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.
What You'll Do:
- Serve as the primary advisor to high-net-worth and institutional clients, delivering tailored wealth management strategies and acting as the main point of contact.
- Monitor client portfolio and investment performance, ensuring accurate reporting and strategic alignment with client objectives and market conditions.
- Exercise a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
- Perform ad-hoc financial analyses to address estate planning, wealth transfer, and tax optimization needs.
- Maintain relationships with trust & estate attorneys, collaborating to develop, structure, and execute comprehensive estate plans that align with client goals and effectively communicating strategies to clients.
- Oversee CPA relationships to ensure timely information sharing, proactive tax planning, and seamless financial reporting while identifying strategic planning opportunities.
- Co-Lead an Investment Management coverage team by providing strategic direction, managerial oversight, and driving operational excellence in client service.
- Ensure regulatory compliance and fiduciary responsibilities by adhering to industry regulations, best practices, and safeguarding client interests.
- Maintain high-touch client service through proactive communication, delivering insights on market trends, portfolio performance, and financial planning opportunities.
Ideal Candidate Background:
- 10+ years of experience in financial advisory, wealth management, or investment consulting, with a strong track record in client relationship management and financial strategy.
- Proven leadership with a track record of managing high-performing advisory teams, driving revenue growth, and deepening client relationships through strategic development.
- Comprehensive investment management and risk oversight, overseeing complex portfolios, guiding investment decisions, and implementing asset allocation strategies across diverse financial products to optimize risk-adjusted returns.
- Expertise in estate planning, financial strategy, and client relationship management, specializing in wealth transfer, tax optimization, and regulatory compliance while fostering deep, long-term client partnerships.
- Deep understanding of fiduciary responsibilities, regulatory compliance, and industry best practices, ensuring ethical and legal adherence in all financial advisory engagements.
- Exceptional communication and interpersonal skills, with the ability to build trusted relationships and influence key stakeholders.
- Strong executive presence, with the ability to provide strategic financial guidance at the senior leadership level.
- A strategic thinker who can balance long-term planning with proactive problem-solving in fast-paced, complex financial environments.
- Highly motivated, detail-oriented, and intellectually curious, with a passion for financial advisory and investment management.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s degree, CFP, CFA, or CPA preferred).
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 New York City 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. 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 the benefits listed above.
About ICONIQ
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