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

About ICONIQ Capital

ICONIQ Capital 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. 

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, Senior Analyst

The Family Office Advisory Senior Analyst is a key member of the family office client team, focused on delivering the highest level of service to clients in a fast‐paced and dynamic environment. The Family Office Advisory Senior Analyst assists with driving client satisfaction by addressing client needs and goals with best in class solutions across lifestyle management, investments support, insurance, legal, tax, and wealth planning. The Family Office Advisory Senior Analyst also serves as a liaison to third‐party vendors including insurance brokers, attorneys, tax advisors, security providers, and concierge companies to help drive core projects to completion on behalf of clients.

Principal Responsibilities: 

Client Service

• With minimal supervision from the Associate or other senior team members, provide high touch, proactive support in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support.
• Assist with the timely communication and execution of legal and tax strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high‐touch, seamless experience for the client.
• Successfully adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally.
• Deliver accurate, timely work product and document preparation with the highest level of attention to detail at all times.
• Execute and achieve results on bespoke client requests, including unique or one‐off projects in collaboration with or under minimal direction from other team members.
• Develop basic working advisory knowledge of trusts, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies. Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre‐nuptial agreements.

Client Operations

• Partner with internal teams to execute new client onboarding and account transfers, and drive tactical account updates and maintenance tasks.
• Manage cash balances daily, as well as provide private banking support across all accounts.
• Collaborate with Client Treasury team members to process bill pay, investment funding, tax payments, and all cash disbursement requests.
• Partner with internal teams to complete investment documents including subscription documents, purchase agreements, and investor support documentation.

Team Collaboration

• Partner with internal teams including investments, investment operations, client’s operations, and family office human resources to coordinate client service processes and workflows.
• Embody ICONIQ’s entrepreneurial spirit through active participation in cross‐functional firm initiatives in support of the business.

Documentation & Reporting

• Maintain accurate and up‐to‐date client records in CRM and other firm systems at all times, including project tracking and reporting, with a rigorous focus on data integrity.

Training & Mentorship

• Assist in training and mentoring Client Analysts and any new hires on the Client Team.
• Help new analysts understand how to efficiently use internal systems, follow processes, and to stay organized.

Qualifications: 

• Bachelor’s degree and a minimum of three years of relevant industry experience. (Family office, wealth management or other experience working with high net worth families is preferred.)
• Organized and detail oriented while managing and completing multiple tasks simultaneously.
• Proactively and independently solve problems while exercising sound judgment.
• Demonstrated passion in high‐touch client service.
• Strong communication skills both written and verbal.
• Excellent interpersonal 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.

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. To register your interest in future [choose one: Financial Advisory/Family Office Advisory] roles within ICONIQs Client Advisory team, apply here and we will be in touch.  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, 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 $110,000 - $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.