About the Opportunity

We are seeking a highly organized and proactive Senior Administrative Assistant or Executive Assistant to support the Investment Management Development team. This role is central to keeping the team running smoothly—managing complex schedules, coordinating events, and ensuring seamless execution across a variety of priorities.

Investment Management

This role sits within 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

• Provide support for VP and additional team members when needed, primarily with social events, travel, team meetings and adhoc project support
• Manage complex, high-volume calendars for and across multiple time zones
• Coordinate internal and external meetings, including travel planning, logistics, event coordination and materials
• Track and manage follow-ups from leadership communications and meetings
• Maintain accurate records of contacts, relationships, and introductions in internal systems
• Partner across teams to support projects and improve operational processes
• Help organize and prioritize client and team activities to ensure deadlines are met
• Process expense reports and provide general administrative support

Ideal Candidate Background

• 3+ years of experience supporting multiple stakeholders in an administrative or executive assistant capacity
• Experience managing complex calendars and scheduling across time zones
• Ability to adapt quickly in a fast-paced, evolving environment
• Experience collaborating across teams and functions
• Proficiency with Microsoft Outlook; experience with customer relationship management tools is a plus
• Strong communication skills and ability to handle sensitive information with discretion
• Familiarity with AI tools and an interest in using them to improve workflows and productivity

Location: Applicants are expected to work onsite in our Palo Alto or 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, 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 pay range is $48.08 to $55.29 an hour, overtime eligible; $100,000 - $115,000 annualized, based on a standard 40-hour workweek for 52 weeks for a Senior Administrative Assistant and $57.69 to $62.50 an hour, overtime eligible; $120,000 - $130,000 annualized, based on a standard 40-hour workweek for 52 weeks for an Executive Assistant.

*For this opening we are looking for undergraduate Seniors graduating Winter 2025/Spring 2026*

The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. 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.

Must be able to start July 27th, 2026 and work in our San Francisco office.

What You’ll Do:

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
• Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Perform ad hoc analyses for clients’ financial and estate planning needs.
• Participate in equity and option trading activities with increasing responsibilities for investment execution.
• Gather, prepare, and coordinate client tax data and documentation.
• Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

Ideal Candidate Background: 

• Bachelor’s degree with a minimum 3.2 GPA
• Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
• Proactively and independently solve problems while exercising sound judgment
• Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
• Strong communication skills both written and verbal
• Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
• Expressed interest in a career in Private Wealth Management

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 child care.
• A matching 401(k) program.
• Commuter Benefits program.
• Wellness stipend, cell phone stipend, and Wi-Fi stipend.
• 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.
• Generous referral bonus to employees if they refer someone who is hired to the firm.
• 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, 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 $95,000 - $105,000 together with the comprehensive benefits listed above.

This role sits within ICONIQ's Venture and Growth team, working as part of a multi-support team supporting a Firm Partner. You are a sharp, experienced, and professional Executive Assistant and will play a vital role in ensuring seamless operations across a dynamic calendar of meetings and global travel—providing high-level support in a fast-paced, entrepreneurial environment.

What You’ll Do

• Own and proactively manage a complex, evolving, high-volume calendar across multiple time zones, ensuring priorities are clearly aligned and time is optimized.
• Seamlessly coordinate extensive domestic and international travel, including detailed itineraries and proactive planning to anticipate needs.
• Ensure the seamless flow of the partner’s day to day activities, anticipating needs and solving problems before they arise.
• Proactively and strategically coordinate internal and external meetings, ensuring the right context, preparation and follow through.
• Partner closely with a multi support team to deliver coordinated, high-quality support and coverage.
• Manage and coordinate high volume network gifting initiatives, including thoughtful selection, logistics and tracking to support relationship building across the firm’s ecosystem.
•  Implement and follow systems that enhance the efficiency and effectiveness of administrative and operational processes
• Provide additional operational and administrative support as needed.

Ideal Candidate Background

• 3+ years in an executive administrative support role with experience in managing complex calendars, travel, and day to day administrative operations.
• Experience supporting  C-level executives in Private Equity, Investment Banking, and/or Consulting environments preferred.
• Strong experience booking and managing complex travel is required; familiarity with private charter flights is a plus.
• Desire to learn and work as a team player in an entrepreneurial, fast-paced, and dynamic environment.
• Superior communication skills, unquestioned integrity, and experience, confidence, and presence to work with colleagues at all levels of the firm, including external counterparts.
• Highly motivated, self-driven, and solution- and detail-oriented.
• Positive attitude; no task too big or too small.
• Bright, upbeat culture creator.
• Strong time management skills with the ability to handle multiple priorities thoughtfully, maintain accuracy, and meet deadlines, while also bringing independent thinking and creative problem-solving.

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 Palo Alto, with the ability to be in person at our San Francisco office as needed, 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 $125,000 - $140,000 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.

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 compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care.

The Opportunity: Associate, Investment Specialist

This role sits at the intersection of ICONIQ’s Investment Strategy and Client Advisory businesses, playing a critical role in shaping how our Multi-Strategy Investment Management platform is communicated and delivered. The platform spans public and private markets, including private equity, venture capital, co-investments, credit, real estate, real assets, hedge funds, and liquid strategies and is focused on developing differentiated investment solutions while leveraging ICONIQ’s global network to drive exceptional client outcomes.

