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

Requirements

• Bachelor's degree and a minimum of two years of relevant industry experience. (Family office, wealth management, or other experience working with high net worth families is preferred).
• Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.
• Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.
• About ICONIQ
• Use of AI in the Application Process
• We expect candidates to be fluent in using AI tools to enhance their work. You're welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
• We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
• Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own wor

Additional Information

About Investment Management Investment Management strives to deliver exceptional investment portfolios for some of the world's most influential families and an array of mission-driven institutions. Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care. The Opportunity: Family Office Advisory, Analyst The Family Office Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. Principal Responsibilities: Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships. Serve as a point of contact for day-to-day client service needs. Develop a thorough understanding of assigned clients' expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution. Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving. Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants. Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives. Execute and manage the new client onboarding process and account transfers. Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service. Help maintain partnerships with other internal teams on client service processes and workflow. Be an engaged culture carrier and participate in firmwide initiatives. Promote and ensure respect for client privacy and confidentiality in all matters.

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