What are the responsibilities and job description for the Senior / Vice President, Client Development position at ICONIQ Capital?
We are seeking experienced individuals with a strong network in the investment management or investing consulting industry with a proven track record in client development and relationship management to join our Investment Management Development team who are responsible for spearheading efforts to grow our client base, enhance strategic partnerships and drive revenue growth within our Advisory business.
This individual will play a critical role in identifying and cultivating relationships with ultra-high-net-worth entrepreneurs, families, and strategic institutions relevant for the ICONIQ community. This role reports to the Managing Director of Investment Management Development while partnering closely with our Single and Multi-Family Office teams to grow our franchise of ultra-high-net-worth clients to whom we can offer exceptional services and uncommon care.
What You'll Do :
- Serve as a senior team member to originate, develop, engage, and on-board new clients to the firm. This effort is a collaboration with the IM Development, Investment Management, Capital Markets, and Operations teams.
- Build and nurture a pipeline of prospects through networking, referrals and strategic partnerships.
- Partner with Analyst and Associate teams in the development of investment and family office solutions tailored for the needs of UHNW clients.
- Monitor market trends and competitor activity to identify opportunities and inform strategic decisions.
- Represent ICONIQ at industry events, conferences and community engagements to elevate brand visibility and reputation.
- Collaborate with the Managing Director, IM Development to define and execute the team's strategic goals aligned with the firm's growth objectives.
- Adhere to the highest ethical, regulatory & risk standards, ensuring that ICONIQ is known to uphold the highest standards.
Ideal Candidate Background :
What We Offer :
Location : Applicants are expected to work onsite in accordance with our hybrid working policy. This role can be based out of our New York or San Francisco offices.
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 - $350,000 together with the benefits listed above.
About ICONIQ Capital
ICONIQ Capital is a global investment firm elevated by an extraordinary community. 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.
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. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [] and ICONIQ's Privacy Policies available here [].
Equal Employment Opportunity Statement :
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
Salary : $200,000 - $350,000