ICONIQ

6 days ago

Senior Analyst- Associate, Client Development (New York and San Francisco)

AI Business Development Lead Generation Salesforce

Senior Analyst/Associate at ICONIQ evaluates investment opportunities, conducts market research, and supports client portfolio management in a hybrid onsite role across New York and San Francisco.

105K – 150K $

Open 17d HybridNorth AmericaInternshipSenior

2 weeks ago

Senior Associate, Talent Acquisition

AI Analytics Candidate Experience Full Cycle Recruiting Networking +1 skills

We are seeking a highly motivated and experienced Recruiter to join our Talent Acquisition team, supporting ICONIQ’s Venture and Growth businesses. This individual will serve as a trusted talent advisor to investment…

Open 44d HybridNorth America

2 weeks ago

Analyst, Client Service (Entry-Level, New York and San Francisco)

Entry-level analyst providing high-touch client service to ultra-high-net-worth families and institutions, coordinating wealth planning, financial operations, and lifestyle management with a focus on discretion and detail.

95K – 95K $

Open 44d HybridNorth America

2 weeks ago

Analyst, Financial Advisory (Entry-Level, New York and San Francisco)

Entry-level analyst prepares financial reports, monitors client portfolios, and assists with estate planning for high-net-worth individuals in a family office setting.

95K – 95K $

Senior Analyst, People Operations

AI Automation Data Quality Process Improvement

Senior Analyst in ICONIQ’s Compensation and People Operations team, driving strategic HR initiatives, process optimization, and data-driven compensation decisions using tools like Excel and emerging AI technologies.

105K – 120K $

Open 81d HybridNorth AmericaContractSenior

Senior Associate, Legal Counsel

Senior legal counsel advises ICONIQ’s teams on U.S. and international securities laws, regulatory compliance, and investment matters while supporting audits and policy development.

180K – 210K $

Open 81d HybridNorth America

Analyst, Financial Advisory (New York and San Francisco)

Analyst in Financial Advisory prepares client financial reports, monitors investment performance, and assists with portfolio management for high-net-worth clients in a family office or wealth management setting.

90K – 105K $

Senior Analyst - Associate, Family Office Advisory (New York and San Francisco)

Supporting ultra-high net worth families with their personal, financial, and operational needs within a family office advisory team. Day-to-day involves coordinating across investments, tax, legal, and lifestyle services while managing client requests, documentation, and relationship building. Core technologies include wealth management platforms, CRM systems, and financial operations tools.

110K – 150K $

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

AI Salesforce Strategic Planning

Financial advisory role supporting ultra-high net worth clients with investment management, estate planning, and portfolio analysis. Senior Analysts own key deliverables like asset allocation reviews; Associates lead client relationships and drive portfolio discussions. Both levels use Salesforce, Addepar, and collaborate across investment, legal, and operations teams in a hybrid onsite model.

110K – 150K $

Senior Associate, Family Office Advisory (New York and San Francisco)

The Opportunity The Family Office Advisory Senior Associate is a critical member of the relationship management team responsible for coordinating complex family office operations and driving the implementation of…

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…

170K – 180K $

Senior Solutions Engineer

Agile AI Apex Automation ChatGPT +7 skills

Senior Solutions Engineer designs and implements Salesforce-based systems and AI integrations to streamline business operations and improve client service for a global investment firm.

170K – 190K $

Open 81d HybridNorth AmericaC-level

Vice President, Technical Architect

Agile AI CI/CD JavaScript Machine Learning +2 skills

Leads the design and delivery of scalable, multi-platform solutions for an investment firm, focusing on Salesforce architecture, AI-driven applications, and enterprise integrations.

200K – 250K $

Open 65d HybridNorth America

Project Manager