Associate, Client Advisory

Jordan Park Group; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

100% premium coverage for medical, dental & vision insurance

401k with employer contribution

Generous paid time off

Commuter benefits program

Fitness Reimbursement

Annual Professional Development stipend

Job summary

A financial advisory firm in New York is seeking a professional to support the advisory process and build client relationships. You will provide strategic financial advice and coordinate with various experts to achieve successful outcomes for clients. The ideal candidate has 3-6 years of experience in financial services and a passion for helping clients navigate complex challenges. This role offers a competitive salary and benefits package.

Qualifications

• 3-6 years of work experience in financial services.
• Experience serving and working with clients.
• Ability to travel 20-30% when safe.

Responsibilities

• Support advisory process with clients.
• Build client relationships with Senior Advisor oversight.
• Provide strategic financial advice across a client's balance sheet.

Skills

Client relationship management

Financial and investment advice

Attention to detail

Effective communication

Problem-solving

Microsoft Office proficiency

Education

Bachelor's degree in Business, Economics, or Finance

CFA or MBA (preferred)

Job description

Overview

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.

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

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

Compensation and 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

About the Firm

Jordan Park is an SEC-registered investment adviser (RIA).

Equal Opportunity

Jordan Park is proud to be an equal opportunity employer and considers 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 applicable equal opportunity laws.