Vice President of Family Office Advisory
3 weeks ago
We are seeking a highly skilled and experienced Vice President to join our Family Office Advisory team at ICONIQ Capital. As a key relationship management professional, you will be responsible for building and maintaining strong relationships with high net worth and ultra-high net worth client teams.
Key Responsibilities- Support and manage family office client relationships with a range of needs, from implementing trust and estate strategies to helping with home purchases and financings, philanthropic donations, art purchases, private jet chartering, angel investment execution, personal staff hiring, and more.
- Translate client goals into actionable work plans and serve as project manager and hands-on executor working across internal and external partners (financial, legal, tax, etc.) as needed to solve problems and get to solutions for clients.
- Serve as a key point of contact for day-to-day client service needs.
- Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem-solving.
- Help seamlessly onramp new clients by understanding their current financial structures and trust and estate situation to move them over to preferred partners and solutions.
- Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
- Direct and/or execute investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.
- Serve as a manager, mentor, and technical resource to family office advisory analysts and associates.
- Bachelor's degree and 8+ years of relevant industry experience (family office, wealth management, or other experience working with high net worth families is preferred).
- Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.
- Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients.
- Experience with Fidelity Wealthscape and Salesforce a plus.
ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.
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 an individual's coursework.
- Smart-casual dress code.
Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.
Compensation RangeA reasonable estimate of the current salary range is $200,000 - $250,000 together with the benefits listed above.
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