Family Office Advisory, Senior Associate

About ICONIQ 

ICONIQ Family Office advises and invests on behalf of some of the world’s most influential families. We create solutions and seek investment opportunities that harness differentiated capital and the strategic value of the ICONIQ Capital global network. ICONIQ Family Office’s goal is to build resilient portfolios that compound returns from diverse sources, across public and private markets. Our deep connection with our families extends through advisory services and strategies to guide their lives, philanthropy, and legacy.

The Opportunity: Family Office Advisory, Senior Associate   

The Family Office Advisory Senior Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

Principal 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.

Qualifications:

• Bachelor’s degree and a minimum of six to eight 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.
• 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.
• Experience with Fidelity Wealthscape and Salesforce a plus.