The Investment Specialist will partner closely with investment teams, portfolio management, and cross-functional stakeholders to support investor relations, investment strategy, and platform communications by translating complex investment strategies, portfolio insights, and performance outcomes into clear, compelling narratives for internal stakeholders, clients, and prospective partners.

In addition, the role will serve as a central hub for content creation and organization, developing scalable resources across key areas such as investment strategy, portfolio construction, cash flow management, and broader family office solutions. This work will help ensure consistency, clarity, and impact in how ICONIQ’s platform is articulated across audiences.

Principal Responsibilities

• Develop a deep understanding of ICONIQ’s investment platform, including portfolio construction, asset allocation, cash flow dynamics, and strategies across public and private markets
• Translate complex investment strategies, portfolio positioning, and performance insights into clear, compelling materials tailored for sophisticated investors
• Partner closely with investment and portfolio management teams to accurately represent investment views, attribution, and market positioning
• Act as a centralized hub for investment and client content, building and maintaining a comprehensive repository of materials across investment strategies, portfolio management, cash flow planning, and family office needs
• Create and refine investor-facing materials including pitchbooks, portfolio reviews, white papers, and performance updates
• Support investor relations efforts by preparing materials for client meetings, responding to investment-related inquiries, and ensuring timely, high-quality communication
• Identify opportunities to improve efficiency and consistency across materials, including leveraging AI tools and technologies
• Collaborate with the Client Advisory business to train and develop team members in investment strategies and client-facing capabilities.

Qualifications

• 4+ years of relevant experience in investor relations, investment management, portfolio management, investment marketing, or a related field
• Strong understanding of capital markets, investment strategies, portfolio construction, and performance analysis across asset classes
• Experience developing investor-facing materials such as pitchbooks, portfolio reviews, and performance reports
• Proven ability to work closely with investment professionals and operate effectively in a highly analytical environment
• Highly organized, detail-oriented, and results-driven with the ability to manage multiple priorities in a fast-paced environment
• Strong interpersonal skills and ability to collaborate effectively across teams and time zones
• Familiarity with AI tools and technologies is a plus; interest in leveraging AI to enhance productivity, streamline workflows, and scale content development
• Demonstrated ability to work cooperatively and collaboratively across all levels of the organization to exceed client expectations

Location: Applicants are expected to work onsite in our New York City office in accordance with our hybrid working policy.

Compensation: 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 $130,000 – $150,000 together with the benefits listed above.

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

As a Senior Analyst or Associate within our Financial Advisory (FA) team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world’s most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and uncommon care, ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will be joining a collaborative advisory team that values learning, partnership and shared ownership. We work closely across levels and alongside specialists so that every client benefits from the full strength of the ICONIQ platform.

This is a role for professionals who are energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel effortless, this is your opportunity to join a team built on trust, care, and excellence.

Given our ongoing talent needs, we are consistently looking for high quality individuals to join our team. However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right.

Core Responsibilities for All Candidates:

You will support clients across a broad set of investment, planning, and relationship activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trading coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning conversations.
• Preparing client meeting materials, managing follow ups, and maintaining accurate data in Salesforce, Addepar, and other systems.
• Collaborating closely with Investment Strategy Group, Legal, Compliance, and Operations to ensure seamless client service.

If You Are a Senior Analyst:

Senior Analysts take on increasing ownership, judgment, and communication responsibility. In addition to the core responsibilities, you will:

• Own key deliverables such as preparing asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based analyses.
• Build knowledge of trusts, estate strategies, and gifting structures.
• Participate in parts of client meetings and proactively identify opportunities such as refinancing, liquidity needs, or strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Sr. Analyst Qualifications:
A bachelor’s degree and 3+ years of relevant experience in financial services or wealth management.

If You Are an Associate:

Associates deepen their role as strategic advisors and trusted client partners. You will:

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the ICONIQ investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5 1 plans, lending evaluations, private investment coordination, and other high impact deliverables.
• Coach junior teammates, strengthen team workflows, and help elevate the quality and clarity of client outputs.

Associate Qualifications:
A bachelor’s degree and 5+ years of experience working with high net worth or ultra-high net worth clients.

Who You Are:

Across both levels, successful candidates demonstrate:

• Strong analytical and communication skills and comfort explaining complex topics simply.
• Strong attention to detail and a commitment to accuracy.
• Intellectual curiosity, proactive thinking, and a passion for client service.
• High integrity in handling confidential and sensitive information.
• A collaborative mindset and enthusiasm for working as part of a team.

Location: Applicants are expected to work onsite in our New York or 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 $110,000 - $120,000 for Senior Analysts and $130,000 - $150,000 for Associates together with a discretionary bonus and the benefits listed above.

About ICONIQ Investment Management

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. 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.           

About ICONIQ Investment Management 

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. 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.               

The Opportunity: Financial Advisory, Senior Associate

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

Principal Responsibilities: 

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
• Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Perform ad hoc analyses for clients’ financial and estate planning needs.
• Participate in equity and option trading activities with increasing responsibilities for investment execution.
• Gather, prepare, and coordinate client tax data and documentation.
• Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

Qualifications: 

• Seven to nine years of relevant professional services experience.
• Passion for investment management and client service.
• Detail-oriented and thorough.
• Superior communication and analytical skills.
• Highly motivated, trustworthy, intellectually curious, and mature.
• Excellent academic background and strong cognitive ability.
• Bachelor’s degree.

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. 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 Investment Management 

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. 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.               

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  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.
• 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.
• Strong trust and estate and/or personal tax experience, and ability to present key concepts to clients.
• Experience with Fidelity Wealthscape and Salesforce a plus. 

