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Vice President of Client Advisory

Jordan Park GroupNew York, New York, United States
On-site Full-time $175K/yr - $200K/yr

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Experience Level

Senior Level Manager

Qualifications

The ideal candidate for the Vice President of Client Advisory role will possess a robust background in investment management and financial advisory, with a proven track record of delivering exceptional client service. Candidates should demonstrate strong analytical skills, the ability to navigate complex financial landscapes, and a commitment to fostering long-term client relationships.

About the job

At Jordan Park Group, we are dedicated to providing comprehensive investment management and financial advisory services to a unique community of individuals, families, and institutions. Our clients have made significant contributions across various sectors including business, philanthropy, government, and society. Our team is comprised of empathetic problem solvers with a rich diversity of experience. We thrive in challenging environments, navigating complexities to empower our clients in achieving their optimal financial outcomes.

Our mission is to enhance lives and legacies, ensuring that our clients realize their financial aspirations.


 

Vice President, Client Advisory
New York, New York

Jordan Park’s Client Advisory Team is focused on delivering a superior and distinctive client experience. By seamlessly integrating investment management, financial planning, and tailored advisory services, we address the comprehensive financial needs of our clients, including portfolio construction, risk management, cash flow planning, and stock diversification.

About Jordan Park Group

Jordan Park Group is a leader in providing integrated investment management and financial advice, committed to serving a select community of clients who have made remarkable contributions in various fields. Our team values empathy, diversity, and a deep understanding of the financial landscape, ensuring we meet the unique needs of each client.

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