I

IEQ Capital

Independent RIA offering fiduciary investment advice

Team Lead – Wealth Management

Full-Time
$135k - $175k+ Bonus
Mid
Bachelor's
San Francisco, CA, USA
Hybrid
Finance & BankingWealth Management & Financial Advisory

About the job

Requirements
  • The candidate must have 3–5 years of wealth management experience.
  • The candidate must have a strong foundation in strategic planning.
  • The candidate must have client-facing experience in wealth management.
  • The candidate must have experience in people management and leading and developing teams.
  • The candidate must have experience managing complex workloads.
  • The candidate must have exceptional organizational skills and attention to detail.
  • The candidate must have exceptional written and verbal communication skills.
  • The candidate must be able to think critically, anticipate issues, and prioritize multiple projects.
  • The candidate must be familiar with operational aspects of the business, including new account openings and disbursements.
  • The candidate must have relationship-building skills inside and outside the organization.
  • The candidate must be able to work in a fast-paced, high-volume, high-pressure environment.
  • A bachelor's degree is required.
Responsibilities
  • Manage day-to-day team operations, ensuring tasks and projects are appropriately prioritized and executed in a timely manner.
  • Help with resource planning, workflow management, and prioritization of teamwide initiatives.
  • Identify opportunities for process improvement and operational efficiency.
  • Work with internal teams to promote and launch firmwide initiatives.
  • Assign projects or responsibilities as needed to meet deadlines, balance workloads, and address evolving business needs.
  • Interact with Associates and Senior Associates to support client-servicing needs, including escalating client items, assisting the Team Manager with follow-up communication, managing team members' workloads and ongoing client projects, and conducting quarterly performance reviews.
  • Manage and train junior team members to promote individual and team growth.
  • Manage associates and senior associates on the HR side, including approving time off, leading mid-year and year-end reviews, and hiring and interviewing new team members.
Desired Qualifications
  • Experience with Salesforce is a plus.
  • Experience with Fidelity Investments is a plus.

About the company

I

IEQ Capital

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Website

IEQ Capital is a registered investment advisor with $17.7 billion in client assets under management, offering independent wealth management services. Its approach combines financial outcomes with a values-driven culture, aiming to integrate intellectual and emotional quotients into investment practices to deepen client connections and collaboration. The firm operates under fiduciary duty, is predominantly employee-owned, and focuses on helping clients meet their investment objectives without the constraints that come with larger firms. Its goal is to deliver steady investment results within a client-centered framework that emphasizes trust, transparency, and long-term relationships.

Company Size

51-200

Company Stage

N/A

Total Funding

$214M

Headquarters

Los Angeles, California

Founded

2019

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Simplify's Take

What believers are saying

  • September 2026 contact page lists New York, Dallas, and San Francisco offices, proving expansion.
  • June 2026 Frank Hurley leads inorganic growth initiatives, explicitly targeting East Coast advisor partnerships.
  • IEQ’s March 2026 ADV says no material disciplinary events, supporting institutional client confidence.

What critics are saying

  • Anne Harrison’s 2025 lawsuit targets Eric Harrison’s trusts, amplifying reputational damage through 2026.
  • March 31, 2026 ADV discloses two regulatory events, including a false-statement or ethics finding.
  • Chad Boeding’s October 1, 2025 exit and governance changes signal partner instability that hurts retention.

What makes IEQ Capital unique

  • IEQ Capital manages $56.77 billion AUM and 2,309 accounts as of June 2026.
  • March 31, 2026 ADV shows employee-owned governance with three managing partners and operating committee.
  • June 2026 hires Frank Hurley and Kim Stolz deepen East Coast advisor recruiting.

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Benefits

  • Professional Development Budget
  • Performance Bonus
  • Flexible Work Hours
  • Remote Work Options
  • 401(k) Company Match
  • Family Planning Benefits
  • Mental Health Support
  • Wellness Program

Company News

IEQ Capital
Sep 21st, 2026
IEQ Capital recognized in Barron's 2026 Top 100 RIA Firms ranking.

IEQ Capital recognized in Barron's 2026 Top 100 RIA Firms ranking. September 21, 2026 IEQ Capital LLC is pleased to share that IEQ Capital LLC were named to Barron's 2026 Top 100 RIA Firms, ranking No. 2 among registered investment advisers whose median client has more than $10 million in assets managed by the firm.[1] As an independent wealth management firm and multi-family office serving high-net-worth and ultra-high-net-worth families nationwide, IEQ Capital LLC is honored to be included among the registered investment advisory firms recognized in the 2026 Barron's ranking. Barron's evaluates independent RIA firms based on factors including assets, revenue and quality of practice. The ranking does not evaluate advisers based on investment performance. "We are honored to once again be recognized by Barron's," said Rob Skinner, Co-Founder and Managing Partner at IEQ Capital. "We built IEQ around the needs of ultra-high-net-worth families, and this recognition reflects the strength of our team and the trust our clients place in us. We remain focused on delivering the thoughtful, highly personalized advice our clients expect from IEQ." Disclosures * IEQ is ranked No. 2 among RIAs whose median client has over $10 million in assets managed by the firm. Barron's Top 100 RIA Firms is an independent listing produced annually by Barron's (September 2026, data as of June 30, 2026). A self-completed questionnaire was used for rating. The ranking is based on assets, revenue and quality of practice. This ranking does not rank advisers based on investment performance. There is no fee for participation. However, IEQ does pay a $20,000 annual membership for the right to be featured in Barron's magazine itself (outside of the ranking) and for using Barron's logo in its marketing pieces. More information can be found here: https://lnkd.in/gggfjGA7.

