Vice President

Website ICONIQ Capital

ICONIQ Capital is a global investment firm elevated by an extraordinary community.

About The Job

  • The Vice President of Family Office Advisory sits in our San Francisco office and is a key relationship management professional for high-net-worth and ultra-high-net-worth client teams.
  • As a Vice President you will serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues.
  • This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.

What You’ll Do:

  • Support and/or manage family office client relationships with an array of needs that could range from implementing trust & estate strategies to helping with home purchases and financings, philanthropic donations, art purchases, private jet chartering, angel investment execution, personal staff hiring, and more.
  • Translate client goals into actionable work plans and serve as project manager and hands-on executor working across internal and external partners (financial, legal, tax, etc.) as needed to solve problems and get to solutions for clients.
  • Serve as a key point of contact for day-to-day client service needs.
  • Drive high client satisfaction through excellent customer service, prompt follow-up on client issues and proactive problem solving.
  • 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 and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff and executive assistants.
  • Direct and/or execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.
  • Serve as a manager, mentor, and technical resource to family office advisory analysts and associates.

Ideal Candidate Background:

  • Bachelor’s degree and 8+ years of relevant industry experience (family office, wealth management or other experience working with high net worth families is preferred).
  • Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.
  • Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients.
  • Experience with Fidelity Wealthscape and Salesforce a plus.

Base salary: $200,000 – $250,000 a year

To apply for this job please visit www.linkedin.com.