ATLAS

Associate, Financial Advisory

ICONIQ · San Francisco, California, United States

EmployerICONIQ
LocationSan Francisco, California, United States
Pay$130,000 – $150,000 per year
Posted2026-10-21
Confirmed open2026-10-26

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About this role

The Financial Advisory Associate is a key member of the relationship management team, responsible for leading and enhancing Addepar portfolio management capabilities for some of ICONIQ's largest and most complex client relationships. This role combines deep Addepar expertise with investment and portfolio operations knowledge to oversee portfolio structures, reporting, analytics, data integrity…

Excerpt only. The full posting is on the employer’s careers site.

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