Senior Analyst - Associate, Financial Advisory (New York and San Francisco)
ICONIQ · San Francisco, California, United States
Posted about 3 months ago · $110,000 - $120,000
or apply directly on ICONIQ's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 81 days ICONIQ's roles stay open a median of 82 days
- Reposted
- No
- Salary listed
- Yes 91% of ICONIQ's roles list one
- Ghost-job risk at ICONIQ
- high 22 stale, 1 reposted of 23 open
- Hiring momentum
- 33 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-24
Measured from postings appearing on and disappearing from ICONIQ's own greenhouse board since 2026-08-03. Full hiring picture for ICONIQ.
About this role
The Senior Analyst or Associate role in the Financial Advisory team involves supporting high net worth clients with their financial planning and investment strategies. Responsibilities include preparing financial materials, conducting analyses, managing client relationships, and collaborating with various specialists to ensure comprehensive service. This position is part of a talent pipeline for future opportunities, emphasizing a commitment to client service and teamwork.
- benefits
- 4/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of ICONIQ as an employer.
What you need
- Bachelor's degree
- 3+ years of relevant experience in financial services or wealth management for Senior Analyst
- 5+ years of experience working with high net worth or ultra-high net worth clients for Associate
- Strong analytical and communication skills
- Attention to detail and commitment to accuracy
- Intellectual curiosity and proactive thinking
What you get
- Comprehensive Medical, Dental and Vision Insurance starting on your first day
- Life and disability insurance coverage
- Family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare
- Matching 401(k) program
- Commuter Benefits program
- Stipends to support wellness and hybrid working arrangements
Worth weighing
- This role is intended to pipeline candidates for future opportunities, which may affect immediate job security.
- The position requires onsite work in New York or San Francisco, adhering to a hybrid working policy.
- Candidates are expected to be fluent in using AI tools to enhance their work, which may be a unique requirement for some applicants.
Summarised from ICONIQ's posting. Read the full original.
Listed by ICONIQ on their greenhouse job board, last confirmed open on 2026-10-24. PitchMeAI is not the employer.
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