-
Analyst-Associate, Family Office Advisory
1 week ago
ICONIQ Capital San Francisco, United StatesAs a Family Office Advisory team member based in San Francisco, you'll play a crucial role in managing relationships with ultra-high net worth clients within ICONIQ's Investment Management division. Your responsibilities include supporting Relationship Managers and Family Office ...
-
Senior Analyst, Family Office Advisory
2 weeks ago
ICONIQ Capital San Francisco, United StatesThe Family Office Advisory Senior Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the ...
-
Senior Analyst, Family Office Advisory
2 weeks ago
ICONIQ Capital San Francisco, United StatesThe Family Office Advisory Senior Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the ...
-
Assistant, Office Services
3 weeks ago
Baker Tilly US, LLP San Francisco, United StatesOverview: · Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and ...
-
Client Accounting and Advisory Lead
1 week ago
Lindquist, von Husen & Joyce LLP San Francisco, United States**Client Accounting and Advisory Lead** · **_Salary Range: $100,000 - $115,000; DOE_** · **Lindquist, von Husen & Joyce LLP** is a premier public accounting firm located in the San Francisco Bay Area. Talent is our biggest asset and we believe in creating a place where you get th ...
-
Principal Associate
2 weeks ago
University of California San Francisco San Francisco, United StatesUnder the general direction of Audit and Advisory Services management, the Principal Associate is responsible for performing highly complex financial, operational and functional assurance reviews, consulting/advisory services and investigations. The Principal Associate performs t ...
-
Associate Analyst
1 week ago
Judicial Council of California San Francisco, United StatesUnder general supervision, the Associate Analyst will support the Appellate Court Appointed Counsel Program (CAC Program) by performing a variety of tasks in the District Courts of Appeal - Court Appointed Counsel System (DCACS) database to review, analyze, and make an initial ap ...
-
Staff Specialist I/ii
3 weeks ago
Bay Area Air Quality Management District San Francisco, United States**Description**: · The Bay Area Air Quality Management District (Air District) is a regional government agency, committed to achieving clean air to protect the public's health and the environment. The Air District accomplishes this goal through the regulation of industrial facili ...
-
Specialist, Public Sector Advisory
1 week ago
Baker Tilly US, LLP San Francisco, United StatesOverview: · Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and ...
-
Wealth Advisor
2 weeks ago
BakerAvenue San Francisco, United StatesSince 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to ...
-
Client Operations Specialist
2 weeks ago
Hughes Marino San Francisco, United States**About Us** · Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in le ...
-
Wealth Management Associate
3 weeks ago
Morgan Stanley San Francisco, United StatesWealth Management Associate** · Job Number: · 3252410 · POSTING DATE: May 10, 2024 · PRIMARY LOCATION: Americas-United States of America-California-San Francisco · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Professional · DESCRIPTION · -: · The Wealth Manage ...
-
Manager, Talent Acquisition, Legal
3 weeks ago
Goodwin Procter LLP San Francisco, United StatesMake an impact at Goodwin, where we partner with our clients to practice law with integrity, ingenuity, agility and ambition. We are in the business of building authentic, long-term relationships with our clients, who are some of the world's most successful and innovative investo ...
-
Australian Based Dams
3 weeks ago
AECOM California City, United States**Company Description** · At AECOM, we're delivering a better world. · With a significant and resilient pipeline of work in our Australian & New Zealand Water business, we are expanding our Dams team in Australia. · Join the number 1 globally ranked Dams and Engineering Practice ...
-
Cresset Capital San Francisco, United States**About Cresset** · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of ...
-
Deputy Director, Institute for Global Health
2 weeks ago
University of California San Francisco San Francisco, United StatesThe Deputy Director is a critical member of the Institute for Global Health Sciences (IGHS) leadership team is in charge of pursuing the IGHS mission and executing the organization's goals purposes. They will report to the Executive Director of IGHS and have overall duty for admi ...
-
Principal Product Manager
2 weeks ago
Zeta Global San Francisco, United States**WHO WE ARE** · Zeta Global (NYSE: ZETA) is the Data-Powered Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing ...
-
EY San Francisco, United States**IT Advisor, Technology Solutions Delivery, Finance Management - Financial Services Office (Manager)(Multiple Positions , Ernst & Young U.S. LLP, San Francisco, CA.** · Assist clients with designing and implementing technology solutions to improve their finance organization's ef ...
-
Experienced Associate
2 weeks ago
WWC Professional Corporation San Francisco Bay Area, United StatesWWC, Professional Corporation is an approved registrant of Public Company Accounting Oversight Board (PCAOB) of the United States and Canadian Public Accountability Board (CPAB). WWC, Professional Corporation provides a spectrum of auditing, tax, and financial advisory services t ...
-
Project Manager
2 weeks ago
Oura San Francisco, United StatesFor us, empowering the world starts with living our values and empowering our team. As a quickly growing company focused on helping people live healthier and happier lives, we work to promote work-life balance and ensure that our team members have what they need to do their best ...
Analyst, Family Office Advisory - San Francisco, United States - ICONIQ Capital
Description
The Family Office Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.
This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.
What You'll Do:
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.
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.
Ideal Candidate Background:
2+ years of relevant industry experience. (Family office, wealth management, or other experience working with high-net-worth families is preferred).
Experience with Fidelity Wealthscape and Salesforce a plus.
Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.
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.Location:
Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.
Please note:
This job has been posted to support future hiring needs.
To register your interest in future Family Office Advisory roles within ICONIQs Family Office team, apply here and we will keep your details on file for future opportunities.
Compensation Range:
ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks.
There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms.
A reasonable estimate of the current salary range is $90,000 - $105,000 together with a discretionary bonus and comprehensive benefits program.
About ICONIQ CapitalICONIQ 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.
When you submit a job application as a prospective employee ("your" or "your") of ICONIQ Capital LLC ("ICONIQ," "we," "us," or "our"), we or our service providers may collect, use, disclose and otherwise process personal information about you.
Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [] and ICONIQ's Privacy Policies available here [].
ICONIQ Capital, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
The Company is committed to complying with its obligations under the Americans with Disabilities Act and will make reasonable accommodations for qualified individuals with known disabilities as required by law.
#J-18808-Ljbffr