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

About ICONIQ

ICONIQ 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.

About Investment Management

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.

The Opportunity: Financial Advisory, Senior Associate

• Serve as day-to-day contact for client relationships, with ownership of execution and communication
• Develop and implement portfolio strategies aligned with client objectives
• Lead portfolio monitoring and performance analysis, delivering clear client insights
• 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 (CPAs, attorneys) ensuring alignment
• Identify opportunities to deepen client relationships

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
• Experience managing junior team members preferred
• Bachelor’s degree required

Location

Applicants are expected to work onsite in either our New York City or San Francisco, CA office in accordance with our hybrid working policy.

Pay

A reasonable estimate of the current salary range is $170,000 - $180,000 together with the benefits listed above.

Use of AI in the Application Process

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.

Equal Employment Opportunity Statement

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.