A reasonable estimate of the current salary range is $200,000 - $250,000 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.What Skills Does a person Need at Hc Global Business Solutions Llc?Īt Hc Global Business Solutions Llc, specify the abilities and skills that a person needs in order to carry out the specified job duties.Įach competency has five to ten behavioral assertions that can be observed,Įach with a corresponding performance level (from one to five) that is required for a particular job. 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. Excellent academic background and strong cognitive ability.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.Highly motivated, trustworthy, intellectually curious, and mature.Superior communication and analytical skills.Passion for investment management and client service.Eight to ten years of relevant professional services experience.Direct involvement with leadership and managerial oversight of Family Office team.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.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.