ICONIQ · 1 month ago
Senior Associate, Family Office Advisory (New York and San Francisco)
San Francisco, California, United States
Full-time
Onsite
Senior Level
$170K/yr - $200K/yr
6+ years expICONIQ Capital is a global investment firm with over $80B in assets under management, focused on building resilient investment portfolios for high net worth families and mission-driven institutions. The Family Office Advisory Senior Associate will support relationship managers, ensuring high client satisfaction and managing operations for family office clients.
FinanceInternetReal EstateVenture Capital
Responsibilities
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
Cultivate partnerships with accountants, lawyers, and other client advisors and service providers
Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues
Execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service
Partner with other internal teams on client service processes and workflow
Serve as a mentor and technical resource to client analysts and senior client analysts, working towards management responsibilities
Be an engaged culture carrier and play a leadership role in firmwide initiatives
Promote and ensure respect for client privacy and confidentiality in all matters
Qualification
Required
Bachelor's degree and a minimum of six to eight years of relevant industry experience
Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning
Proven thoughtful and dynamic leadership in a fast-paced environment
Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations
Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients
Preferred
Family office, wealth management, or other experience working with high net worth families is preferred
Experience with Fidelity Wealthscape and Salesforce a plus
Benefits
Discretionary bonus
Health insurance
Paid time off
401k participation with a company matching program
Wellness stipend
Personal education allowance
Commuter benefits program
Company
ICONIQ
ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
201-500 employees
H1B Sponsorship
ICONIQ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (10)
2023 (5)
2022 (11)
2021 (9)
2020 (5)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Dyal Capital Partners
2020-11-10Private Equity
Leadership Team
Caroline Xie
General Partner, ICONIQ
Doug Pepper
General Partner
Recent News
Venture Capital Firms
2026-01-11
thesaasnews.com
2026-01-08
Tech Startups - Tech News, Tech Trends & Startup Funding
2026-01-08
Company data provided by crunchbase