The Client Coordination Associate is a critical member of the client support team for high-net worth and ultra-high-net worth families, philanthropies and their staff. This role is primarily focused on philanthropy, supporting large, innovative and complex grantmaking programs and the full lifecycle of philanthropic activity for ICONIQ clients. The Associate sits within Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.
What You’ll Do:
- Serve as the operational backbone of a high-volume grants program including owning daily maintenance of grant trackers, statuses, and program records; proactively update procedures and workflows; and act as a primary point of contact for team and grantee inquiries and process training for junior staff.
- Drive end-to-end document preparation and execution for a broad range of philanthropic agreements, including grant agreements, scholarship awards, contracts, and associated legal documents.
- Liaise directly with grantees, external advisors, and service providers to coordinate review and execution of grant agreements and other philanthropic legal documents, in close partnership with client team members.
- Maintain comprehensive and organized records across all grant activity, including electronic filing and management of executed documents and correspondence.
- Provide operational and administrative support across a complex, high-volume philanthropic client relationship, with a primary focus on grants program administration and day-to-day team needs.
- Support additional client projects and internal team processes on an as-needed basis.
Ideal Candidate Background:
- Bachelor's degree and 6+ years of relevant industry experience; prior experience processing grants, working directly with grantees, and knowledge of philanthropic entities (foundations, donor-advised funds, and similar organizations) strongly preferred. Experience in a family office, wealth management, or nonprofit context is a plus.
- Exceptional organizational skills, rigorous attention to detail, and demonstrated ability to independently lead and update procedures, maintain accuracy across complex workflows, and organize high volumes of documentation.
- Excellent interpersonal and communication skills, with the ability to answer questions clearly, train colleagues and grantees on processes, and serve as a reliable resource for the team.
- Demonstrated ability to work cooperatively and collaboratively with all levels of employees across multiple offices to exceed clients' expectations.
- Familiarity with AI tools and technologies is a plus. We value team members who are curious about leveraging AI to enhance productivity, streamline workflows, and drive innovation.
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.
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 $110,000-$125,000 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.
Skills Required
- Bachelor's degree
- 6+ years of relevant industry experience
- Experience processing grants
- Experience working directly with grantees
- Knowledge of philanthropic entities, including foundations and donor-advised funds
- Exceptional organizational skills and rigorous attention to detail
- Ability to independently lead and update procedures and maintain accuracy across complex workflows
- Ability to organize high volumes of documentation
- Excellent interpersonal and communication skills
- Ability to train colleagues and grantees on processes
- Ability to work cooperatively and collaboratively across multiple offices
What We Do
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
