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.ICONIQ Capital is a global investment firm elevated by an extraordinary community. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. 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. Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.Ĭompensation 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. Experience with Fidelity Wealthscape and Salesforce a plus.Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients.Excellent interpersonal and communication skills, enthusiasm and a strong aptitude for learning.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).Promote and ensure respect for client privacy and confidentiality in all matters.Serve as a manager, mentor, and technical resource to family office advisory analysts and associates.Direct and/or execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff and executive assistants.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 a deep understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.Drive high client satisfaction through excellent customer service, prompt follow-up on client issues and proactive problem solving.