Bachelor's degree and a minimum of 8 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.
Proven thoughtful and dynamic leadership in a fast-paced environment.
Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.
Strong trust and estate and/or personal tax experience, and ability to present key concepts to clients.
Experience with Fidelity Wealthscape and Salesforce a plus.
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 preparin
Additional Information
About ICONIQ Investment Management
ICONIQ 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, Senior Associate
The Family Office Advisory Senior Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients.
Principal Responsibilities:
Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships.
Serve as a key point of contact for day-to-day client service needs.
Develop a deep understanding of assigned clients' expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
Execute client service strategy, track client team goals, and monitor trends that will impact future client needs.
Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
Cultivate partnerships with accountants, lawyers, and other client advisors and service providers.
Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues.
Execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.
Partner with other internal teams on client service processes and workflow.
Serve as a mentor and technical resource to client analysts and senior client analysts, working towards management responsibilities.
Be an engaged culture carrier and play a leadership role in firmwide initiatives.
Promote and ensure respect for client privacy and confidentiality in all matters.
Iconiq · San Francisco, CA