Senior Vice President, Wealth Management
2 weeks ago
The Senior Vice President of Wealth Management plays a pivotal role within the client relations team, catering to the sophisticated requirements of high net worth and ultra-high net worth individuals. This position is integral to ICONIQ Capital, which is dedicated to providing outstanding investment strategies by leveraging the unique resources and strategic advantages of the ICONIQ network.
Key Responsibilities:- Act as the primary liaison for clients, ensuring their needs are met with precision.
- Track and analyze client investment performance, preparing detailed quarterly reports to guarantee accuracy and reliability.
- Utilize extensive knowledge of portfolio development, asset categories, investment vehicles, economic trends, client-specific adaptations, and professional communication.
- Conduct specialized analyses to address clients' financial and estate planning requirements.
- Foster relationships with Trust & Estate attorneys, working collaboratively to formulate strategies and effectively communicate them to clients.
- Manage CPA relationships, ensuring timely information exchange and proactive evaluation of planning opportunities.
- Engage directly with leadership and provide managerial guidance to the Family Office team.
- Over 10 years of experience in relevant professional services.
- A strong enthusiasm for investment management and client engagement.
- Meticulous attention to detail and thoroughness.
- Exceptional communication and analytical capabilities.
- Highly driven, reliable, intellectually inquisitive, and mature.
- Solid educational background (minimum of a bachelor's degree required) with strong cognitive skills.
- Comprehensive Medical, Dental, and Vision Insurance.
- Life and disability insurance coverage, along with family and wellness benefits, including mental health support, fertility assistance, and backup childcare.
- A matching 401(k) plan.
- Commuter Benefits program.
- Stipends to promote wellness and support hybrid work arrangements.
- Support for employees pursuing professional certifications, including tuition reimbursement and an allocation for educational materials.
- Smart-casual dress code.
About ICONIQ Capital: ICONIQ Capital is a leading global investment firm backed by an exceptional community. With over $80 billion in assets under management, we aim to construct resilient investment portfolios, collaborate with visionary entrepreneurs who are reshaping industries, manage our clients' legacies, and create unique opportunities across various sectors and society.
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