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Senior Associate, Marketing

San Francisco, CA

About IEQ Capital 

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our mission is to integrate the Intellectual and Emotional Quotient, guided by a values-driven culture that fosters deep connection and collaboration with our clients. We are an independent, predominantly employee-owned firm committed to placing clients’ interests first. By removing the distractions and limitations of larger institutions, we focus on helping clients achieve their financial goals with clarity and purpose. 

The Role 

IEQ Capital is looking for a highly motivated Marketing Senior Associate to join our Marketing Team. This individual will play a critical role in developing and executing marketing initiatives that elevate IEQ’s brand presence, support business development, and strengthen relationships with our clients and partners. 

The Marketing Senior Associate will partner closely with advisors, senior firm leadership, and the broader marketing team to create and deliver high-impact content, digital campaigns, and events. This is a hands-on role that requires creativity, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. 

Qualifications 

  • 2-4 years of experience in marketing or business development, preferably in financial services or wealth management.
  • Strong writing, editing, and content creation skills with a proven ability to produce polished, professional materials.
  • Proficient in Microsoft Office Suite with design expertise in PowerPoint and Adobe Pro; experienced with Salesforce, MailChimp, and Outreach marketing platforms.
  • Experience with digital advertising, SEO, and social media platforms (LinkedIn, Meta).
  • Highly detail-oriented, organized, and able to manage multiple projects simultaneously.
  • Strong interpersonal and communication skills with the ability to work effectively across all levels of the organization.
  • Self-directed with a proactive, problem-solving mindset.
  • High level of integrity, humility, and professionalism. 

Key Responsibilities 

  • Thought Leadership & Content Management
    • Assist in developing and distributing marketing content, including articles, white papers, press releases, and social media.
    • Support the content calendar and collaborate with stakeholders to produce marketing materials and thought leadership assets aligned with IEQ’s brand.
    • Contribute to outbound campaigns, templates, and reporting on content performance and engagement.
  • Digital Advertising & Online Presence 
    • Support digital advertising strategy and execution across Meta, LinkedIn, and third-party vendors.
    • Manage website updates and SEO efforts in coordination with external partners.
    • Execute digital campaigns, podcast promotions, and inbound initiatives; report on advertising, SEO, and pipeline performance.
  • Events & Conferences 
    • Assist with planning and execution of firm-wide and advisor-level events, conferences, and speaking engagements.
    • Partner with advisors and leadership on event communications, marketing, and post-event follow-up.
    • Manage conference workflows including programming, Salesforce tracking, and attendee engagement, while contributing to investor relations initiatives.
  • Brand & IEQ Assets 
    • Ensure consistency of marketing efforts with IEQ’s brand standards and strategic objectives.
    • Support coordination and relationship management with marketing vendors across brand initiatives, gifting and swag, digital advertising, and related projects.
    • Support brand-related initiatives including awards submissions, bios, headshots, and internal tools.
    • Collaborate with Research and Family Office teams to integrate content and messaging.
  • Operational & Miscellaneous 
    • Manage team operations to ensure alignment, accountability, and timely completion of projects and goals.
    • Partner with the Marketing Associate to prioritize team projects and maximize impact.
    • Contribute to accurate Salesforce data tied to marketing initiatives.
    • Collaborate with Business Development, Research, and Family Office as thought partners in marketing.
    • Support budget management, operational reporting, internship programs, and ad hoc projects. 

Career Path 

This role provides direct exposure to advisors and firm leadership, offering a unique opportunity to contribute to both strategic and tactical marketing initiatives. Successful performance in this role may lead to advancement within IEQ’s marketing team and broader firm functions. 

Compensation

The salary range for this role, inclusive of base and bonus, is $105,000 - $115,000, 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
disclosure is legally required or otherwise necessary to protect our rights and property or the
rights, property or safety of others, including to law enforcement agencies, and judicial and
regulatory authorities. We may also share your personal information with third parties to help
detect and protect against fraud or data security vulnerabilities. And we may share or transfer
your personal information to a third party in the event of an actual or potential sale, merger,
reorganization of our entity or other restructuring.
No Sale of Personal Information
We do not sell the personal information of job applicants.
Rights Related to Personal Information Held by Us
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;
 Categories of third parties to whom the personal information was sold or disclosed for a
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
your request. We will then provide a substantive response to your request as soon as we can,
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
reasonable fee to cover our administrative costs of providing the information in certain
situations.
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.
Verification of Identity – Access or Deletion Requests
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
comply with our verification process. Specifically, if the agent submits requests to access, know
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.
Personal Information of Minors
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
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,
disclosure or use. However, data security incidents and breaches can occur due to a variety of
factors that cannot reasonably be prevented; therefore, our safeguards may not always be
adequate to prevent all breaches of security.
Changes to This Notice
We will review and update this Notice as required to keep current with rules and regulations,
new technologies and security standards. We will post those changes on the website or update
the Privacy Notice modification date below. In certain cases and if the changes are material, we
will post a notice on our website.
Accessibility
We are committed to ensuring that our communications are accessible to people with disabilities.
To make accessibility-related requests or report barriers, please contact us at
humancapital@ieqcapital.com.
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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