Vice President, Financial Advisory Investment Management - Iconiq Growth : Job Details

ICONIQ 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.

What You'll Do:

• Serve as the primary advisor to high-net-worth and institutional clients, delivering tailored wealth management strategies and acting as the main point of contact.
• Monitor client portfolio and investment performance, ensuring accurate reporting and strategic alignment with client objectives and market conditions.
• Exercise a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Perform ad-hoc financial analyses to address estate planning, wealth transfer, and tax optimization needs.
• Maintain relationships with trust & estate attorneys, collaborating to develop, structure, and execute comprehensive estate plans that align with client goals and effectively communicating strategies to clients.
• Oversee CPA relationships to ensure timely information sharing, proactive tax planning, and seamless financial reporting while identifying strategic planning opportunities.
• Co-Lead an Investment Management coverage team by providing strategic direction, managerial oversight, and driving operational excellence in client service.
• Ensure regulatory compliance and fiduciary responsibilities by adhering to industry regulations, best practices, and safeguarding client interests.
• Maintain high-touch client service through proactive communication, delivering insights on market trends, portfolio performance, and financial planning opportunities.

Ideal Candidate Background:

• 10+ years of experience in financial advisory, wealth management, or investment consulting, with a strong track record in client relationship management and financial strategy.
• Proven leadership with a track record of managing high-performing advisory teams, driving revenue growth, and deepening client relationships through strategic development.
• Comprehensive investment management and risk oversight, overseeing complex portfolios, guiding investment decisions, and implementing asset allocation strategies across diverse financial products to optimize risk-adjusted returns.
• Expertise in estate planning, financial strategy, and client relationship management, specializing in wealth transfer, tax optimization, and regulatory compliance while fostering deep, long-term client partnerships.
• Deep understanding of fiduciary responsibilities, regulatory compliance, and industry best practices, ensuring ethical and legal adherence in all financial advisory engagements.
• Exceptional communication and interpersonal skills, with the ability to build trusted relationships and influence key stakeholders.
• Strong executive presence, with the ability to provide strategic financial guidance at the senior leadership level.
• A strategic thinker who can balance long-term planning with proactive problem-solving in fast-paced, complex financial environments.
• Highly motivated, detail-oriented, and intellectually curious, with a passion for financial advisory and investment management.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree, CFP, CFA, or CPA preferred).

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• 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 City office in accordance with our hybrid working policy.

Compensation Range:ICONIQ is required by law to include a reasonable estimate of the salary range for this role. 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 $200,000 - $250,000 together with the benefits listed above.

About ICONIQ