ICONIQ Capital
Senior Associate, Financial Advisory (New York and San Francisco)
San Francisco, California, United States · Senior
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About the role
- 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.
- The role offers a clear path toward broader relationship ownership and leadership within the team.
Responsibilities
- Develop and implement portfolio strategies aligned with client objectives
- Lead portfolio monitoring and performance analysis, delivering clear client insights
- Drive planning and execution across trust, estate, and charitable initiatives
- Manage external advisors (CPAs, attorneys) ensuring alignment
- With over $100B 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.
- We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes.
- Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
Requirements
- 6+ years of relevant experience with HNW/UHNW clients
- Experience with trust, estate, and charitable planning
- Bachelor's degree required
- 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.
- Ability to manage complex workstreams independently
- Strong portfolio construction and investment implementation knowledge
- Strong judgment and attention to detail
- Excellent communication skills
Nice to have
- Experience managing junior team members preferred
Compensation
- Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks.
- There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
- At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms.
- A reasonable estimate of the current salary range is $170,000 - $180,000 together with the benefits listed above.
Company info
- As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company.
This listing is sourced directly from ICONIQ Capital's careers page and normalized into a canonical job model.