Impact Advisory VP - Philanthropy & Strategy Lead

Jordan Park Group; San Jose (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

401k with employer contribution

Generous paid time off

Commuter benefits program

Fitness Reimbursement

Professional Development stipend

Job summary

Jordan Park Group is seeking an experienced Impact Advisory professional to join our team in San Francisco or New York. You will serve as a philanthropic expert, trusted advisor to clients, and a key extension of the firm’s client coverage teams, leading sophisticated impact-focused engagements.

You will help shape and expand Jordan Park Group's Impact Advisory capabilities, collaborating across teams to integrate philanthropy with broader financial planning and investment strategies.

Qualifications

• 10–15+ years of relevant professional experience in philanthropic advisory, consulting, or nonprofit leadership.
• Deep knowledge of philanthropic strategy, structuring, and practice across sectors.
• Significant experience working with ultra-high-net-worth individuals, couples, and institutions in advisory roles.
• Exceptional client presence, judgment, discretion, and relationship skills.
• Fluency in financial concepts and ability to align philanthropy with broader objectives; experience with impact investing valued.

Responsibilities

• Bring strong advisory expertise, perspective, judgment, pattern recognition, and presence to client relationships, building trust and credibility as a valued thought partner on impact priorities.
• Lead impact-focused engagements for clients, partnering with client advisors and coverage teams to deliver an integrated client experience.
• Advise and facilitate across generations, helping clients navigate values, family dynamics, governance, and legacy building.
• Partner across Jordan Park teams to connect impact priorities with clients' broader financial, investment, tax, and estate planning objectives.
• Educate and train colleagues on key concepts, best practices, and timely topics related to clients’ philanthropic and broader impact interests.
• Design and implement philanthropic strategies on behalf of clients, including goal-setting, mission development, structuring and governance, diligence, grantmaking, evaluation, and learning.
• Translate strategy into action, developing practical roadmaps and helping clients deploy philanthropic and investment capital in support of their values and objectives.
• Lead project management for complex client initiatives while proactively managing risks, dependencies, and follow-through.

Skills

Philanthropic advisory

UHNW client service

Relationship building

Strategic thinking

Analytical capabilities

Education

Bachelor's degree

Advanced degrees preferred

Job description

Jordan Park Group is seeking an experienced Impact Advisory professional to join our team in San Francisco or New York. You will serve as a philanthropic expert, trusted advisor to clients, and a key extension of the firm’s client coverage teams, leading sophisticated impact-focused engagements.

You will help shape and expand Jordan Park Group's Impact Advisory capabilities, collaborating across teams to integrate philanthropy with broader financial planning and investment strategies.