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

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 investment strategy, wealth structuring, and client advisory, with meaningful ownership across portfolios, planning initiatives, and client experience.

Senior Associates operate with a high degree of autonomy and are expected to exercise judgment in both investment implementation and complex planning strategies. The role offers a clear path toward broader relationship ownership and leadership within the team.

What You'll Do

• Serve as day-to-day contact for client relationships, with ownership of execution and communication
• Develop and implement portfolio strategies aligned with client objectives
• Lead portfolio monitoring and performance analysis, delivering clear client insights
• Execute portfolio activity including rebalancing and transactions
• Advise on wealth transfer, trust and estate structuring, and philanthropic strategy
• Drive planning and execution across trust, estate, and charitable initiatives
• Manage external advisors (CPAs, attorneys) ensuring alignment
• Identify opportunities to deepen client relationships

Ideal Candidate Background

• 6+ years of relevant experience with HNW/UHNW clients
• Ability to manage complex workstreams independently
• Strong portfolio construction and investment implementation knowledge
• Experience with trust, estate, and charitable planning
• Strong judgment and attention to detail
• Excellent communication skills
• Experience managing junior team members preferred
• Bachelor's degree required

What We Offer

• Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Smart-casual dress code.

Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.

• Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts.
• To register your interest in future Financial Advisory roles within ICONIQs Client Advisory team, apply here and we will be in touch.
• We are interested in speaking with applicants open to working in either our San Francisco or New York office.

Compensation

Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks.

There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms.

A reasonable estimate of the current salary range is $170,000 - $180,000 together with the benefits listed above.

Use of AI in the Application Process

We expect candidates to be fluent in using AI tools to enhance their work. You're welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.

We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.

Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.