Business Development Advisory Associate

3 weeks ago


Los Angeles, California, United States IEQ Capital Full time

At IEQ Capital, we're seeking a motivated professional to join our Business Development Team in Los Angeles. As a Business Development Associate, you'll play a critical role in supporting our advisors in sourcing new business, identifying and tracking liquidity events, qualifying potential prospect leads, managing opportunity pipelines, and more.

This role is essential in helping our advisors stay organized and proactive in their growth efforts and assists in every phase of the prospecting process. You'll have the opportunity to work closely with and learn from our experienced advisors and senior firm leadership.

Key responsibilities include:

  • Partnering 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.
  • Utilizing firm technology to structure and execute broad outreach campaigns to generate connectivity with potential prospects.
  • Assisting in the development and implementation of business growth strategies.
  • Providing exceptional support to our advisors in their growth efforts.

Requirements include:

  • 1-2+ years of relevant work experience preferred.
  • Experience owning projects & initiatives while delegating responsibilities as needed.
  • 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.

We're looking for a motivated and results-driven individual who is passionate about business development and growth. If you're excited about the opportunity to join our team and contribute to our mission, we encourage you to apply.



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