Job Description

Client Relationship Director (Private Wealth)

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IQEQ Trust Company U.S. (IQEQ) is a specialized, nondepository trust company that provides flexible and costefficient directed trustee services to highnetworth individuals and their trusted advisors from around the world. We have offices in Bedford, New Hampshire and Rapid City, South Dakota the two of the most favorable jurisdictions in the country for trust administration.

IQEQ is strategically positioned at an important crossroads of the investment, accounting, and legal services industries. For our clients generational wealth transfer plans, we strive to be a bestinclass trust services provider, focusing on specialized services that offer our clients access to both South Dakotas and NewHampshires advantageous trust and tax laws.

To support our growth, IQEQ is aiming to add smart, hardworking team members to our company in the position of Senior Client Relationship Director. This is an excellent opportunity to join a growing and entrepreneurial company that operates within a unique and dynamic space of the financial services industry.

Please note: this role is required to be onsite at our Bedford, New Hampshire office.

Responsibilities

• Youll serve as the primary contact for clients and their advisors, ensuring exceptional service and communication.
• Youll manage all aspects of trust administration, from coordinating advisor directions to overseeing tax and compliance filings.
• Youll drive business development by attending industry events and leading the onboarding of new trust accounts.
• Youll enhance processes by engaging in training programs to strengthen and refine directed trust practices.

Benefits

• IQEQ offers a comprehensive benefits package designed to support employees' wellbeing and worklife balance.
• Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time, and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
• The salary for this position will be dependent on experience and location ($95,000 - $110,000).

Qualifications

• Bachelors degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus).
• Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm.
• Exceptional understanding of fiduciary responsibilities and estate planning principles.
• Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company.
• Client relationship management experience, preferably in a fiduciary capacity.
• Excellent problemsolving skills and a desire to learn and collaborate with internal and external stakeholders.
• Management experience with direct reports or junior team members is a plus.
• Ability to work onsite at our Bedford, NH office.

Additional Information

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining longterm relationships with all our stakeholders including our employees, clients, and local communities while also reducing our impact on our natural environment.

Were committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues.

Seniority Level

Associate

Employment Type

Fulltime

Job Function

Accounting/Auditing

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