![]() We decided to go out to the site and measure the house by hand with the homeowner, and in every instance, Aurora was correct. We’ve had 4 cases where customers didn’t agree with the measurements on the Aurora design that we presented virtually. When we can be accurate on the front-end it helps reduce timelines on the back-end – and that cuts weeks and weeks out of projects.ĭirector of Solar Development, Solar Energy Services We were so impressed with Aurora's technology that we decided to use them for everything, all the way from proposal to the design, because accuracy is so important. Most other tools out there are just proposal skins that give rough estimates – and we've used them all. Aurora has allowed us to bridge that gap. When sales and operations are aligned, that ultimately allows us to sell more. When you’re selling as much as we’re selling, you have to be able to deliver build-ready projects to your operations team. The 3D models, sunpath, LIDAR, and other tools are very effective in a sale.Įxecutive Director of Sales, Semper Solaris The final product that we’re presenting to the homeowner is just so much more professional. Training & Development Manager, Semper Solaris Our team has already saved a ton of time with this service. Submitting the plan set was as smooth as can be and we had no issues with the AHJ. Project Engineer, Wellspring Components LLC 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.Interviews with installers using Aurora’s 3D modeling with shade and tilt analysis during the sales process found that its implementation resulted in as much as a 99 percent reduction in change orders. 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. ![]()
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