Senior Family Office Operations Lead

L6

ieq capitalFoster City, CAyesterday
IEQ Capital seeks an experienced family office professional to join a dedicated client team in Foster City, CA. The Family Office Lead will coordinate across tax, estate planning, legal, insurance, banking, and operations for a select group of complex client relationships. This role blends project leadership with hands-on execution, including coordinating wire transfers, NDAs, documents, and signature packages while maintaining trackers and status updates in a fast-paced, confidential
Apply now
Apply now

Level

LeadL6

Location

Foster City, CA

Occupation

Financial Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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