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

Experience with Fidelity Wealthscape and Salesforce a plus.

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.

ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.

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.