3/1/2024 0 Comments Iconiq capital salary![]() ![]() ![]() Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here and ICONIQ’s Privacy Policies available here. When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. A reasonable estimate of the current salary range is $175,000 - $190,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. 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. Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients.Įxperience with Fidelity Wealthscape and Salesforce a plus.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. Proven thoughtful and dynamic leadership in a fast-paced environment.ĭemonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations. (Family office, wealth management, or other experience working with high net worth families is preferred).Įxcellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning. Promote and ensure respect for client privacy and confidentiality in all matters.īachelor’s degree and a minimum of six to eight years of relevant industry experience. Serve as a mentor and technical resource to client analysts and senior client analysts, working towards management responsibilities.īe an engaged culture carrier and play a leadership role in firmwide initiatives. ![]() Partner with other internal teams on client service processes and workflow. Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues.Įxecute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service. Serve as a key point of contact for day-to-day client service needs.ĭevelop a deep understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.Įxecute client service strategy, track client team goals, and monitor trends that will impact future client needs.ĭrive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.ĭevelop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.Ĭultivate partnerships with accountants, lawyers, and other client advisors and service providers. Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships. The Family Office Advisory Senior Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients. The Opportunity: Family Office Advisory, Senior Associate 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. ![]()
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It’s easy to set up online rent payments with Zillow Rental Manager, the simplest way to manage your rental. Use our free worksheet template to simplify management of your rental finances, or use it as a starting point to create your own. Track your rental finances by entering the relevant amounts into each itemized category, such as rent and fees in the “rental income” category or HOA dues, gardening service and utilities in the “monthly expense” category.Īs you enter each amount, the totals update automatically at the bottom of each row for each of your properties and across for the grand total, giving you an at-a-glance view of your monthly and yearly income and expenditures. To download the free rental income and expense worksheet template, click the green button at the top of the page. Each section automatically calculates the totals to provide your gross income, net income and total expenses for the year. Appropriate sections are broken down by month and by property. 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