*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.

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.