Vice President, Client Advisory
Jordan Park Group · New York, NY
- On site
- Full-time
- $200,000 / year
- New York, NY
Job highlights
- Advise ultra-high-net-worth clients on wealth management.
- Conduct financial planning, estate, and tax analyses.
- Monitor portfolios and investment performance closely.
- Build relationships with external advisors and intermediaries.
- Mentor internal teams and foster teamwork.
About the role
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
Skills & topics
- Vice President
- Client Advisory
- Wealth Management
- Financial Advisor
- Investment Management
- Financial Planning
- Ultra-High-Net-Worth
- Estate Planning
- Tax Planning
- Fiduciary
- CFA
- CFP
- MBA
- New York
How to get hired
- Tailor your resume: Highlight 10+ years in financial services, client advisory, and wealth management. Emphasize your bachelor's degree and any preferred certifications like CFA or CFP.
- Craft a compelling cover letter: Showcase your client-centric approach, problem-solving skills, and ability to handle sensitive information with discretion. Mention your mission alignment with 'enhancing lives and legacies.'
- Prepare for behavioral questions: Be ready to share examples of how you've helped clients, handled complex challenges, communicated with diverse stakeholders, and worked collaboratively in a team.
- Demonstrate technical proficiency: Be prepared to discuss your experience with financial planning software, portfolio monitoring, and Microsoft Office suite. Highlight any aptitude for learning new technologies.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the base salary range for the Vice President, Client Advisory role at Jordan Park Group in New York?
- The expected base salary for the Vice President, Client Advisory role in New York, New York, ranges from $175,000 to $200,000 per year. This is commensurate with experience, job-related skills, relevant education, licenses, certifications, and other business and organizational needs.
- What benefits does Jordan Park Group offer for the Vice President, Client Advisory position?
- Jordan Park Group offers a comprehensive benefits package including medical, dental, and vision insurance (100% premium coverage for employees), 401k participation with employer contribution, generous paid time off, a commuter benefits program, a fitness reimbursement, and an annual professional development and mindfulness stipend.
- What are the key responsibilities of a Vice President, Client Advisory at Jordan Park Group?
- Key responsibilities include serving as a trusted advisor to ultra-high-net-worth individuals and families, conducting in-depth financial planning analyses (estate, wealth transfer, tax), monitoring client portfolios, building relationships with external intermediaries, upholding fiduciary responsibility, and mentoring internal teams.
- What qualifications are essential for the Vice President, Client Advisory role?
- Essential qualifications include a bachelor’s degree, 10+ years of work experience (ideally in financial services), strong client service skills, attention to detail, effective communication, discretion with confidential information, and proficiency with Microsoft Office. A genuine desire to help people is also crucial.
- Are there preferred qualifications for the Vice President, Client Advisory position at Jordan Park Group?
- Yes, preferred qualifications include a CFA, CFP, MBA, or other graduate degree/certification, a major in business, economics, or finance, and an aptitude for learning new technologies.
- How does Jordan Park Group approach compensation for its employees?
- Jordan Park Group applies a total reward philosophy, which includes base salary, a discretionary year-end bonus, benefits, and other perks, when determining compensation terms.
- What is Jordan Park Group's mission statement?
- Jordan Park Group's mission is to enhance lives and legacies by providing integrated investment and financial advice to a select community of individuals and families.