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.
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 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.

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 $170,000 - $180,000 together with the benefits 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.

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