Senior Analyst, Family Office Advisory
$110k/y-$120k/y
20 hours ago
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OnsiteFull-timeMid
Summary
ICONIQ is seeking a Senior Analyst, Family Office Advisory to join their team in the New York City Metropolitan Area. The role focuses on delivering high-level service to clients in a dynamic environment, addressing their needs across various aspects of wealth management.
About the Role
As a Senior Analyst in Family Office Advisory, you will be a key member of the client team, responsible for providing proactive support in client relationships, managing lifestyle services, wealth strategy, and investment support. You will assist in executing legal and tax strategies, manage client onboarding, and collaborate with internal teams to ensure seamless service delivery. Additionally, you will maintain accurate client records and assist in training new team members.
About You
Required:
- Bachelor's degree and a minimum of three years of relevant industry experience, preferably in family office or wealth management.
- Strong communication skills, both written and verbal.
- Organized and detail-oriented with the ability to manage multiple tasks simultaneously.
Preferred:
- Experience working with high net worth families.
- Demonstrated passion for high-touch client service.
- Basic knowledge of trusts and estate planning strategies.
Benefits
- Competitive salary range of $110k–$120k.
- Comprehensive benefits package including health insurance and retirement plans.
ICONIQ
ICONIQ is a global investment firm catalyzing opportunity through extraordinary community. We partner with visionaries transforming industries, manage our client’s lives and legacies, seek to deliver exceptional investment portfolios, build where technology disruption creates uncommon outcomes, and champion collaborative philanthropy for outsized impact. Together, our goal is to harness the differentiated capital and strategic strength of the ICONIQ community to turn bold ideas into world-changing realities. Disclaimer: https://bit.ly/3H4dQj0
New York City Metropolitan Area