Teams at IEQ Capital

Supports IEQ Capital’s inorganic growth pipeline by managing Salesforce records, conducting sourcing research, coordinating advisor diligence and home office visits, supporting sales-cycle materials, and tracking opportunities. The role also coordinates third-party recruiters, develops process documentation and reporting tools, and collaborates with internal teams to facilitate advisor team onboarding. Responsibilities combine sales operations, relationship development, data management, business diligence, and cross-functional process coordination.