Family Office Advisory Analyst (NY/SF)

ICONIQ; San Francisco (CA); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Life & Disability Insurance

401(k) Matching

Commuter Benefits

Wellness stipends

Tuition Reimbursement

Smart-casual dress code

Job summary

ICONIQ is seeking an Analyst for Family Office Advisory to support high‑net‑worth client relationships from our New York or San Francisco offices. You will manage operations, onboarding, and day‑to‑day service, while partnering with legal and tax advisors to implement wealth strategies.

A bachelor’s degree and 2+ years of experience are expected. You will coordinate with internal teams, maintain privacy, and contribute to a high‑touch service model that aligns with ICONIQ’s standards and hybrid

Qualifications

• Bachelor’s degree and 2+ years of relevant industry experience.
• Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.

Responsibilities

• Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships.
• Serve as a point of contact for day-to-day client service needs.
• Develop a thorough understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
• Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
• Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.
• Execute and manage the new client onboarding process and account transfers.
• Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.
• Help maintain partnerships with other internal teams on client service processes and workflow.
• Be an engaged culture carrier and participate in firmwide initiatives.
• Promote and ensure respect for client privacy and confidentiality in all matters.

Skills

Interpersonal skills

Communication skills

Team collaboration

Learning aptitude

Education

Bachelor’s degree

Job description

ICONIQ is seeking an Analyst for Family Office Advisory to support high‑net‑worth client relationships from our New York or San Francisco offices. You will manage operations, onboarding, and day‑to‑day service, while partnering with legal and tax advisors to implement wealth strategies.

A bachelor’s degree and 2+ years of experience are expected. You will coordinate with internal teams, maintain privacy, and contribute to a high‑touch service model that aligns with ICONIQ’s standards and hybrid