Senior Financial Advisor
4 days ago
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.
- 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.
- 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.
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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