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Iconiq Capital Jobs in San Ramon, CA (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

Project Manager

San Francisco, CA · On-site

$150K - $170K/yr

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 ...

Office Coordinator

San Francisco, CA · On-site

$33.65 - $40.86/hr

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 ...

This role sits within Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community. What ...

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Showing results 1-20

Iconiq Capital information

See San Ramon, CA salary details

$42.5K

$399.5K

$447K

How much do iconiq capital jobs pay per year?

As of Aug 26, 2026, the average yearly pay for iconiq capital in San Ramon, CA is $399,493.00, according to ZipRecruiter salary data. Most workers in this role earn between $395,600.00 and $447,000.00 per year, depending on experience, location, and employer.

What is an Iconiq Capital job?

An Iconiq Capital job typically refers to a role at ICONIQ Capital, a private investment firm that serves influential individuals, families, and organizations. Jobs at ICONIQ Capital can range from investment management and financial advisory to technology and operations roles. Employees work on wealth management, venture capital, and other financial services while collaborating with high-net-worth clients. The firm is known for its exclusive client base and emphasis on long-term value creation. Positions often require financial expertise, strategic thinking, and strong relationship management skills.

What are the key skills and qualifications needed to thrive in an Iconiq Capital position?

To thrive at Iconiq Capital, professionals typically need strong analytical abilities, financial acumen, and experience with investment management or wealth advisory services, often supported by a degree in finance, economics, or a related field. Familiarity with financial modeling tools, portfolio management software, and certifications like CFA or CFP are highly valued. Exceptional client relationship building, teamwork, and clear communication skills help individuals stand out in this environment. These competencies are essential for delivering personalized financial solutions, managing high-value assets, and fostering long-term client trust.

What are the typical career development opportunities for employees at Iconiq Capital?

At Iconiq Capital, employees often have opportunities to advance through various levels of responsibility, from analyst and associate roles to senior advisor and portfolio manager positions. The firm encourages professional growth through mentorship, ongoing training, and support for industry certifications. Collaboration with experienced teams on complex client portfolios provides exposure to strategic decision-making and high-profile deals. Many employees leverage their experience to specialize in areas such as venture investing, philanthropy advisory, or client relationship management. Iconiq Capital is known for fostering a dynamic environment where dedicated professionals can build long-term, rewarding careers.

What are popular job titles related to Iconiq Capital jobs in San Ramon, CA?

For Iconiq Capital jobs in San Ramon, CA, the most frequently searched job titles are:

What job categories do people searching Iconiq Capital jobs in San Ramon, CA look for?

The top searched job categories for Iconiq Capital jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Iconiq Capital jobs?

Cities near San Ramon, CA with the most Iconiq Capital job openings:

Infographic showing various Iconiq Capital job openings in San Ramon, CA as of August 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $399,493 per year, or $192.1 per hour.

Analyst, Financial Advisory (New York and San Francisco)

ICONIQ

San Francisco, CA • On-site

$90K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago


Job description

About Investment Management
Investment Management strives to deliver exceptional investment portfolios for some of the world's most influential families and an array of mission-driven institutions. 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.
The Opportunity: Financial Advisory, Analyst
The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.
What You'll Do:
  • Prepare client balance sheets and develop asset allocation analyses.
  • Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
  • Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
  • Perform ad hoc analyses for clients' financial and estate planning needs.
  • Participate in equity and option trading activities with increasing responsibilities for investment execution.
  • Gather, prepare, and coordinate client tax data and documentation.
  • Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

Ideal Candidate Background:
  • 2+ years of relevant professional/financial services experience.
  • Passion for investment management and client service.
  • Detail-oriented and thorough.
  • Superior communication and analytical skills.
  • Highly motivated, trustworthy, intellectually curious, and mature.
  • Excellent academic background and strong cognitive ability.
  • Bachelor's degree required.

Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.
Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future Financial Advisory roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office.
What We Offer:
  • Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
  • 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.

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 $90,000 - $105,000 together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B 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 [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Use of AI in the Application Process
We expect candidates to be fluent in using AI tools to enhance their work. You're welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
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.

ICONIQ logo

About ICONIQ

Sourced by ZipRecruiter

Industry

Software development

Company size

11 - 50 Employees

Headquarters location

San Francisco, CA, US

Year founded

2020