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 Family Office 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. 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.

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 families. You will help clients manage the personal, financial, and administrative dimensions of their lives with clarity, discretion, and care. From coordinating with advisors to ensuring critical details are handled seamlessly, you will be an integral partner in helping families navigate both everyday needs and meaningful moments.

You will join a collaborative team that values shared problem solving, continuous learning, and a deep commitment to service. We work closely across levels and alongside specialists throughout the firm so that every client benefits from the collective strength of the ICONIQ platform.

This role is ideal for professionals who are energized by complexity, motivated by service, and inspired by work that carries real impact on clients’ lives. If you take pride in anticipating needs, building trusted relationships, and making the intricate feel effortless, you will thrive on a team grounded in trust, care, and excellence.

Given our ongoing talent needs, we are consistently looking for high quality individuals to join our team. However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right.

Core Responsibilities for All Candidates:

You will support clients across a wide range of family office, operational, and service needs, including:

• Acting as the point of contact for day-to-day client requests and ensuring a high touch, seamless experience.
• Executing client operations such as onboarding, account transfers, bill pay, cash movements, tax payments, and documentation with accuracy.
• Coordinating with internal partners across investments, operations, treasury, tax, and legal to support execution and resolve issues.
• Supporting the implementation of wealth transfer, tax, insurance, philanthropic, and asset protection strategies by preparing information, gathering documentation, and communicating with advisors.
• Building trusted relationships with estate managers, chiefs of staff, executive assistants, accountants, attorneys, and other intermediaries.
• Maintaining accurate client information, documentation, and project tracking within CRM and key systems.
• Managing bespoke or time sensitive requests with strong attention to detail, follow through, and communication.

If You Are a Senior Analyst

Senior Analysts take on increased ownership, judgment, and client-facing responsibility. You will:

• Provide proactive support across lifestyle services, investment support, tax and legal strategies, and wealth planning needs with limited supervision.
• Prepare and deliver documentation related to gifting, trusts, tax planning, insurance, and philanthropic initiatives.
• Provide clear, polished, client ready materials.
• Partner with internal teams to manage cash balances, private banking needs, and transaction processing.
• Execute subscription documents, purchase agreements, and investor support materials..
• Maintain rigorous documentation and ensure high data integrity across systems.
• Mentor Analysts by modeling strong organization, follow through, and technical execution.

Senior Analyst Qualifications

Bachelor’s degree and 4+ years of experience in wealth management, family office, or related financial services roles.

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If You Are an Associate

Associates deepen their role as strategic advisors and relationship leaders. You will:

• Lead client relationships alongside senior team members and support decision making across personal, financial, and multi-generational needs.
• Manage complex day to day client needs including 10b5-1 processes, lending inquiries, entity documentation, lifestyle services, and other bespoke requests.
• Guide trust and estate planning conversations, coordinating with attorneys on structures, gifting plans, and long-term strategies.
• Anticipate needs by gathering information, identifying issues, and asking thoughtful questions to move work forward.
• Coach junior team members, strengthen team processes, and elevate the clarity, consistency, and quality of client deliverables.

Associate Qualifications

Bachelor’s degree and 6+ years of experience supporting high net worth or ultra-high net worth clients in family office or wealth management settings.

Who You Are

Across both levels, successful candidates demonstrate:

• Clear and confident communication tailored to clients and advisors.
• High attention to detail and accuracy across operational and client work.
• Strong judgment, proactive problem solving, and the ability to gather and synthesize information effectively.
• Integrity and discretion in handling confidential and sensitive situations.
• A collaborative, service-oriented mindset with enthusiasm for working within a team.

Location: Applicants are expected to work onsite in our New York or 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 $110,000 - $120,000 for Senior Analysts and $130,000 - $150,000 for Associates together with a discretionary bonus and the benefits listed above.

About ICONIQ Investment Management 

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. 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.               

The Opportunity: Financial Advisory, Analyst

The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

Principal Responsibilities: 

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
• Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Perform ad hoc analyses for clients’ financial and estate planning needs.
• Participate in equity and option trading activities with increasing responsibilities for investment execution.
• Gather, prepare, and coordinate client tax data and documentation.
• Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

Qualifications: 

• Two years of relevant professional/financial services experience.
• Passion for investment management and client service.
• Detail-oriented and thorough.
• Superior communication and analytical skills.
• Highly motivated, trustworthy, intellectually curious, and mature.
• Excellent academic background and strong cognitive ability.
• Bachelor’s degree required.

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. 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 $90,000 - $105,000 together with the benefits listed above.

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 technology projects that streamline operations and elevate client service.

What You’ll Do

• Collaborate with stakeholders to turn business needs into scalable technical solutions and architecture
• Lead project delivery across platforms, with a strong focus on Salesforce, using Agile methodologies
• Build customized workflows, dashboards, and automations to support diverse business units
• Integrate AI-powered tools to enhance knowledge management, search, and automation
• Ensure platform stability and user satisfaction by troubleshooting and resolving system issues
• Document and deliver training and enablement resources for system users
• Support change management, including communications and adoption strategies
• Stay on top of emerging technology trends, especially in AI and automation

Ideal Candidate Background

• 6+ years of experience in solutions engineering, product management, or technical consulting
• 4+ years hands-on experience administering and building in Salesforce environments
• Exposure to large language models (LLMs) such as ChatGPT or Claude
• Familiarity with Python, SQL, or Apex
• Experience with business intelligence tools like Tableau or Power BI is a plus
• Strong cross-functional communication and stakeholder management skills
• Ability to balance strategic thinking with tactical execution
• Comfortable navigating ambiguity and solving complex problems in a fast-paced setting
• Bachelor’s degree in Computer Science, Information Systems, Engineering, or related field

What We Offer

• Comprehensive Medical, Dental, and Vision Insurance
• Life and disability insurance, mental health and family planning benefits, and back-up childcare
• 401(k) matching program
• Commuter benefits
• Wellness and hybrid work stipends
• Support for certifications, tuition reimbursement, and learning resources
• Smart-casual dress code

Location
Applicants are expected to work onsite in our New York City 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 $170,000 - $190,000 together with the benefits listed above.

