Senior Associate, Financial Advisory (New York and San Francisco)

The role

The Financial Advisory Senior Associate manages and advances client relationships. This role involves investment strategy, wealth structuring, and client advisory with ownership over portfolios and planning initiatives.

What you will do

• Serve as day-to-day contact for client relationships
• Develop and implement portfolio strategies aligned with client objectives
• Lead portfolio monitoring and performance analysis
• Execute portfolio activity including rebalancing and transactions
• Advise on wealth transfer, trust and estate structuring, and philanthropic strategy
• Drive planning and execution across trust, estate, and charitable initiatives
• Manage external advisors including CPAs and attorneys
• Identify opportunities to deepen client relationships

Required qualifications

• 6+ years of relevant experience with HNW/UHNW clients
• Ability to manage complex workstreams independently
• Strong portfolio construction and investment implementation knowledge
• Experience with trust, estate, and charitable planning
• Strong judgment and attention to detail
• Excellent communication skills
• Bachelor’s degree

Nice to have

• Experience managing junior team members preferred

Benefits

• Comprehensive Medical, Dental and Vision Insurance
• Life and disability insurance coverage
• Family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare
• A matching 401(k) program
• Commuter Benefits program
• Stipends to support wellness and hybrid working arrangements
• Support for professional designations/certifications
• Tuition reimbursement
• Allocation for books and other supplies for coursework
• Smart-casual dress code

Before you apply

• This job has been posted to support talent pipelining efforts

About the company

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