ICONIQ Capital

ICONIQ Capital

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

San Francisco, California, United States · Senior

Sponsorship not specified$170k-$180kDetected 156 days ago
SalesforceLeadership

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odds of building a lasting career here

59Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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Employer immigration record

from this employer's Department of Labor filings

Files H-1B transfers

4 transfer filings in the last year, covering 4 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

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About the role

  • Family Office Advisory, Senior Associate

Responsibilities

  • Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships and serve as a key point of contact for day-to-day client service needs.
  • Act as a central coordinator and project lead across clients, internal teams, attorneys, accountants, trustees, and other external advisors to drive the implementation of complex trust and estate planning strategies, including entity structuring, gifting programs, trust funding, wealth transfer planning, philanthropic structures, and related family office matters.
  • Translate client goals and requests into actionable work plans, driving execution across internal teams and external advisors to deliver solutions for clients.
  • Develop a deep understanding of assigned clients' expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
  • 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.
  • Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts.

Requirements

  • Ideal Candidate Background:
  • 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.

Nice to have

  • 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).
  • Experience with Fidelity Wealthscape and Salesforce a plus.
  • Familiarity with AI tools and technologies is a plus.

Compensation

  • Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role.
  • 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.
  • Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role.

Benefits

  • Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
  • Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
  • Commuter Benefits program.
  • We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
  • Stipends to support wellness and hybrid working arrangements.

Company info

  • We are interested in speaking with applicants open to working in either our San Francisco or New York office.
  • As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company.
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This listing is sourced directly from ICONIQ Capital's careers page and normalized into a canonical job model.