Associate, Client Advisory

Your Role

• 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
• 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
• Cooking 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
• Taking on 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

About You

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

Compensation & Benefits

• Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks
• The expected base salary for this role in San Francisco, California will range from $125,000-$150,000 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

Company Information

• Jordan Park is an SEC-registered investment adviser (RIA)
• We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership
• 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