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

The role

You will support prominent individuals and families by managing personal, financial, and administrative dimensions of their lives. This includes coordinating with advisors and executing client operations.

What you will do

• Act as the point of contact for day-to-day client requests.
• Execute client operations such as onboarding, account transfers, bill pay, cash movements, tax payments, and documentation.
• Coordinate with internal partners across investments, operations, treasury, tax, and legal.
• Support the implementation of wealth transfer, tax, insurance, philanthropic, and asset protection strategies.
• Build relationships with estate managers, chiefs of staff, executive assistants, accountants, and attorneys.
• Maintain client information and project tracking within CRM and key systems.
• Manage bespoke or time sensitive requests.
• Provide proactive support across lifestyle services, investment support, tax and legal strategies, and wealth planning needs.
• Lead client relationships and support decision making for high net worth clients.
• Coach junior team members and strengthen team processes.

Required qualifications

• Bachelor’s degree
• 4+ years of experience in wealth management, family office, or related financial services roles for Senior Analysts
• 6+ years of experience supporting high net worth or ultra-high net worth clients in family office or wealth management settings for Associates
• Clear and confident communication
• High attention to detail and accuracy
• Strong judgment and proactive problem solving
• Integrity and discretion

Benefits

• Medical, Dental and Vision Insurance
• Life and disability insurance coverage
• Mental health benefits
• Fertility benefits
• Back-up childcare
• Matching 401(k) program
• Commuter Benefits program
• Stipends to support wellness and hybrid working arrangements
• Professional designation/certification support
• Tuition reimbursement
• Allocation for books and supplies for coursework
• Smart-casual dress code

Before you apply

• This opening is intended to pipeline candidates for future opportunities; the firm will reach out when the timing is right.

About the company

ICONIQ is a global investment firm with over $100B assets under management. They seek to build resilient investment portfolios, partner with entrepreneurs, and manage clients’ lives and legacies.