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

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.

• →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 PitchBook, Salesforce, WealthX, 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.

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

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.

We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.

Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.

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.