Vice President, Family Office Advisory

The Vice President of Family Office Advisory sits in our San Francisco office and is a key relationship management professional for high net worth and ultra-high net worth client teams. As a Vice President you will serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues. 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:

• Support and/or manage family office client relationships with an array of needs that could range from implementing trust & estate strategies to helping with home purchases and financings, philanthropic donations, art purchases, private jet chartering, angel investment execution, personal staff hiring, and more.
• Translate client goals into actionable work plans and serve as project manager and hands-on executor working across internal and external partners (financial, legal, tax, etc.) as needed to solve problems and get to solutions for clients.
• Serve as a key point of contact for day-to-day client service needs.
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues and proactive problem solving.
• Help seamlessly onramp new clients by understanding their current financial structures and trust & estate situation to move them over to preferred partners and solutions.
• Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff and executive assistants.
• Direct and/or execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.
• Serve as a manager, mentor, and technical resource to family office advisory analysts and associates.

Ideal Candidate Background:

• Bachelor’s degree and 8+ 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.
• Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients.
• 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 $200,000 - $250,000 together with the benefits listed above.