ICONIQ Capital

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

San Francisco, California, United States · Senior

Sponsorship not specified$170k-$180kDetected 33 days ago

SalesforceLeadership

About the role

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.
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.

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).
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.
Familiarity with AI tools and technologies is a plus.

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.
ICONIQ is a global investment firm elevated by an extraordinary community.
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.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role.

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.

We are interested in speaking with applicants open to working in either our San Francisco or New York office.

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization.
As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company.
We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law.
Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.

This listing is sourced directly from ICONIQ Capital's careers page and normalized into a canonical job model.