About this role
Director, Wealth Management at IEQ Capital. Location: New York, New York, United States. Role: managing relationships, providing advice, preparing reports Requirements: 6-9+ years wealth management experience, bachelor\u000degree required, strong communication and organizational skills, familiarity with account operations, Salesforce and Fidelity experience a plus, CFA/CFP/CAIA preferred. Category: Finance Seniority: Senior Level Tools: Salesforce, Fidelity Investments Certifications: cfa, cfp, caia Commitment: Full Time Workplace: Hybrid Languages: English