Senior Analyst, Family Office Advisory

The Family Office Advisory Senior Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.    

What You’ll Do:

• With minimal supervision from the Associate or other senior team members, provide high touch, proactive support in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support.
• Assist with the timely communication and execution of legal and tax strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high‐touch, seamless experience for the client.
• Develop basic working advisory knowledge of trusts, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies. Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre‐nuptial agreements.
• Partner with internal teams to execute new client onboarding and account transfers, and drive tactical account updates and maintenance tasks.
• Collaborate with Client Treasury team members to process bill pay, investment funding, tax payments, and all cash disbursement requests.
• Partner with internal teams to complete investment documents including subscription documents, purchase agreements, and investor support documentation.
• Maintain accurate and up‐to‐date client records in CRM and other firm systems at all times, including project tracking and reporting, with a rigorous focus on data integrity.

Ideal Candidate Background:

• 3+ of relevant industry experience. (Family office, wealth management, or other experience working with high-net-worth families is preferred).
• Organized and detail oriented while managing and completing multiple tasks simultaneously.
• Experience with Fidelity Wealthscape and Salesforce a plus.

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage as well as 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.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Smart-casual dress code.

Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $110,000.00 - $120,000.00 together with the benefits listed above.