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

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, culti...

The Opportunity: Family Office Advisory, Analyst

The Family Office Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships.
Serve as a point of contact for day-to-day client service needs.
Develop a thorough understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.   
Execute and manage the new client onboarding process and account transfers.
Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.
Help maintain partnerships with other internal teams on client service processes and workflow.
Be an engaged culture carrier and participate in firmwide initiatives.
Promote and ensure respect for client privacy and confidentiality in all matters.

 

Bachelor’s degree and 2+ years of relevant industry experience. (Family office, wealth management, or other experience working with high net worth families is preferred).
Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.
Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.

 
Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.
 
Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future Family Office Advisory roles within ICONIQs Client Advisory team, apply here and we will be in touch.  We are interested in speaking with applicants open to working in either our San Francisco or New York office.