Philanthropy Advisor

ICONIQ Impact; New York (NY); Hybrid; USD 140,000 - 200,000; Full time

Job summary

ICONIQ Capital's ICONIQ Impact seeks an experienced Philanthropy Advisor to support clients' giving strategies, focusing on climate, health, education, and equity.

The role will primarily support one ICONIQ family while delivering advisory to others with overlapping interests. Travel for meetings is required, and the position reports to the SVP.

A hybrid NYC-based role requiring presence at the office three days a week.

Qualifications

• Extensive experience advising ultra-high-net-worth individuals.
• Strong project management and coordination across teams.
• Willingness to travel for client and grantee meetings.

Responsibilities

• Develop and curate giving portfolios aligned with clients' interests.
• Coordinate collaborative philanthropic initiatives among clients.
• Serve as project manager for engagement initiatives.
• Provide white-glove service and strategic advisory.

Skills

UHNW client service

Philanthropy strategy

Client relationships

Job description

ICONIQ Capital is a privately held investment firm that advises and invests on behalf of some of the world’s most influential families and organizations. We create investment opportunities and strategies for our clients to manage their lives, philanthropy, and legacy.

ICONIQ Impact is ICONIQ Capital’s global platform for collaborative philanthropy. We harness the intelligence and convening power of ICONIQ’s network to achieve an outsized, measurable impact on some of the world’s most pressing problems. Our primary areas of focus include climate change, gender equity, health, democracy, refugee resettlement, education, and economic mobility. Since our inception in April 2019, we’ve mobilized over $400 million in grant commitments and have a goal to unlock $3 billion by 2030. Now, we’re looking to grow our team so we can dream bigger, act bolder, and drive impact at scale.

The small and tight-knit team at ICONIQ Impact is dedicated to building authentic and trusting relationships with our clients and is committed to offering each of them superior support and care to meet their individualized giving needs. To ensure we meet and exceed our ambitious philanthropic goals, we are growing our internal capacity and are eager to find our next Philanthropy Advisor.

ABOUT THE POSITION

ICONIQ Impact is seeking an experienced Philanthropy Advisor to support ICONIQ clients with their philanthropic strategy and giving needs. This position will heavily support one ICONIQ family but will also provide philanthropic advisory and support to additional ICONIQ clients—particularly where clients’ giving interests overlap. The primary family prioritizes giving opportunities that are high-leverage, equity-oriented, human-centered, and collaborative. With these criteria in mind, the Philanthropic Advisor will be responsible for curating open-source giving portfolios focused on (but not limited to) climate change, gender equity, global health, criminal justice reform, and education.

The Philanthropic Advisor will additionally be expected to support the creation of new collaborative philanthropic initiatives and engagement opportunities among clients with similar giving interests. They will serve as a project manager for initiatives where their clients are participants.

Demonstrated experience working with UHNWI and a commitment to providing “white glove” service is required, as is the ability to travel for client and grantee meetings. The position will report to Matti Navellou, SVP of ICONIQ Impact, who will serve as lead contact for the clients and set vision for their engagement. The ideal candidate is excited to work in a deputy capacity and should additionally have subject-matter expertise in one or more of the aforementioned issue areas. The Philanthropy Advisor will be a part of a hybrid team and will be required to work from the New York City office three days a week.