Vice President, Client Advisory
New York, New York

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. 

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 include, but are not limited to: 

• 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 

This role might be right for you if you: 

• 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 but not required: 

• 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 

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. 

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 include, but are not limited to: 

• 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 

This role might be right for you if you: 

• 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 but not required: 

• 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 San Francisco, California 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 

Senior Associate/Vice President, Capital Markets - Quantitative & Structured Solutions
New York, New York

We are seeking a Senior Associate / Vice President to join our Capital Markets team, focused on expanding and scaling a platform that delivers quantitative, structured, and balance sheet–oriented solutions for clients. This role will be central to the expansion of a platform designed to help clients navigate complex financial situations through customized strategies across hedging, monetization, diversification, and portfolio overlays. The platform represents a strategic priority for the firm, enhancing our ability to unlock value across client balance sheets and continue delivering institutional-quality solutions for sophisticated investors. This individual will operate at the intersection of financial engineering, derivatives structuring, and client advisory, partnering closely with internal advisors, external counterparties, and our investment team.

Key Responsibilities:

Structured Solutions & Product Development

• Design and structure bespoke strategies across hedging, monetization, and diversification
• Develop and iterate on new platform capabilities and investment solutions
• Build financial models and scenario analyses across options, derivatives and structured products
• Lead diligence and underwriting of external managers and solution providers

Execution & Implementation

• Coordinate end-to-end execution across banks, custodians, and sub-advisors
• Interface with counterparties to source pricing and optimize implementation
• Support ongoing monitoring, re-underwriting, and optimization of strategies
• Ensure consistency, scalability, and quality of delivery across the platform

Client Advisory & Coverage

• Partner with advisors on complex balance sheet scenarios and client suitability
• Participate in client discussions on concentrated positions, liquidity, and risk management
• Translate technical strategies into clear, actionable client insights
• Develop internal education materials and support firmwide training

Relationship Management

• Build and maintain relationships with banks, asset managers, and structured solution providers
• Stay at the forefront of market developments across options, derivatives and structured solutions

About You

• 5–8 years of experience in investment banking, capital markets, derivatives, structured products, or financial engineering
• Strong background in equity derivatives, structured solutions, or portfolio hedging
• Experience designing or executing strategies involving options, collars, forwards, or financing solutions
• Ability to translate complex balance sheet problems into structured, implementable solutions
• Strong analytical and modeling skills (Excel required; programming a plus)
• Comfortable operating across product development, execution, and client-facing work
• Highly organized, detail-oriented, and able to manage multiple stakeholders
• Clear communicator with strong problem-solving instincts and intellectual curiosity who is comfortable in front of clients and senior stakeholders
• Proven track record presenting recommendations directly to clients and responding to real-time questions and challenges

Why This Role

• Build a new, high-impact platform from the ground up
• Work on complex, differentiated strategies typically seen in institutional settings
• Direct exposure to sophisticated clients and real-world balance sheet challenges
• Operate at the intersection of markets, structuring, and advisory in a highly collaborative environment

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total rewards philosophy when determining compensation terms.

The expected base salary for this role in New York will range from $150,000 - $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 Stipend

Associate, Portfolio Implementation
New York, New York

We are seeking an Associate‑level Portfolio Implementation Specialist in New York to support the continued growth of our investment advisory firm. This is an opportunity to work alongside colleagues who value teamwork, service, and excellence. Responsiveness, availability, dependability, and technical competency are core to how we operate.

Your Role

As an Associate supporting the Portfolio Management Team at Jordan Park, you will help manage and oversee client portfolio investments. This includes the daily implementation and execution of trades across Separately Managed Accounts (SMAs), ETFs, and mutual funds. You will also collaborate with the broader investment team to support initiatives across multiple strategies and asset classes.

Key responsibilities include:

• Monitoring portfolio positioning, trade execution, cash levels, and compliance with client guidelines and restrictions
• Using proprietary tools and data systems to rebalance and optimize client portfolios
• Partnering with Client Coverage and Investment teams to address client requests and manage lifecycle events (e.g., account openings, cash flows, rebalances, tax‑loss harvesting)
• Supporting senior Portfolio Managers in the development and execution of firmwide investment theses
• Working closely with sub‑advisors to communicate SMA objectives, facilitate funding and setup, and resolve operational or trading discrepancies
• Collaborating with Operations and Compliance to document procedures and ensure portfolios follow investment guidelines
• Supporting ongoing enhancements to trading and portfolio management systems
• Assisting with investment workflows across Public, Private, and Alternative asset classes
• Identifying opportunities to improve existing workflows and proposing process enhancements
• Supporting client account onboarding and portfolio structuring

