Jordan Park Group · 1 day ago
Vice President, Client Advisory
San Francisco, CA
Full-time
Onsite
Senior Level, Lead/Staff
$175K/yr - $200K/yr
10+ years expJordan Park Group is an investment management firm that provides financial advice to a distinct community of individuals, families, and institutions. The Vice President of Client Advisory will serve as a trusted advisor to ultra-high-net-worth clients, delivering personalized wealth management solutions and fostering relationships to enhance the client experience.
Financial Services
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
Qualification
Required
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
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
Company
Jordan Park Group
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.
51-200 employees
H1B Sponsorship
Jordan Park Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (1)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
David Lee
Chief Operating Officer
Heather Brownlie
Chief Operating Officer
Recent News
2025-04-08
Company data provided by crunchbase