Senior Associate, Family Office Advisory (New York and San Francisco)
San Franciscoonsitesenior$170K – $180K
via Greenhouse
About this role
About Investment Management
Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care.
The Opportunity: Family Office Advisory, Senior Associate
The Family Office Advisory Senior Associate is a critical member of the relationship management team responsible for coordinating complex family office operations and projects, driving the implementation of technical planning strategies, client service execution, and cross-functional workflows for high net worth and ultra-high net worth clients.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams, salesforce, greenhouse
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in San Francisco. We weight your proximity and willingness to relocate.
Score yourself on this role.
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Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teamssalesforcegreenhouse
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