Senior Family Office Operations Lead
ieq capitalFoster City, CA
Senior Family Office Operations Lead
L6
ieq capitalFoster City, CAyesterday
Industries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency AccountsIEQ 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
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Level
LeadL6
Location
Foster City, CA
Occupation
Financial Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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