ICONIQ · 2 months ago
Analyst, Family Office Advisory (New York and San Francisco)
San Francisco, California, United States
Full-time
Onsite
Entry Level
$90K/yr - $105K/yr
2+ years expICONIQ Capital is a global investment firm that manages over $80B in assets, focusing on building resilient investment portfolios and partnering with influential families. The Family Office Advisory Analyst will manage client relationships, ensure high client satisfaction, and collaborate with various stakeholders to implement wealth management strategies.
FinanceInternetReal EstateVenture Capital
Responsibilities
Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships
Serve as a point of contact for day-to-day client service needs
Develop a thorough understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution
Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving
Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants
Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives
Execute and manage the new client onboarding process and account transfers
Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service
Help maintain partnerships with other internal teams on client service processes and workflow
Be an engaged culture carrier and participate in firmwide initiatives
Promote and ensure respect for client privacy and confidentiality in all matters
Qualification
Required
Bachelor's degree
a minimum of two years of relevant industry experience
Excellent interpersonal and communication skills
enthusiasm
a strong aptitude for learning
Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations
Preferred
Family office, wealth management, or other experience working with high net worth families is preferred
Benefits
Discretionary bonus
Health insurance
Paid time off
401k participation with a company matching program
Wellness stipend
Personal education allowance
Commuter benefits program
Company
ICONIQ
ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
201-500 employees
H1B Sponsorship
ICONIQ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (10)
2023 (5)
2022 (11)
2021 (9)
2020 (5)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Dyal Capital Partners
2020-11-10Private Equity
Leadership Team
Caroline Xie
General Partner, ICONIQ
Doug Pepper
General Partner
Recent News
2026-01-22
alleywatch.com
2026-01-20
2026-01-16
Company data provided by crunchbase