Senior Analyst - Associate, Family Office Advisory (New York and San Francisco)

Requirements

• Across both levels, successful candidates demonstrate:
• Clear and confident communication tailored to clients and advisors.
• High attention to detail and accuracy across operational and client work.
• Strong judgment, proactive problem solving, and the ability to gather and synthesize information effectively.
• Integrity and discretion in handling confidentia

Benefits

Additional Information

Senior Analyst or Associate, Family Office Advisory (Talent Pipeline) As a Senior Analyst or Associate within our Family Office Advisory (FOA) team, you will support some of the world's most prominent individuals and families. You will help clients manage the personal, financial, and administrative dimensions of their lives with clarity, discretion, and care. From coordinating with advisors to ensuring critical details are handled seamlessly, you will be an integral partner in helping families navigate both everyday needs and meaningful moments. You will join a collaborative team that values shared problem solving, continuous learning, and a deep commitment to service. We work closely across levels and alongside specialists throughout the firm so that every client benefits from the collective strength of the ICONIQ platform. This role is ideal for professionals who are energized by complexity, motivated by service, and inspired by work that carries real impact on clients' lives. If you take pride in anticipating needs, building trusted relationships, and making the intricate feel effortless, you will thrive on a team grounded in trust, care, and excellence. Given our ongoing talent needs, we are consistently looking for high quality individuals to join our team. However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right. Core Responsibilities for All Candidates: You will support clients across a wide range of family office, operational, and service needs, including: Acting as the point of contact for day-to-day client requests and ensuring a high touch, seamless experience. Executing client operations such as onboarding, account transfers, bill pay, cash movements, tax payments, and documentation with accuracy. Coordinating with internal partners across investments, operations, treasury, tax, and legal to support execution and resolve issues. Supporting the implementation of wealth transfer, tax, insurance, philanthropic, and asset protection strategies by preparing information, gathering documentation, and communicating with advisors. Building trusted relationships with estate managers, chiefs of staff, executive assistants, accountants, attorneys, and other intermediaries. Maintaining accurate client information, documentation, and project tracking within CRM and key systems. Managing bespoke or time sensitive requests with strong attention to detail, follow through, and communication. If You Are a Senior Analyst Senior Analysts take on increased ownership, judgment, and client-facing responsibility. You will: Provide proactive support across lifestyle services, investment support, tax and legal strategies, and wealth planning needs with limited supervision. Prepare and deliver documentation related to gifting, trusts, tax planning, insurance, and philanthropic initiatives. Provide clear, polished, client ready materials. Partner with internal teams to manage cash balances, private banking needs, and transaction processing. Execute subscription documents, purchase agreements, and investor support materials.. Maintain rigorous documentation and ensure high data integrity across systems. Mentor Analysts by modeling strong organization, follow through, and technical execution. Senior Analyst Qualifications Bachelor's degree and 4+ years of experience in wealth management, family office, or related financial services roles. --------------------------------------------------------------------------------------------------------------------------------------------------------------- If You Are an Associate Associates deepen their role as strategic advisors and relationship leaders. You will: Lead client relationships alongside senior team members and support decision making across personal, financial, and multi-generational needs. Manage complex day to day client needs including 10b5-1 processes, lending inquiries, entity documentation, lifestyle services, and other bespoke requests. Guide trust and estate planning conversations, coordinating with attorneys on structures, gifting plans, and long-term strategies. Anticipate needs by gathering information, identifying issues, and asking thoughtful questions to move work forward. Coach junior team members, strengthen team processes, and elevate the clarity, consistency, and quality of client deliverables. Associate Qualifications Bachelor's degree and 6+ years of experience supporting high net worth or ultra-high net worth clients in family office or wealth management settings.

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