This position will report to the Vice President, Tax and is responsible for the tax compliance of ICONIQ’s private funds, both on the Family Office and Merchant Bank/Growth businesses.  This Senior Analyst position will be involved in direct communications with internal teams and external investors.  As well as working closely with our administrators, and tax preparers and advisors.  Although the role is primarily involved in the tax reporting and compliance, this opportunity provides exposure to all areas of the tax function – including tax due diligence and structuring at the investment level, fund structuring, investor diligence questions, and strategic planning firmwide.  

What You’ll Do

• Support the end-to-end tax compliance process for private funds and related entities
• Review and prepare federal, state, and local tax filings, including investor reporting
• Partner with external service providers to ensure accurate and timely filings
• Maintain tax records across fund entities and management company structures
• Assist with investor tax inquiries and reporting needs
• Contribute to foreign reporting and withholding requirements
• Collaborate with internal teams on tax estimates and planning initiatives
• Identify and help resolve tax-related issues across the platform

Ideal Candidate Background

• 2+ years of tax experience in public accounting or a related industry role
• Experience with partnership tax and fund structures preferred
• Understanding of federal and state tax compliance frameworks
• Exposure to venture capital, private equity, or alternative investments is a plus
• Ability to collaborate across finance, legal, and investment teams
• Interest in leveraging AI tools to improve workflows and productivity

What We Offer

• Comprehensive medical, dental, and vision coverage
• Life and disability insurance, plus wellness and family benefits
• 401(k) with company match
• Commuter benefits and hybrid work support
• Tuition reimbursement and professional development support
• Smart-casual work environment

Location: Applicants are expected to work onsite in our New York City 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, 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 $105,000 - $120,000 together with the benefits listed above.

This role sits within ICONIQ’s Technology team, which empowers our global organization through innovative, secure, and scalable solutions. As a Solutions Engineer, you will partner across the firm to design and deliver systems that enhance operations, improve client service, and support thoughtful innovation, including the integration of AI.

What You’ll Do:

• Partner with stakeholders to translate business needs into scalable technical solutions
• Lead delivery of projects, including planning, execution, and release coordination
• Build and enhance systems such as Salesforce, including workflows, dashboards, and automations
• Design and implement integrations across enterprise platforms
• Apply AI tools to improve solution design and operational efficiency
• Troubleshoot system issues and ensure reliability and user satisfaction
• Create documentation and training materials to support users
• Contribute to continuous improvement of systems and processes

Ideal Candidate Background:

• Familiarity with AI tools and technologies is a plus. We value team members who are curious about leveraging AI to enhance productivity, streamline workflows, and drive innovation.
• 7+ years of experience working with Salesforce in a corporate or consulting environment
• Experience working with AI tools or large language model platforms
• Familiarity with programming or query languages such as Python, SQL, or Apex
• Experience with reporting tools such as Tableau or Power BI
• Strong project management experience in fast-paced environments
• Ability to communicate effectively across technical and non-technical stakeholders
• Bachelor’s degree in Computer Science, Engineering, or a related field

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 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 $170,000-$190,000 together with the benefits listed above.

About ICONIQ Capital

ICONIQ Capital 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 transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. 

ICONIQ Capital is a global investment firm elevated by an extraordinary community, managing over $80B in assets. We partner with visionary leaders and build platforms that support innovation at scale.

We are seeking a Vice President, Technical Architect to lead the design and delivery of scalable, multi-platform solutions while driving our engineering roadmap forward. This role blends deep technical expertise with strong execution, helping us deliver high-quality products and unlock the potential of AI-driven innovation.

What You’ll Do:

• Lead the execution of the engineering roadmap, translating business priorities into clear, measurable delivery plans
• Design and implement scalable architectures across platforms, including Salesforce, internal systems, and external partners
• Oversee the full software development lifecycle from planning through production support
• Establish and maintain high standards for code quality, security, testing, and system performance
• Define and lead Salesforce architecture strategy, including platform integrations and enhancements
• Evaluate and manage technology vendors and partners to ensure long-term scalability and reliability
• Drive development of AI-enabled applications using modern tools and frameworks
• Build and mentor a high-performing engineering team, fostering collaboration and continuous improvement

Ideal Candidate Background:

• 8+ years of experience in software engineering, including technical leadership and architecture
• Proven track record of delivering complex, high-quality systems at scale
• Expertise in multi-platform architecture and enterprise system integrations
• Strong experience with Salesforce technologies and modern development tools such as JavaScript, Python, or similar
• Experience applying AI or machine learning technologies in real-world environments
• Deep understanding of modern development practices such as continuous integration and agile delivery
• Strong communication skills with the ability to partner across technical and non-technical teams
• Interest in using AI tools to enhance productivity and drive innovation

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 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.

