# Senior Associate, Financial Advisory (New York and San Francisco) at ICONIQ Capital

- Company: ICONIQ Capital
- What the company does: ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
- Company website: https://www.iconiq.com
- Type: VC firms
- Level: Senior
- Location: San Francisco, California, United States
- Work setup: On-site
- Pay: $170K to $180K base salary per year (USD)
- Posted: 2025-11-07
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/iconiq/jobs/7380988
- Page: https://www.1752.vc/careers/jobs/iconiq-capital-senior-associate-financial-advisory-new-york-and-san-francisco/

## 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

Tags: Pacific