About You

• Have a bachelor's degree and 3–5 years of relevant experience
• Are comfortable working market hours
• Bring experience in Portfolio Management, Trading, or Operations
• Have familiarity with trading/order management and reporting systems (e.g., Addepar, Charles River, Salesforce)
• Have experience at a broker‑dealer, RIA, multi‑family office, or similar investment firm
• Demonstrate strong interest in investments and portfolio management
• Possess strong Microsoft Excel skills
• Are highly detail‑oriented, accurate, and self‑motivated
• Work well both independently and as part of a team
• Enjoy solving problems and finding creative solutions
• Are organized and capable of managing multiple tasks simultaneously
• Communicate effectively with a diverse set of stakeholders
• Handle sensitive information with discretion

Preferred, but not required:

• Strong understanding of Equity and Fixed Income markets
• Familiarity with Morningstar, Bloomberg, FactSet, or similar market‑data and research platforms
• Experience using Python, SQL, VBA, or APIs to automate workflows
• Experience using Addepar for analysis and reporting

Compensation & Benefits

Compensation at Jordan Park includes base salary, discretionary year‑end bonus, benefits, and additional perks. We use a total‑rewards philosophy when determining compensation.

The expected base salary for this role in New York, New York will range from $110,000 - $120,000 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, and vision insurance — 100% employer‑paid for employees
• 401(k) participation with employer contribution
• Generous paid time off
• Commuter benefits program (pre‑tax)
• Fitness reimbursement
• Annual professional development stipend

Associate, Client Advisory
San Francisco, California

Your Role

The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client engagement. The ideal candidate would have an interest and aptitude in the topics noted above and be able to balance their technical knowledge with strong written and oral communication skills. Responsibilities include but are not limited to:

• 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

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.  We apply a total reward philosophy when determining compensation terms.

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

Associate, Client Advisory
New York, New York

Your Role

The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client engagement. The ideal candidate would have an interest and aptitude in the topics noted above and be able to balance their technical knowledge with strong written and oral communication skills. Responsibilities include but are not limited to:

• 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

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.  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 $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

Associate, Office Administration
New York, New York

We are looking for an exceptional Office Admin in our New York office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. We are a team driven to serve clients, partners, and each other.  Our approach is customized to solve complex needs and founded on our core principles of Excellence, Service, Community, and Impact. 

This position will provide high-level administrative support in various capacities, including but not limited to, our Senior Leadership team.  In this role, you will support the VP of Executive Administration, and partner with other Office Administration team members.    

Duties and Responsibilities

• Managing executive schedule and acts as liaison for the teams and execs supported
• Coordinating schedule of assigned team and respective executives, set critical meetings, establish agendas, coordinate meeting logistics and follow up with attendees
• Extensive experience in scheduling complicated domestic and international travel
• Arranges accommodations, itineraries, and all correspondence related to arrangements as needed
• Assisting in planning and organizing company events, meetings, business luncheons, and client meetings
• Preparing documents, as well as maintaining files, records, and correspondence
• Handling confidential information; organizes and maintains files
• Preparing information and research as needed
• Updating CRM/Salesforce with new contacts and calendar activities
• Special projects as assigned
• Act as back up / support to Front Desk as needed
  • Welcome and greet guests
  • Provide general support to visitors
  • Maintain the condition of the office
  • Work with building management in case of needed repairs
  • Maintain inventory of kitchen and office supplies and order items on a regular basis

About You

• Must be flexible with hours; occasionally work extra hours as needed
• Comfortable in a fast-paced environment with multiple tasks and projects at hand
• Able to multitask and prioritize needs
• Self-directed and able to work without a lot of supervision
• Energetic and eager to tackle new projects and ideas
• Able to perform a wide variety of executive assistant duties, spanning many areas of responsibility
• Strong team player

Requirements and Qualifications

• Bachelor’s degree in business administration or related field preferred
• 5+ years of prior experience in the capacity of a mid- to senior-level assistant
• Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, and Excel)
• Detail oriented
• Scheduling appointments/updating calendars a must
• Excellent written and verbal communication skills
• Ability to handle confidential information and build trust with the team and executives
• Able to concentrate on multiple problems/tasks at once
• Excellent time management and prioritization skills

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 $100,000 - $115,000 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