Job Details

What You'll Do:

• Drive top-of-the-funnel Lead generation through intensive research and leveraging the firm's extensive network.
• Monitor key industry events, with a keen focus on fundraising rounds, mergers & acquisitions, IPOs, and other meaningful liquidity events.
• Utilize various tools/sources to enhance or complement existing Investment Management Development efforts, including: Pitchbook, Salesforce, WealthX, SEC filings and others.
• Review broad range of prospect statements including balance sheets, performance reports, estate maps, holding summaries and more.
• Provide well-founded observations and identify opportunities for ICONIQ to add value.
• Support Client Partner and Client Team Leads in analysis and ownership of custom materials focused on product / service offering for prospective relationship in focus.
• Perform ROI analytics and measurement on effectiveness of sales and marketing initiatives.
• Curate, maintain and own library of business development tools, such as Firm, Family Office and Service Offering overviews.

Ideal Candidate Background:

• 2+ years of experience in the Investment Management industry.
• Demonstrated leadership and entrepreneurial ability.
• Advanced PowerPoint and Excel skills.

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 San Francisco 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 $105,000 - $120,000 together with the benefits listed above.