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 play a key role in keeping day-to-day operations running smoothly while contributing to broader team initiatives and special projects.

What You’ll Do:

• Manage complex, high-volume calendars across multiple time zones, ensuring priorities are clear and schedules run smoothly
• Coordinate domestic and international travel, often on short timelines
• Support day-to-day operations of the Partner, ensuring seamless execution of meetings and activities
• Maintain and organize data across systems, including contact management and tracking interactions and initiatives
• Collaborate closely with the Growth Support Team and colleagues across the firm
• Improve administrative processes by building systems that enhance efficiency and organization
• Assist in planning and executing internal and external events
• Manage expense reporting, including receipt collection and monthly submissions

Ideal Candidate Background:

• 2+ years of experience in an administrative support role
• Experience in private equity, investment banking, or consulting environments is a plus
• Strong organizational and time management skills, with the ability to manage multiple priorities
• Excellent communication skills and ability to work with stakeholders at all levels
• High level of discretion, professionalism, and sound judgment
• Proactive, solutions-oriented mindset with strong attention to detail
• Experience with Microsoft Office required; familiarity with Salesforce or project management tools is a plus
• Interest in using technology and tools to improve workflows and productivity

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 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 $110,000.00-$120,000.00 together with the benefits listed above.

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 emerging technologies are used to enhance decision-making, streamline processes, and scale impact across the business.

What You’ll Do:

• Partner with Corporate leaders and Technology teams to define and execute a multi-year technology and data strategy aligned with firm priorities
• Translate business needs into scalable, technology-enabled solutions with clear impact and return on investment
• Lead the implementation of tools and platforms focused on automation, artificial intelligence, and data enablement
• Drive standardization and simplification across Corporate processes to improve consistency and efficiency
• Build and mobilize cross-functional teams to deliver measurable outcomes and ensure adoption of new solutions
• Develop frameworks to turn data into actionable insights, dashboards, and decision-making tools
• Champion a technology-forward mindset and help teams understand and embrace change
• Strengthen how data is captured, organized, and used across Corporate functions

Ideal Candidate Background:

• 10+ years of experience in technology strategy, digital transformation, product management, or consulting, ideally within financial services or related industries
• Proven track record of leading cross-functional initiatives that leverage technology to solve complex business challenges
• Experience partnering with Corporate functions such as Finance, Human Resources, Legal, or Operations
• Strong understanding of modern data, automation, and analytics tools (such as data platforms, customer systems, and business intelligence tools)
• Ability to balance strategic thinking with hands-on execution
• Excellent communication skills, with the ability to connect technical and business audiences
• Collaborative mindset with curiosity and a passion for innovation
• Familiarity with artificial intelligence tools and technologies is a plus; we value individuals who are excited about using technology to improve how work gets done

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 San Francisco or New York City 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 $200,000.00-250,000.00 together with the benefits listed above.

About ICONIQ Capital

ICONIQ Capital 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 transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. 

We’re seeking an Office Coordinator who thrives in a dynamic, high-performance environment and takes pride in creating a welcoming and efficient workplace. You’ll be the first point of contact in our San Francisco office, ensuring everything runs smoothly—from greeting visitors to maintaining spaces that reflect our standards of excellence.

What You’ll Do

• Open and close the office daily, ensuring a ready and professional environment.

• Greet and direct guests while delivering a warm, high-touch experience.

• Maintain and prepare conference rooms including AV setup and support.

• Keep kitchen, meeting, and communal areas stocked, clean, and organized.

• Handle incoming calls, mail, deliveries, and office supply orders.

• Support the Facilities team in onboarding new hires and managing vendors.

• Assist with office improvements and address issues proactively.

• Collaborate cross-functionally to deliver a seamless office experience.

Ideal Candidate Background

• 1+ years of experience in office coordination, hospitality, or facilities roles within professional settings.

• Organized, responsive, and proactive with strong multitasking skills.

• Skilled communicator with a customer-first mindset.

• Comfortable working independently and maintaining confidentiality.

• Proficiency in Microsoft Office Suite; experience with systems like Zoom Rooms, Monday.com, or Salesforce is a plus.

What We Offer

• Comprehensive Medical, Dental, and Vision Insurance.

• Life and disability insurance plus wellness, fertility, and mental health benefits.

• 401(k) with matching contributions.

• Commuter benefits and wellness stipends.

• Tuition reimbursement and ongoing professional development support.

• Smart-casual dress code and a vibrant, collaborative workplace.

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, 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 pay range is $33.65 to $40.86 an hour, overtime eligible; $70,000 - $85,000 annualized, based on a standard 40-hour workweek for 52 weeks.

The Client Lifecycle Experience team plays a critical role in supporting the firm’s high-touch service model. The team ensures seamless execution of the client onboarding lifecycle, delivering an efficient and thoughtful transition onto the ICONIQ platform. As a member of this team, you will contribute directly to delivering exceptional client service and operational excellence at the earliest stage of the client relationship.

