6+ years of relevant experience with HNW/UHNW clients
Ability to manage complex workstreams independently
Strong portfolio construction and investment implementation knowledge
Experience with trust, estate, and charitable planning
Strong judgment and attention to detail
Excellent communication skills
Experience managing junior team members preferred
Bachelor's degree required
Location: Applicants are expected to work onsite in either our New York City or San Francisco, CA 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 words.
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are inte
Benefits
Health insurancePerformance bonus
Additional Information
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society
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: Financial Advisory, Senior Associate
The Financial Advisory Senior Associate is a key member of the client coverage team, responsible for the day-to-day management and advancement of client relationships. This role sits at the center of investment strategy, wealth structuring, and client advisory, with meaningful ownership across portfolios, planning initiatives, and client experience.
Senior Associates operate with a high degree of autonomy and are expected to exercise judgment in both investment implementation and complex planning strategies. The role offers a clear path toward broader relationship ownership and leadership within the team.
Principal Responsibilities:
Serve as day-to-day contact for client relationships, with ownership of execution and communication
Develop and implement portfolio strategies aligned with client objectives
Lead portfolio monitoring and performance analysis, delivering clear client insights
Execute portfolio activity including rebalancing and transactions
Advise on wealth transfer, trust and estate structuring, and philanthropic strategy
Drive planning and execution across trust, estate, and charitable initiatives
Manage external advisors (CPAs, attorneys) ensuring alignment
Identify opportunities to deepen client relationships
Iconiq · San Francisco, CA