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About IEQ Capital
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our goal is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company committed to putting our clients' interests first. Our focus is on helping clients meet their investment objectives without the distractions and limitations that can arise within larger organizations.
The Role
We are seeking a highly organized and proactive Project Director to manage and coordinate team-wide and firm-wide projects. The Project Director will work closely with team COOs to understand priorities, ensuring the timely execution of key initiatives. This role requires managing multiple projects simultaneously, tracking progress, and implementing effective solutions.
The Project Director will own project deliverables, processes, and timelines, providing regular updates and highlighting potential risks. Collaborating with team members, they will facilitate project completion by delivering tools, setting deadlines, and ensuring smooth execution.
The ideal candidate is an independent self-starter who thrives in a fast-paced environment and excels in team collaboration. Adaptability, problem-solving skills, and the ability to pivot based on shifting priorities are essential for success.
Key Responsibilities
- Oversee all phases of project lifecycles, from initiation to completion.
- Work with COOs to allocate resources, implement solutions, and resolve project issues.
- Provide regular updates to the CEO and Partners on team progress, priorities, and other key metrics.
- Manage progress on all team and firmwide projects for approximately 30 team members across two offices, ensuring deadlines and deliverables are met.
- Define project scope, objectives, and deliverables, assign tasks, and track progress.
- Develop and maintain project performance databases, ensuring milestones are met.
- Monitor project activities proactively to identify risks and roadblocks.
- Maintain issue logs, prioritize problem resolution, and escalate concerns as needed.
- Partner with stakeholders and subject matter experts to align project deliverables with business goals.
Basic Qualifications
- Bachelor’s degree
- 5–7 years of experience in project coordination or related roles
- Intermediate to advanced proficiency in PowerPoint and Excel
- Experience managing a portfolio of 15+ projects at different lifecycle stages
- Strong analytical skills and ability to synthesize complex information
- Experience managing cross-functional teams, including senior and junior members
- Ability to navigate escalation processes professionally
- Excellent interpersonal skills to foster trusted relationships
- Strong time management and organizational skills
- Outstanding written, verbal, and presentation skills
Preferred Qualifications
- Experience with Salesforce (a strong plus)
- Background in Financial Services (a plus)
Compensation
The total compensation range for this role, including base salary and bonus, is $150,000-$185,000, depending on skills and experience.