal, Compliance, Operations, Finance, and HR to track onboarding requirements.
  • Maintain checklists and project plans to ensure seamless preparation for incoming advisor teams.

Recruiter & Channel Partner Support

  • Help maintain and update records of third-party recruiter interactions, submitted candidates, and follow-up timelines.
  • Track recruiter effectiveness and assist in preparing feedback reports.

Process Documentation & Operational Improvements

  • Assist in maintaining the firm's inorganic growth playbook, onboarding checklists, and diligence templates.
  • Identify process inefficiencies and propose solutions to improve team workflow and scalability.
  • Help implement and document standard operating procedures (SOPs) for core team activities.

Administrative & General Support

  • Help manage timelines and project deliverables across multiple active recruiting efforts.
  • Perform ad-hoc tasks and special projects as requested to ensure the team’s operational success.

Key Skills & Attributes

  • 5+ years of wealth management experience or directly related industry experience
  • Strong attention to detail and organization.
  • Excellent communication and interpersonal skills.
  • Proficiency in Excel, PowerPoint, and Salesforce (or equivalent CRM systems).
  • Analytical mindset with curiosity about the wealth management industry.
  • Ability to manage multiple priorities with a proactive and collaborative approach
  • Bachelor’s degree is required

Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, 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.
Personal Information We Collect and Have Collected in the Past 12 Months – Sources and
Categories
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.
The categories of personal information we collected from these sources during the 12 months
preceding the date of this Notice, and will continue to collect, includes the following:
 Personal identifiers: name, address, email address, government-issued identification
documents
 Protected class information: race, ethnicity, gender, gender identification, veteran status
 Professional information: records of your work and education history (including internal
and external work history and references)
 Educational information: Education history; trade school records; certificates obtained
Purposes for Collection of Personal Information
We use your personal information to evaluate your application for employment, to conduct job
interviews, and to comply with applicable law.
Disclosure of Personal Information For Business Purposes in the Past 12 Months
The following chart describes the categories of personal information that we disclosed to third
parties for a business purpose in the 12 months prior to the date of this Notice:
Categories of Consumers’
Personal Information
Categories of Third Parties With Which We Shared
Personal Information for a Business Purpose
Personal identifiers: name, address,
email address, government-issued
identification documents
Service providers that assist in providing human
resource functions; facilitate scheduling and email
communications; provide security services and cloudbased
data storage, assist with other IT-related
functions; provide legal services
Protected class information: race,
ethnicity, gender, gender
identification, veteran status
Service providers that assist in providing human
resource functions; provide legal services
Professional information: records of
your work and education history
(including internal and external
work history and references)
Service providers assist with recruitment activities and
HR services
Educational information: Education
history; trade school records;
certificates obtained
Service providers assist with recruitment activities and
HR services
Additional Information About How We May Disclose Personal Information
We may also share your personal information as required or permitted by law to comply with a
subpoena or similar legal process or government request, or when we believe in good faith that
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your personal information to a third party in the event of an actual or potential sale, merger,
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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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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.
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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.
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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
provided the agent with permission to submit the request.
Please note that this subsection does not apply when an agent is authorized to act on your behalf
pursuant to a valid power of attorney. Any such requests will be processed in accordance with
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.
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We maintain reasonable security measures appropriate to the nature of the Personal Information
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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Changes to This Notice
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Contact Us
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Notice in another format you may contact us at compliance@IEQcapital.com or (650) 581-9807.

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