Senior Analyst, Client Development; and San Francisco Investment Management

Senior Analyst, Client Development (New York and San Francisco)
New York

As a Senior Client Development Analyst, you’ll play a pivotal role in fueling ICONIQ’s Investment Management growth by turning research and market intelligence into meaningful opportunities. Sitting at the intersection of sourcing (lead generation and conversion to client), analysis (qualification), and strategy, this role gives you the opportunity to help shape how ICONIQ tells its story to entrepreneurs, investors, and families while connecting our unique platform to new relationships.

What You’ll Do:

• Drive opportunity creation by generating top-of-funnel leads through deep market research and by activating ICONIQ’s powerful community network.
• Stay on the pulse of the market by tracking fundraising rounds, M&A activity, IPOs, and other liquidity events that signal where ICONIQ can add value.
• Leverage best-in-class tools such as Pitch Book, Salesforce, Wealth
  
  X, and SEC filings to uncover insights and enhance business development efforts.
• Analyze key prospect materials — from balance sheets and performance reports to estate maps and holding summaries — and translate them into actionable opportunities.
• Craft tailored narratives in partnership with Client Partners and Team Leads, developing bespoke materials that highlight ICONIQ’s differentiated offerings.
• Measure impact by conducting ROI analytics on sales and marketing initiatives, ensuring we refine and amplify what works.
• Elevate our toolkit by curating and maintaining a library of business development resources, including firm, family office, and service offering overviews.

Ideal Candidate Background:

• 2+ years of experience in the Investment Management industry.
• Demonstrated leadership and entrepreneurial ability.
• Advanced PowerPoint and Excel skills.

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• 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.
• Smart‑casual dress code.

Location:Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.

Please note:We are continuously seeking talent for opportunities within our Development & Strategy business and this job has been posted to support talent pipelining efforts. We are interested in speaking with applicants open to working in either our San Francisco or New York office.

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 $105,000 - $120,000 together with the benefits listed above.