Senior Financial Advisor

4 days ago


San Francisco, California, United States ICONIQ Capital Full time
Job Title: Senior Financial Advisor

At ICONIQ Capital, we are seeking a highly skilled Senior Financial Advisor to join our team. As a critical member of our relationship management team, you will be responsible for serving the complex needs of our high net worth and ultra-high net worth clients.

Key Responsibilities:
  • Monitor client investment performance and manage quarterly portfolio reports to ensure accuracy and consistency.
  • Exercise a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, and client customizations.
  • Perform ad hoc analyses for clients' financial and estate planning needs.
  • Maintain relationships with Trust & Estate attorneys and collaborate closely with them to drive strategy and communicate it to clients.
  • Oversee CPA relationships to ensure timely information provision and proactive evaluation of planning opportunities.
  • Direct involvement with leadership and managerial oversight of Family Office team.
Requirements:
  • 8+ 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 (minimum of bachelor's degree required) and strong cognitive ability.
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 childcare.
  • A matching 401(k) program.
  • Commuter Benefits program.
  • Stipends to support wellness and hybrid working arrangements.
  • 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 coursework.
  • 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:

A reasonable estimate of the current salary range is $200,000 - $250,000, together with the benefits listed above.



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