Compensation
- Employee ownership opportunities
- Competitive compensation & 401(k) match
- Meritocracy-based system
- Training reimbursements
High Standards, Shared Ownership, and a Deep Commitment
IEQ is predominantly employee-owned, and that structure shapes everything we do. The people here are building together, with accountability to each other and the clients we serve.
We have a 50-person research team, a full family office platform, and a client base of high and ultra-high-net-worth individuals and families that demand the best. The complexity in our work is real, and so is the opportunity to grow.
If you want to work somewhere that rewards initiative and holds itself to a high standard, this is it.
All fiduciaries are obligated to act in their clients’ best interests.
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The Great Place to Work® ranking (May 2026) determines its lists using its proprietary For All methodology to evaluate and certify organizations in America’s largest ongoing annual workforce study. To become Certified, companies must survey their employees using GPTW’s flagship assessment, the Trust Index©, and complete a Culture Brief. IEQ pays GPTW a membership fee of $5,200 to participate in the survey.
More information can be found here: https://www.greatplacetowork.com/our-methodology
Core Values
Blaze Trails
We reward intellectual curiosity and challenge assumptions thoughtfully. If you see a better way to do something, say so.
Get Gritty
Our work requires persistence. We look for people who take initiative without waiting to be asked, and who stay the course when things get complicated.
Lean In
We are a team. That means assuming good faith, communicating openly, and supporting each other's work. Diversity of background and perspective makes our work stronger.
Deliver Excellence
Our clients hold us to a high standard. So do we. We go above and beyond not because it is expected, but because it is how we operate.
Coach, Champion, and Challenge to Success
We invest in each other's development. That means giving honest feedback, being open to receiving it, and staying curious throughout your career.
Benefits and Perks
Former Chairman of the Joint Chiefs of Staff Mike Mullen speaking to the firm on Leadership and how to build a great organization.
The team together after finishing the Presidio 5-10k.
Beautiful views of Foster City from our kitchen and shuffleboard area.
Getting ready to hit the slopes in Park City, UT during a team-building trip.
The game room and Peloton Studio offer an inviting break from hard work.
Socially distanced volunteering with the Boys and Girls Clubs of the Peninsula, handing out meals to underserved members of our community.
Beautiful views of the Bay from one of our meeting rooms.
Taking a break and enjoying the view during a hike on one of our annual Yosemite trips.
For Advisors Who Want the Infrastructure to Match Their Ambition
Our clients often come to us through trusted referrals and tend to stay because the relationship is genuine. They’re high- and ultra-high-net-worth individuals and families who are analytically engaged, loyal when served well, and demanding in ways that raise the quality of our work.
You will have access to a 50-person research team, deep private markets sourcing, a full family office framework, first-class tech platform, and back-office infrastructure that lets you focus on client relationships rather than operations.
IEQ’s independent ownership structure means there are no product quotas and no conflicts of interest.
We are growing, and we are selective about it. If your clients would be well served in this environment and you’re looking for the infrastructure to support your best work, we would welcome a private conversation.
Join Our Team
We hire across investment research, wealth management, client service, operations, and technology. Whatever the role, our expectation is the same: bring intellectual rigor, take ownership, hold yourself accountable, and be genuinely invested in your work.
View Open Positions