Vice President, Client Advisory
$175k/y-$200k/y
2 days ago
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OnsiteFull-timeExecutive
Summary
Jordan Park Group is seeking a Vice President, Client Advisory to join their team in San Francisco, CA. The role involves delivering personalized wealth management solutions to ultra-high-net-worth individuals and families.
About the Role
As a Vice President, Client Advisory, you will serve as a trusted advisor, conducting in-depth financial planning analyses, monitoring client portfolios, and building relationships with external intermediaries. You will uphold fiduciary responsibility, cultivate a client-centric experience, and mentor internal teams to foster a culture of empathy and operational excellence.
About You
Required:
- Bachelor's degree.
- 10+ years' work experience in financial services (e.g., investment banking, private wealth management).
- Experience serving and working with clients.
- Proficiency in Microsoft Office.
Preferred:
- CFA, CFP, MBA, and/or other graduate degree or certification.
- Business, economics, or finance major.
- Aptitude for learning new technologies.
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.
Jordan Park Group
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.
San Francisco, CA