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

San Francisco, California, United States. Posted 12 months ago

The role

The Senior Associate coordinates complex family office operations and implements planning strategies for high net worth and ultra-high net worth clients. This role partners with clients, internal teams, and external advisors within the Investment Management division.

What you will do

Partner with Relationship Managers to support complex family office client relationships.
Lead the coordination and implementation of trust and estate planning strategies.
Oversee family office operations including investment administration, banking, and liquidity management.
Translate client goals into actionable plans by coordinating across teams and advisors.
Build knowledge of clients' objectives to provide personalized service.
Mentor Client Analysts and Senior Client Analysts.
Serve as a collaborative leader to strengthen cross-functional partnerships.

Required qualifications

Bachelor's degree
8+ years of experience in family office, wealth management, or roles supporting high net worth and ultra-high net worth families.
Experience managing complex client relationships and multiple stakeholders in a fast-paced environment.
Strong knowledge of trust and estate planning and/or personal tax planning.

Nice to have

Experience with Fidelity Wealthscape
Experience with Salesforce
Familiarity with AI tools and technologies

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 for wellness and hybrid working arrangements
Tuition reimbursement
Professional certification support
Annual allocation for books and coursework materials
Smart-casual dress code

Before you apply

This posting supports talent pipelining efforts for future Family Office Advisory opportunities.

About the company

ICONIQ is a global investment firm with over $100B assets under management. The firm seeks to build resilient investment portfolios and manage clients' lives and legacies.