Vice President, Client Advisory

Responsibilities

• Serve as a trusted and dedicated advisor to ultra-high-net-worth individuals and families
• Conduct in-depth financial planning analyses including estate, wealth transfer, and tax planning
• Proactively monitor client portfolios and investment performance
• Build and nurture relationships with external intermediaries
• Uphold highest standards of fiduciary responsibility and regulatory compliance
• Cultivate a client-centric experience through tailored insights
• Train and mentor internal coverage teams

Requirements

• 10+ years of work experience, ideally in financial services
• Bachelor's degree
• Proficiency with Microsoft Office
• Experience serving and working with clients
• Strong communication skills for diverse stakeholders
• Ability to handle sensitive and confidential information

Preferred Qualifications

• CFA, CFP, MBA, or other graduate degree/certification
• Major in Business, Economics, or Finance
• Aptitude for learning new technologies

Benefits

• Medical, dental, and vision insurance (100% premium covered for employees)
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program
• Fitness reimbursement
• Annual professional development and mindfulness stipend

About the Company

Jordan Park provides integrated investment and financial advice to a select community of individuals and families, focusing on enhancing lives and legacies through empathetic problem-solving.