ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
About the role
The Financial Advisory Senior Associate is a key member of the client coverage team, responsible for the day-to-day management and advancement of client relationships. This role sits at the center of investment strategy, wealth structuring, and client advisory, with meaningful ownership across portfolios, planning initiatives, and client experience.
What they're looking for
- 6+ years of relevant experience with HNW/UHNW clients
- Ability to manage complex workstreams independently
- Strong portfolio construction and investment implementation knowledge
- Experience with trust, estate, and charitable planning
- Strong judgment and attention to detail
- Excellent communication skills
More about this role
The Opportunity: Senior Associate, Financial Advisory
The Financial Advisory Senior Associate is a key member of the client coverage team, responsible for the day-to-day management and advancement of client relationships. This role sits at the center of investment strategy, wealth structuring, and client advisory, with meaningful ownership across portfolios, planning initiatives, and client experience.
Senior Associates operate with a high degree of autonomy and are expected to exercise judgment in both investment implementation and complex planning strategies. The role offers a clear path toward broader relationship ownership and leadership within the team.
- Serve as day-to-day contact for client relationships, with ownership of execution and communication
- Develop and implement portfolio strategies aligned with client objectives
- Lead portfolio monitoring and performance analysis, delivering clear client insights
- Execute portfolio activity including rebalancing and transactions
- Advise on wealth transfer, trust and estate structuring, and philanthropic strategy
- Drive planning and execution across trust, estate, and charitable initiatives
- Manage external advisors (CPAs,...
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