What You’ll Do

• Collaborate with internal teams to manage the client onboarding process, including account openings, asset transfers, and money movement
• Partner closely with Investment Operations and Client Teams to ensure timely and accurate execution of onboarding activities
• Facilitate timely responses and deliverables with a high degree of accuracy and attention to detail
• Maintain and manage client data, ensuring centralized records are comprehensive, accurate, and up to date
• Develop and maintain strong partnerships with internal teams to improve client service processes, workflows, and procedures
• Partner with external service providers and client counterparties to support onboarding and lifecycle activities
• Prioritize multiple client requests and projects while managing expectations effectively
• Uphold the highest standards of client privacy and confidentiality
• Contribute to the ongoing development and improvement of internal systems and processes
• Act as a strong culture carrier and participate in firmwide initiatives

Ideal Candidate Background

• Bachelor’s degree required
• 2+ years of relevant experience in client onboarding, operations, or related financial services roles
• Direct experience with account openings, asset transfers, and onboarding workflows
• Experience with cashiering and money movement, including drafting instructions and foreign currency transactions
• Familiarity with subscription documents for alternative investments and AML/KYC processes
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment

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 $90,000-115,000 together with the benefits listed above.

The Senior Accounting Analyst plays a core role within the Fund Finance function, partnering closely with internal investment teams and external fund administrators to oversee capital activity, deal funding, and portfolio data integrity. This role supports financial reporting, valuations, audits, and cash planning in a fast-paced, growth-oriented environment, contributing to the delivery of high-quality financial insights and operational excellence.

What You’ll Do:

• Support accounting, tax, financial reporting, and data analysis for ICONIQ-managed funds
• Contribute to the month-end close process, including review of fund net asset values
• Review fund expenses and accruals to ensure accuracy and completeness
• Partner with fund administrators and internal teams on audits and tax processes
• Assist with preparation and review of audited financial statements and investor tax materials
• Coordinate capital calls and distributions, including review of carried interest calculations
• Support valuation processes by reviewing quarterly valuations and portfolio models
• Assist with regulatory reporting and collaborate across investment, finance, and operations teams

Ideal Candidate Background:

• 4+ years of experience in public accounting or industry roles within private equity, venture capital, or alternative asset management
• Bachelor’s degree in accounting, finance, economics, or a related field
• Certified Public Accountant designation preferred
• Experience reviewing financial statements and working with external service providers
• Advanced proficiency in Excel and PowerPoint
• Strong communication skills with the ability to collaborate across teams
• Experience in fast-paced or high-growth environments preferred
• Familiarity with AI tools and technologies is a plus

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 City 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 $105,000.00-$120,000.00 together with the benefits listed above.

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. This role partners closely with founders, executives, and enterprise leaders to unlock growth opportunities, generate actionable insights, and strengthen our network advantage.

This role sits within ICONIQ Venture & Growth which partners with founders defining the future of their industries to transform the world.

What You’ll Do:

• Expand and map ICONIQ’s network of senior enterprise leaders to drive long-term ecosystem strength
• Build relationships with enterprise leaders through events, strategic discussions, and ongoing market engagement
• Support go-to-market efforts for portfolio companies by identifying target customers and facilitating strategic introductions
• Partner with founders and executives to refine customer profiles, target sectors, and growth priorities
• Develop market insights by analyzing enterprise buying trends and emerging technology adoption
• Design and execute curated executive engagements including roundtables, briefings, and industry events
• Maintain accurate data and reporting to track ecosystem growth and portfolio impact
• Collaborate cross-functionally to deliver high-quality outcomes and strengthen internal knowledge sharing

Ideal Candidate Background:

• 2+ years of experience in consulting, venture capital, technology, or a related field
• Strong academic track record and analytical capabilities
• Experience managing multiple projects in a fast-paced environment
• Excellent communication skills with the ability to engage senior stakeholders
• Proficiency with tools such as Excel, PowerPoint, Google Workspace, or Salesforce
• Familiarity with market research platforms and emerging technologies
• Interest in technology and its impact across industries
• Familiarity with AI tools and technologies is a plus; we value curiosity around using AI to enhance productivity and innovation

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 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 $110,000-$120,000 together with the benefits listed above.

This role sits within ICONIQ’s Human Capital team, which is dedicated to shaping our people strategy, enriching the employee experience, and fostering a high-performance, people-centered culture. As a Senior Analyst on the Employee Engagement & Development team, you’ll play a key role in driving the efficiency and effectiveness of our Learning & Development initiatives—ensuring smooth operations, managing systems, coordinating logistics, and bringing learning programs to life.

What You’ll Do

• Manage and maintain our learning and performance systems, ensuring smooth functionality and data consistency across platforms.

• Oversee the logistics of training programs, including scheduling, communication, technology support, and materials coordination.

• Track participation, certifications, and compliance, generating actionable reports and insights on program performance.

• Support the execution of strategic learning initiatives by creating project timelines, tracking budgets, and communicating updates.

• Develop and maintain learning materials such as job aids, process documentation, and multimedia resources.

• Continuously evaluate and improve learning processes for greater efficiency and scalability.

• Collaborate with cross-functional teams to ensure alignment with broader HR and business objectives.

Ideal Candidate Background

• Bachelor’s degree in Human Resources, Education, Business Administration, or related field is a plus.

• 3+ years of experience in learning operations, L&D, or HR, with proven success in system management and training logistics.

• Experience with LMS platforms and strong technical aptitude, including familiarity with e-learning tools.

• Skilled in analyzing learning data to inform strategy and decision-making.

• Excellent project management, organizational, and communication skills.

• Familiarity with budgeting processes and financial tracking.

• Proficiency with Microsoft Office, collaboration platforms, and project management tools.

What We Offer

• Comprehensive Medical, Dental and Vision Insurance.

• Life and disability insurance, mental health support, fertility benefits, and back-up childcare.

