Associate, Financial Advisory

About the job

The Financial Advisory Associate is a key member of the relationship management team, responsible for leading and enhancing Addepar portfolio management capabilities for some of ICONIQ's largest and most complex client relationships. This role combines deep Addepar expertise with investment and portfolio operations knowledge to oversee portfolio structures, reporting, analytics, data integrity, and workflows. Working closely with the Financial Advisory team, the Associate will develop scalable solutions and best practices that enhance the client experience across ICONIQ. Investment Management This role sits within Investment Management, which strives to deliver exceptional investment…