Senior Associate, Financial Advisory (New York and San Francisco)
ICONIQSan Francisco, California, United States · Posted 9 months agoDescription
The Opportunity: Senior Associate, Financial Advisory
The Financial Advisory Senior Associate is a key member of the client coverage team, responsible for the day-to-day management and advancement of client relationships. This role sits at the center of investment strategy, wealth structuring, and client advisory, with meaningful ownership across portfolios, planning initiatives, and client experience.
Senior Associates operate with a high degree of autonomy and are expected to exercise judgment in both investment implementation and complex planning strategies. The role offers a clear path toward broader relationship ownership and leadership within the team.
What You’ll Do:
- 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
Ideal Candidate Background:
- 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
What We Offer:
- Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
- 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 New York or San Francisco office in accordance with our hybrid working policy.
Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future Financial Advisory roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office.
Compensation 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. 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 $170,000 - $180,000 together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B 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.
When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
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.
We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
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.
Similar jobs
Est. 97,500 USD
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 compoun…
Est. 115,000 USD
Senior Analyst or Associate, Financial Advisory (Talent Pipeline) As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted p…
Est. 120,000 USD
Senior Analyst or Associate, Family Office Advisory (Talent Pipeline) As a Senior Analyst or Associate within our Family Office Advisory (FOA) team, you will support some of the world’s most prominent individuals and fam…
Est. 95,000 USD
*Eligible candidates are undergraduate seniors expected to graduate in Winter 2026 or Spring 2027* About Investment Management ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of…
Est. 175,000 USD
The Opportunity The Family Office Advisory Senior Associate is a critical member of the relationship management team responsible for coordinating complex family office operations and driving the implementation of sophist…
Est. 117,500 USD
Ideal Candidate Background: Across both levels, successful candidates demonstrate: Strong analytical and problem-solving skills with the ability to synthesize complex information into actionable insights. Excellent writt…
Est. 95,000 USD
*Eligible candidates are undergraduate seniors expected to graduate in Winter 2026 or Spring 2027* About Investment Management Investment Management strives to deliver exceptional investment portfolios for some of the wo…
Est. 225,000 USD
This role sits within ICONIQ’s Corporate organization, where we partner across functions to drive operational excellence and innovation firmwide. As a senior technology leader, you will shape how data, automation, and em…
Est. 140,000 USD
This individual is a critical member of the Data Operations team and will act as a strategic partner to investment teams, client service professionals, risk & compliance, and fund administrators as well as partner wi…
Est. 195,000 USD
This role sits within ICONIQ’s Legal and Compliance team and supports investment, advisory, and client service teams across a broad range of regulatory and legal matters. The Senior Associate, Legal Counsel will play a h…
Est. 157,500 USD
This position will handle core administrative duties for a Founding Firm Partner as well as a wide array of other responsibilities including special ad hoc projects. The Senior Executive Team Assistant will collaborate w…
Est. 115,000 USD
This role sits within ICONIQ Venture & Growth, which partners with founders defining the future of their industries to transform the world. As a Senior Administrative Assistant, you will support a Firm Partner and pl…
Est. 175,000 USD
We are seeking a highly motivated and experienced Recruiter to join our Talent Acquisition team, supporting ICONIQ’s Venture and Growth businesses. This individual will serve as a trusted talent advisor to investment pro…
Est. 130,000 USD
ICONIQ Studio is dedicated to thoughtfully cultivating our remarkable community of the world’s brightest minds. As the firm’s creative, strategic, and operational center for network engagement, we are structured around t…
Est. 112,500 USD
ICONIQ is seeking a Senior Analyst to join the Compensation and People Operations team within Human Capital, playing a critical role in advancing the firm’s people strategy through project management, process optimizatio…
Est. 130,000 USD
About the Opportunity This role sits within Impact, which catalyzes collaborative philanthropy for effective giving at scale. We are seeking a proactive and highly organized Executive Assistant to support the Head of ICO…
Est. 145,000 USD
The Human Capital team at ICONIQ is dedicated to attracting, developing, and retaining exceptional talent while fostering a high-performance culture rooted in our values. As our Talent Operations Lead, you will partner c…
Est. 160,000 USD
The Associate, Analytics Engineer will join ICONIQ’s Data & Analytics team within Technology, partnering across corporate functions to drive data-informed decision-making. The role combines analytical and commercial…
Est. 180,000 USD
This role sits within our Technology team, which empowers the firm through secure, scalable, and innovative solutions. As a Senior Solutions Engineer, you’ll play a critical role in driving Salesforce and enterprise tech…
Est. 115,000 USD
ICONIQ Venture & Growth is seeking a Senior Analyst to join its Portfolio Operations team, a highly strategic function focused on driving commercial and strategic value across our portfolio and broader ecosystem. Thi…
Est. 160,000 USD
The Project Manager will join the Technology organization to help build the operational foundation that enables ICONIQ Studio, the firm's creative, strategic, and operational center for network engagement, to scale. Part…
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 trans…
Est. 212,500 USD
AI Transformation Managing Principal – Banking Location: New York, NY | Practice Area: Technology & Engineering | Type: Permanent Lead AI transformation strategies that redefine banking. The Role As an AI Transformat…
Est. 70,000 USD
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding…
Est. 70,000 USD
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding…
Est. 70,000 USD
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding…
Est. 70,000 USD
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding…
Est. 70,000 USD
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding…
Est. 164,500 USD
Senior AI Infusion Program Lead Location: New York, NY, USA (Hybrid) | Practice Area: Technology & Engineering | Type: Full-Time Employee Drive enterprise AI adoption by shaping the products, capabilities, and learni…
Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust. We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investmen…