Analyst, Family Office Advisory; and San Francisco) Investment Management

About Investment Management

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, Analyst

The Family Office Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

What You'll Do:

• Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships.
• Serve as a point of contact for day-to-day client service needs.
• Develop a thorough understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
• Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
• Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.
• Execute and manage the new client onboarding process and account transfers.
• Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.
• Help maintain partnerships with other internal teams on client service processes and workflow.
• Be an engaged culture carrier and participate in firmwide initiatives.
• Promote and ensure respect for client privacy and confidentiality in all matters.

Ideal Candidate Background:

• Bachelor’s degree and 2+ 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.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.

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

What We Offer:

• 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.
• 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.

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 $95,000 - $105,000 together with the benefits listed above.