Associate Director, Cashiering & Bill Pay

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. The Associate Director, Cashiering & Bill Pay role leads the firm’s cashiering and bill payment functions, ensuring accuracy, timeliness, and compliance across all client money movement activities.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (or equivalent experience)
• 3+ years of experience in cashiering, cash operations, or similar financial operations roles within wealth management, banking, or investment advisory environments
• Demonstrated leadership and people management experience, including coaching and team development

Benefits

• Opportunities for career growth and development