Senior Associate, Family Office Advisory (new York And San Francisco)
Iconiq
New York, United States
Base: $170,000 - $180,000; bonus/equity: not speci...
On-site
Client service strategy execution
Trusted relationships with intermediaries
Wealth transfer and asset protection
Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships
Job Summary
Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships.
Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues.
Matching Summary
Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships.
Salary
Base: $170,000 - $180,000; Bonus/Equity: Not specified; Benefits: Listed
Skills & Requirements
Must-have
Client service strategy execution
Trusted relationships with intermediaries
Wealth transfer and asset protection
High-touch, seamless service delivery
Mentorship and technical resource
Nice-to-have
Proactive problem solving
Engaged culture carrier
AI tool fluency
Key Requirements
Minimum 8 years relevant industry experience
Bachelor's degree
Strong trust and estate and/or personal tax experience