• A matching 401(k) program.

• Commuter Benefits.

• Wellness and hybrid work support stipends.

• Tuition reimbursement and professional development funding.

• Smart-casual dress code.

Location
Applicants are expected to work onsite in our San Francisco, CA or New York, NY 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 $100,000-$115,000 together with the benefits listed above.

This role is ideal for someone with intellectual curiosity, a strong work ethic, and highly effective communication and collaboration skills, as well as experience building financial models and presentations that clearly tell the story behind the numbers. The Senior Analyst will work closely with the broader finance function and collaborate cross-functionally as needed to support forecasting, budgeting, management reporting, and strategic decision support initiatives. This role is designed to help drive momentum on deliverables, strengthen reporting and analytical rigor, and support process improvements, with increasing ownership over time.

What You’ll Do

• Build and deliver monthly and quarterly financial reports that provide clear insights into firm and business unit performance
• Support firmwide and divisional forecasting, including revenue drivers, expense trends, and long-term initiatives
• Partner with stakeholders across finance to understand cost drivers and develop actionable forecasts
• Contribute to the annual budgeting process, including coordinating inputs and preparing materials for leadership
• Perform margin and variance analyses to uncover key drivers and communicate insights to stakeholders
• Develop and maintain financial models to support scenario planning and strategic decisions
• Improve data quality and reporting processes, including supporting data validation and system enhancements
• Contribute to process improvements and automation initiatives, including leveraging new technologies

Ideal Candidate Background

• 4+ years of experience in financial planning and analysis, consulting, investment banking, or a similar field
• Bachelor’s degree in finance, accounting, economics, or a related discipline
• Advanced Excel skills, including working with large data sets and building financial models
• Strong experience creating presentations that clearly communicate financial insights
• Experience supporting forecasting, budgeting, and long-term planning processes
• Understanding of margin and variance analysis and ability to explain performance drivers
• Familiarity with financial systems or data visualization tools such as Intacct, Adaptive, Alteryx, or Tableau is a plus
• Interest in using AI tools to enhance analysis and productivity

What We Offer

• Comprehensive medical, dental, and vision insurance
• Life and disability insurance, plus family and wellness benefits
• Mental health support, fertility benefits, and back-up childcare
• 401(k) with company matching
• Commuter benefits and wellness stipends
• Support for professional development, including tuition reimbursement
• A collaborative, high-performing, and inclusive work environment

Location: Applicants are expected to work onsite in our New York City 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, 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 $105,000.00- $120,000.00 together with the benefits listed above.

Senior Analyst, APAC Operations

ICONIQ is seeking a Senior Analyst to join our APAC Operations team in Singapore. This role sits at the intersection of data, operations, and client lifecycle support, helping ensure the accuracy, integrity, and scalability of the information that underpins our investment and client activities. You will play a key role in maintaining and enhancing our portfolio management and client relationship systems, partnering with internal stakeholders and external providers to improve data quality, strengthen controls, and streamline workflows. This role also supports client onboarding and lifecycle transitions, coordinating with compliance, custodians, and client-facing teams to ensure complete documentation, strong data quality, and consistent execution across client changes. We are also open to considering candidates at the Analyst level for this role, depending on experience.

What You'll Do

Portfolio Data & System Management

• Oversee investment and transaction data within the Portfolio Management System, including valuations, commitments, capital calls, and distributions
• Maintain and reconcile transactional data across custodial accounts and banking partners, resolving exceptions in a timely and accurate manner
• Centralize and automate data aggregation from administrators, custodians, and third-party providers

Client Onboarding & Lifecycle Coordination

• Manage end-to-end onboarding and lifecycle events across internal teams and external counterparties to support timely and seamless client implementation
• Coordinate account opening and setup with custodians and coverage teams, ensuring accuracy, completeness, and strong execution discipline
• Support due diligence and compliance processes through disciplined management of onboarding requirements, data quality, and issue resolution

Process Improvement & Transformation

• Drive process improvements that strengthen data governance, enhance controls, streamline workflows, and support greater scalability through business intelligence and AI-enabled tools

Ideal Candidate Background

• Bachelor's degree with a strong academic background
• 2 to 5 years of experience in data operations, data analytics, client onboarding, or related operational roles within financial services; experience across both operational and client-facing functions is particularly valued
• Familiarity with client due diligence requirements (AML/CDD) across institutional and private wealth structures, including entities, trusts, and financial institutions, with exposure to applicable Singapore MAS and UK FCA requirements
• Experience with portfolio management or accounting systems, such as Addepar, and client relationship management platforms such as Salesforce is a plus
• Experience with relational databases or data query tools (e.g., Snowflake, SQL) is a plus
• Interest in applying artificial intelligence and emerging technologies to improve workflows and operational scale
• Strong analytical and problem-solving skills, with close attention to detail and a consistent track record of accuracy in high-volume environments
• Excellent written and verbal communication skills, with the ability to engage effectively with clients, legal counterparties, and senior internal stakeholders

Location

• Applicants are expected to work onsite in our Singapore office in accordance with our hybrid working policy.

As a Senior Client Development Analyst, you’ll play a pivotal role in fueling ICONIQ’s Investment Management growth by turning research and market intelligence into meaningful opportunities. Sitting at the intersection of sourcing (lead generation and conversion to client), analysis (qualification), and strategy, this role gives you the opportunity to help shape how ICONIQ tells its story to entrepreneurs, investors, and families while connecting our unique platform to new relationships.

