Vice President, Client Advisory

Vice President, Client Advisory

Jordan Park provides integrated investment and financial advice to a select community of individuals and families. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve optimal outcomes. Our mission is to enhance lives and legacies.

About the Role

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.

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.

Qualifications

• 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.

Preferred Qualifications

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

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in New York, New York will range from $175,000-$200,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes:

• 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

About Jordan Park

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice. Jordan Park is an SEC-registered investment adviser (RIA).

Key skills/competency

• Client Advisory
• Wealth Management
• Financial Planning
• Investment Management
• Estate Planning
• Tax Planning
• Relationship Management
• Fiduciary Responsibility
• Regulatory Compliance
• Risk Management