Senior Associate, Financial Advisory (New York and San Francisco)

The Opportunity: Senior Associate, Financial Advisory The Financial Advisory Senior Associate is a key member of the client coverage team, responsible for the day-to-day management and advancement of client relationships. This role sits at the center of investment strategy, wealth structuring, and client advisory, with meaningful ownership across portfolios, planning initiatives, and client experience. Senior Associates operate with a high degree of autonomy and are expected to exercise judgment in both investment implementation and complex planning strategies.

The role offers a clear path toward broader relationship ownership and leadership within the team.

What You’Ll Do

: Serve as day-to-day contact for client relationships, with ownership of execution and communication Develop and implement portfolio strategies aligned with client objectives Lead portfolio monitoring and performance analysis, delivering clear client insights Execute portfolio activity including rebalancing and transactions Advise on wealth transfer, trust and estate structuring, and philanthropic strategy Drive planning and execution across trust, estate, and charitable initiatives Manage external advisors (CPAs, attorneys) ensuring alignment Identify opportunities to deepen client relationships Ideal Candidate Background: 6+ years of relevant experience with HNW/UHNW clients Ability to manage complex workstreams independently Strong portfolio construction and investment implementation knowledge Experience with trust, estate, and charitable planning Strong judgment and attention to detail Excellent communication skills Experience managing junior team members preferred Bachelor’s degree required

What We Offer

: Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.

Benefits

including mental health

, fertility

, and back-up childcare. A matching 401(k) program.

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 New York or San Francisco office in accordance with our hybrid working policy. Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts.

To register your interest in future Financial Advisory roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office.

are taken into consideration in determining

listed above. About ICONIQ ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B 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.

Compensation

Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other

being offered such as a discretionary bonus, health insurance, and other

decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

and

terms.

Perks

. There are several factors taken into consideration in making