Senior Associate, Financial Advisory (New York and San Francisco)

What this role involves

The Senior Associate role is a client-facing position within the Financial Advisory team at ICONIQ. The role involves managing client relationships, developing portfolio strategies, and advising on wealth transfer and estate planning. The position requires 6+ years of experience with high-net-worth clients and is based in New York or San Francisco.

Skills this posting asks for

• portfolio management
• investment strategy
• wealth management
• trust and estate planning
• client relationship management

Requirements

• 6 years of experience
• Level: senior
• Remote policy: hybrid

From the employer’s posting

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 i…