Jordan Park Group · 9 hours ago
Associate, Client Advisory
San Francisco, California, United States
Full-time
Hybrid
Mid Level
$125K/yr - $150K/yr
3+ years expJordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. The Associate will work directly with senior members of the Client Advisory Team, supporting the advisory process and building client relationships while providing strategic financial and investment advice.
Financial Services
Responsibilities
Working closely with a subset of the firm’s Client Advisors and clients to support the advisory process
Building client relationships by interacting directly with clients in an advisory capacity, with Senior Advisor oversight
Providing strategic financial and investment advice across a client’s entire balance sheet, including opportunities sourced through the clients’ network
Working with Advisors and engaging with families early on during the prospecting phase to understand and articulate how Jordan Park would add value
Serving as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients
Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests
Financial planning and forward modeling of client balance sheets
Strategizing the best portfolio implementation given a client’s fact pattern and working closely with the investment team to oversee the execution and ongoing maintenance
Having strategic conversations around client engagement with Client Advisors – not just delivering on a request
Owning a project from start to finish and coordinating with multiple parties (internal + external) to drive a successful outcome
Tackling requests that may be outside of the job description and serving as an advisor on behalf of a family on matters that may go beyond the balance sheet
Qualification
Required
Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)
Have experience serving and working with clients
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
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
Are skilled with Microsoft Office
Travel as necessary (estimated 20-30%) when safe to do so
Preferred
Business, economics, or finance major
CFA, MBA, and/or other graduate degree or certification
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
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