What You’ll Do:

• Drive opportunity creation by generating top-of-funnel leads through deep market research and by activating ICONIQ’s powerful community network.
• Stay on the pulse of the market by tracking fundraising rounds, M&A activity, IPOs, and other liquidity events that signal where ICONIQ can add value.
• Leverage best-in-class tools such as PitchBook, Salesforce, WealthX, and SEC filings to uncover insights and enhance business development efforts.
• Analyze key prospect materials — from balance sheets and performance reports to estate maps and holding summaries — and translate them into actionable opportunities.
• Craft tailored narratives in partnership with Client Partners and Team Leads, developing bespoke materials that highlight ICONIQ’s differentiated offerings.
• Measure impact by conducting ROI analytics on sales and marketing initiatives, ensuring we refine and amplify what works.
• Elevate our toolkit by curating and maintaining a library of business development resources, including firm, family office, and service offering overviews.

Ideal Candidate Background:

• 2+ years of experience in the Investment Management industry.
• Demonstrated leadership and entrepreneurial ability.
• Advanced PowerPoint and Excel skills.

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 New York or San Francisco office in accordance with our hybrid working policy.

Please note: We are continuously seeking talent for opportunities within our Development & Strategy business and this job has been posted to support talent pipelining efforts. 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. 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 $105,000 - $120,000 together with the benefits listed above.

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 hands-on role advising on securities and investment advisory issues while developing into a well-rounded generalist attorney within a dynamic, collaborative environment.

What You’ll Do:

• Advise internal teams on compliance with United States securities and investment advisory laws, including matters under the Investment Advisers Act of 1940
• Support securities and investment advisory matters in international jurisdictions, including the United Kingdom and Singapore, as needed
• Monitor and interpret regulatory developments and help ensure timely compliance with evolving requirements
• Partner with cross-functional teams on policy development, compliance training, and implementation of best practices
• Assist with regulatory inquiries, examinations, and audits, working closely with internal stakeholders and outside counsel
• Provide general legal support across regulatory, fund, corporate, contract, and investment matters, contributing to risk mitigation and special projects

Ideal Candidate Background:

• Juris Doctor degree from an accredited law school and licensed to practice law in the United States
• Four or more years of relevant experience at a leading law firm and or in-house legal department
• Working knowledge of securities laws, including the Securities Act of 1933, Securities Exchange Act of 1934, or the Investment Advisers Act of 1940
• Experience collaborating across teams and advising senior stakeholders in a fast-paced environment
• Interest in developing into a generalist legal and compliance professional across multiple business areas
• Familiarity with international securities or investment advisory regulations, particularly in the United Kingdom or Singapore, is a plus
• Curiosity about using technology, including artificial intelligence tools, to enhance legal and compliance workflows is a plus

What We Offer:

• Comprehensive medical, dental, and vision insurance
• Life and disability insurance, wellness programs, mental health support, fertility benefits, and backup childcare
• Matching 401(k) program
• Commuter benefits and stipends to support wellness and hybrid work
• Professional development support, including tuition reimbursement and learning resources
• Smart-casual dress code

Location: Applicants are expected to work onsite in ICONIQ’s 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, 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 $180,000 - $210,000 together with the benefits listed above.

ICONIQ is seeking a Senior Analyst to join the Compensation & People Operations team within Human Capital, playing a critical role in advancing the firm’s people strategy through project management, process optimization, and operational excellence. This role partners across Human Capital and business teams to deliver scalable, technology-enabled solutions that enhance the employee experience and strengthen organizational infrastructure. This role sits within our Corporate Human Capital team, which is responsible for shaping ICONIQ’s people strategy, employee experience, and organizational effectiveness globally.

What You’ll Do

• Partner with Human Capital leadership to support and execute key strategic initiatives across compensation and people operations
• Lead cross-functional projects from planning through implementation, ensuring timely delivery and measurable outcomes
• Identify and drive improvements to Human Capital processes and workflows to increase efficiency and scalability
• Support compensation and benefits processes including data analysis, reporting, benchmarking, and cycle administration
• Build models, dashboards, and reporting tools to inform decision-making and improve transparency
• Evaluate and enhance Human Capital systems and tools to improve data quality, automation, and user experience
• Collaborate with stakeholders across offices and time zones to ensure alignment and high-quality execution
• Explore opportunities to leverage emerging technologies, including artificial intelligence, to improve workflows and productivity

Ideal Candidate Background

• 4+ years of experience in Human Capital, operations, project management, or process improvement
• Experience supporting compensation, benefits, or people operations functions preferred
• Demonstrated ability to manage multiple projects and deliver results in a fast-paced environment
• Experience driving process improvements and implementing scalable solutions
• Advanced proficiency in Excel and strong experience with data analysis and reporting
• Interest in leveraging systems, automation, and emerging technologies to enhance operations
• Strong communication skills with the ability to collaborate across teams and stakeholders
• Familiarity with artificial intelligence tools and technologies is a plus

What We Offer

• Comprehensive medical, dental, and vision insurance
• Life and disability insurance, plus family and wellness benefits including mental health support, fertility benefits, and back-up childcare
• Matching 401(k) program
• Commuter benefits
• Wellness and hybrid work stipends
• Support for professional development including tuition reimbursement and learning resources
• Smart-casual dress code

Location: Applicants are expected to work onsite in our New York City 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, 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 $105,000- $120,000 together with the benefits listed above.