Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships. The Family Office Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. The Opportunity: Analyst, Family Office Advisory 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. ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. 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. To register your interest in future Family Office Advisory roles within ICONIQs Family Office team, apply here and we will keep your details on file for future opportunities.ICONIQ Capital is a global investment firm elevated by an extraordinary community. Please note: This job has been posted to support future hiring needs. A reasonable estimate of the current salary range is $90,000 - $105,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. 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. Location: Applicants are expected to work onsite in our New York City office in accordance with our hybrid working policy.Ĭompensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.(Family office, wealth management, or other experience working with high net worth families is preferred). Bachelor’s degree and a minimum of two years of relevant industry experience.Promote and ensure respect for client privacy and confidentiality in all matters.Be an engaged culture carrier and participate in firmwide initiatives.Help maintain partnerships with other internal teams on client service processes and workflow.Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.Execute and manage the new client onboarding process and account transfers.Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.Develop a thorough understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.Serve as a point of contact for day-to-day client service needs. ![]() Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships. ![]() The Opportunity: Family Office Advisory, Analyst ![]() ICONIQ Capital is a global investment firm elevated by an extraordinary community.
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