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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.Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
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Serves as the key member of relationship management team and point of contact for clients.The Vice President of Financial Advisory is a critical member of the relationship management team for high net worth and ultra-high net worth clients, helping to serve their increasingly complex needs across investments, tax/estate planning and structuring, and life management & advisory services. Open Position: Financial Advisory, Vice President 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. 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. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. ICONIQ Capital is a global investment firm elevated by an extraordinary community.