Associate, Family Office Advisory - San Francisco, CA

About ICONIQ Investment Management

ICONIQ 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, Associate  

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

Principal Responsibilities:

• Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships.
• Serve as a key point of contact for day-to-day client service needs.
• Develop a deep understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
• Execute client service strategy, track client team goals, and monitor trends that will impact future client needs.
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
• Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
• Cultivate partnerships with accountants, lawyers, and other client advisors and service providers.
• Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues.
• Execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.
• Partner with other internal teams on client service processes and workflow.
• Serve as a mentor and technical resource to client analysts and senior client analysts, working towards management responsibilities.
• Be an engaged culture carrier and play a leadership role in firmwide initiatives.
• Promote and ensure respect for client privacy and confidentiality in all matters.

Qualifications: 

• Bachelor’s degree and a minimum of six 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.
• 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.
• Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients.
• Experience with Fidelity Wealthscape and Salesforce a plus.

Location: San Francisco, CA

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 $130,000 - $150,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program.

About ICONIQ

ICONIQ is a global investment firm elevated by an extraordinary community. With over $80B 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. 

When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies]. 

Equal Employment Opportunity Statement:

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.