Vice President, Client Advisory

Jordan Park Group • San Francisco, CA

208d • $175,000 - $200,000

About The Position

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Jordan Park’s Client Advisory Team is dedicated to delivering an exceptional and differentiated client experience. By seamlessly integrating investment management, financial planning, and tailored advice, the team addresses the full spectrum of clients’ financial needs-including portfolio construction, risk management, cash flow planning, single stock diversification, tax analysis, philanthropic strategies, and other critical aspects of wealth management.

Requirements

• Genuinely like helping people
• Pay attention to the details and produce accurate work product
• Are hungry to learn
• Love taking on challenges and finding creative solutions
• Continue searching until you find the right answer
• Are resilient and don’t get flustered easily
• Can communicate effectively with a broad range of stakeholders
• Are discreet in handling sensitive and confidential information
• Work well as part of a team
• Have experience serving and working with clients
• Hold a bachelor’s degree
• 10+ years’ work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)
• Are skilled with Microsoft Office

Nice To Haves

• CFA, CFP, MBA, and/or other graduate degree or certification
• Business, economics, or finance major
• Aptitude for learning new technologies

Responsibilities

• Serve as trusted and dedicated advisor to ultra-high-net-worth individuals, their families, and other advisors to deliver personalized wealth management solutions
• Conduct in-depth, client-centered financial planning analyses to collaboratively address estate planning, wealth transfer, and tax planning, always seeking to provide clarity and peace of mind across the client balance sheet
• Proactively monitor client portfolios and investment performance, engaging in open dialogue to ensure reporting and strategies remain aligned with clients’ unique objectives
• Build and nurture relationships with external intermediaries to grow our community and enhance the client experience
• Uphold the highest standards of fiduciary responsibility and regulatory compliance, always placing clients’ interests at the center of every decision and action
• Cultivate a client-centric and service-driven experience by proactively engaging clients and their other advisors with tailored insights, anticipating and addressing emerging needs, and equipping clients with the knowledge, resources, and confidence required to make empowered, well-informed decisions
• Train and mentor internal coverage teams by fostering a culture of empathy, teamwork, and operational excellence, encouraging open communication and shared problem-solving in service of clients

Benefits

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program (pre-paid tax dollars towards your commute)
• Fitness Reimbursement
• Annual Professional Development and Mindfulness Stipend

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree