![]() ![]() Excellent academic background and strong cognitive ability.Ĭompensation 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.Highly motivated, trustworthy, intellectually curious, and mature.Superior communication and analytical skills.Passion for investment management and client service.Eight to ten years of relevant professional services experience.Direct involvement with leadership and managerial oversight of Family Office team.Oversees CPA relationships, ensuring all information is provided in a timely manner and that planning opportunities are proactively evaluated.Maintain relationships with Trust & Estate attorneys, collaborate closely with them to drive strategy and then to communicate it to the clients.Perform ad hoc analyses for clients' financial and estate planning needs.Exercise a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication. ![]()
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