Associate Business Development

Summary

Join IEQ Capital as a Business Development Associate to support the growth efforts of our advisors, source new business, and identify potential prospects. This role is critical in helping our advisors stay organized and proactive in their growth efforts.

Requirements

• 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

Responsibilities

• 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
• Participate in prospect meetings for note taking as well as organization and execution of all relevant follow-ups
• Work extensively with other teams within IEQ (i.e. Research, Client Services, Financial Planning) to aid in prospect pitches and increase IEQ’s chances of successfully closing 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