ICONIQ Capital is hiring a
Analyst-Associate
ICONIQ Capital
π΅ $90k-$160k
πUnited States
Please let ICONIQ Capital know you found this job on JobsCollider. Thanks! π
Summary
Join our Family Office Advisory team in New York as a key point of contact for client service needs, managing relationships with ultra-high net worth clients and executing client service strategies.
Requirements
- 2+ years of relevant industry experience. (Family office, wealth management, or other experience working with high-net-worth families is preferred)
- Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients
- Experience with Fidelity Wealthscape and Salesforce a plus
Responsibilities
- Manage operations for client relationships and/or support Family Office Specialists, 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 clientsβ expectations and preferences 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
- Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants
- 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
Benefits
- 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
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Please let ICONIQ Capital know you found this job on JobsCollider. Thanks! π