Family Office Advisory, Vice President

San Francisco

About ICONIQ Capital

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.

About Investment Management

ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care.

The Opportunity: Family Office Advisory, Vice President

The VP of Family Office Advisory is a key relationship management professional for high net worth and ultra-high net worth client teams. This role will serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives and other complex issues.

Principal Responsibilities:

• Support and/or manage family office client relationships with an array of needs that could range from implementing trust & 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.
• Develop a deep understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
• Help seamlessly onramp new clients by understanding their current financial structures and trust & 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.
• Promote and ensure respect for client privacy and confidentiality in all matters.

Qualifications:

• Bachelor’s degree and a minimum of 6-8 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.

Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.

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 $200,000 - $250,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program.

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 [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].

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.