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

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

• →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.

• Bachelor’s degree and a minimum of  8 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.
• Strong trust and estate and/or personal tax experience, and ability to present key concepts to clients.
• Experience with Fidelity Wealthscape and Salesforce a plus. 

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.