PR Newswire
Jul 22nd, 2026
IEQ Capital appoints Kim Stolz as senior managing director in New York

IEQ Capital, an independent wealth management firm overseeing approximately $46.6 billion in regulatory assets under management, has appointed Kim Stolz as Senior Managing Director in New York City. Stolz will serve ultra-high-net-worth individuals, families, and institutions. Stolz joins from Bank of America Private Bank, where she was Managing Director and Private Client Advisor. Her career includes nearly 12 years at Bank of America in various senior leadership roles, including Head of EMEA Equity Derivative Hedge Fund Sales and Head of Americas Prime Brokerage Sales. She was recognised as one of Business Insider's Rising Stars of Wall Street in 2019. Before entering finance, Stolz spent nearly five years with MTV Networks as a journalist and host. She currently serves on the Board of The LGBT Center in New York City.

IEQ Capital
Jun 10th, 2026
IEQ Capital welcomes Frank Hurley as Managing Director in New York.

IEQ Capital welcomes Frank Hurley as Managing Director in New York. June 10, 2026 IEQ Capital LLC. is pleased to announce that Frank Hurley has joined IEQ Capital as Managing Director, based in its New York office. Hurley will lead IEQ's advisor partnership and inorganic growth initiatives, with a focus on expanding its advisory presence across the East Coast and nationally in support of ultra-high-net-worth families, founders, executives, and institutions. Hurley joins IEQ with extensive leadership experience across wealth management, capital markets, and investment management. His focus at IEQ will center on identifying and partnering with experienced advisors whose capabilities and local market knowledge align with the firm's commitment to delivering sophisticated wealth management and family office capabilities to clients nationwide. "Frank brings a thoughtful and relationship-driven approach to building advisory teams," said Alan Zafran, Co-Founder and Managing Partner at IEQ Capital. "As our clients' needs continue to evolve, we believe it is increasingly important to have experienced advisors embedded in the communities where our clients live and operate. Frank's experience will help us continue to deepen our capabilities while remaining focused on delivering highly personalized guidance and expanding the resources available to clients." Prior to joining IEQ, Hurley served in leadership roles at UBS, including most recently as Market Director and previously as Executive Director and Associate Market Executive in New York. Earlier in his career, he spent more than 14 years at Morgan Stanley across private wealth management and fixed income. "What attracted me to IEQ was the firm's emphasis on thoughtful growth and its commitment to serving clients through long-term relationships and deep advisory resources," said Frank Hurley, Managing Director at IEQ Capital. "I look forward to partnering with advisors across the country and helping expand access to institutional-quality capabilities in the markets where clients live and work." Hurley earned a bachelor's degree from Villanova University and an MBA from Columbia University. Important disclosures. This material is for informational purposes only and does not constitute investment advice or a solicitation to purchase any security or investment product. References to advisory capabilities or investment experience do not guarantee future results. All investments involve risk, including potential loss of principal. Past performance is not indicative of future results. IEQ Capital, LLC is an SEC-registered investment adviser; registration does not imply a certain level of skill or training. IEQ Capital and its employees do not provide legal or tax advice. For important information about its advisory services, fees, and risks, please see its [Form ADV].

PR Newswire
Jun 10th, 2026
IEQ Capital appoints Frank Hurley as managing director to lead East Coast expansion

IEQ Capital, an independent wealth management firm and multi-family office, has appointed Frank Hurley as managing director in its New York office. Hurley will lead the firm's advisor partnership and inorganic growth initiatives, focusing on expanding IEQ's advisory presence across the East Coast and nationally. Hurley brings extensive experience from senior roles at UBS, where he served as market director and executive director in private wealth management, and Morgan Stanley, where he spent over 14 years across private wealth management and fixed income sales. Founded in 2019, IEQ Capital serves ultra-high-net-worth families, founders, executives and institutions with investment strategies, estate planning and family office services. Hurley holds degrees from Villanova University and an MBA from Columbia University.

PR Newswire
Jun 8th, 2026
IEQ Capital appoints Lauren Hoffman as managing director overseeing $46.6B in assets

IEQ Capital, a wealth management firm overseeing $46.6 billion in regulatory assets under management, has appointed Lauren Hoffman as managing director in Houston. Hoffman will advise ultra-high-net-worth families, founders, executives and institutions on investments, wealth planning and financial strategy. Hoffman joins from J.P. Morgan Private Bank, where she served as executive director advising clients on investment management and wealth structuring. She previously worked as a financial adviser at Merrill Lynch Wealth Management. Founded in 2019, IEQ Capital provides investment strategies across public and private markets, estate and tax planning, and family office services. The appointment reflects the firm's expansion in Texas and the Southwest region to meet growing demand amongst ultra-high-net-worth families for integrated wealth management services.