Platform Business Analyst

Who are we? 

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role 

IEQ Capital is seeking a highly driven Business Analyst to join our Platform Team. This role operates at the intersection of business, product, operations, and engineering. 

The Business Analyst acts as a product owner and execution lead for platform initiatives, translating business needs into well-defined work, managing backlogs, driving sprint execution, and ensuring adoption across Salesforce, data integrations, and internal tools.  

We are looking for someone who combines strong project management discipline with systems thinking, product ownership, and the ability to push work forward across teams. 

What You’ll Do: 

Own Platform Initiatives End-to-End 

• Evaluate new ideas and requests from business stakeholders 

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