Senior Analyst, Client Development (New York and San Francisco)

ICONIQ • San Francisco, CA

36d • $105,000 - $120,000 • Hybrid

About The Position

As a Senior Client Development Analyst, you’ll play a pivotal role in fueling ICONIQ’s Investment Management growth by turning research and market intelligence into meaningful opportunities. Sitting at the intersection of sourcing (lead generation and conversion to client), analysis (qualification), and strategy, this role gives you the opportunity to help shape how ICONIQ tells its story to entrepreneurs, investors, and families while connecting our unique platform to new relationships. What You’ll Do:

Requirements

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

Responsibilities

• Drive opportunity creation by generating top-of-funnel leads through deep market research and by activating ICONIQ’s powerful community network.
• Stay on the pulse of the market by tracking fundraising rounds, M&A activity, IPOs, and other liquidity events that signal where ICONIQ can add value.
• Leverage best-in-class tools such as PitchBook, Salesforce, WealthX, and SEC filings to uncover insights and enhance business development efforts.
• Analyze key prospect materials — from balance sheets and performance reports to estate maps and holding summaries — and translate them into actionable opportunities.
• Craft tailored narratives in partnership with Client Partners and Team Leads, developing bespoke materials that highlight ICONIQ’s differentiated offerings.
• Measure impact by conducting ROI analytics on sales and marketing initiatives, ensuring we refine and amplify what works.
• Elevate our toolkit by curating and maintaining a library of business development resources, including firm, family office, and service offering overviews.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 251-500 employees