Vice President, Impact Advisory

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 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.

Impact is a core priority for our firm and many of our clients. We have built our Impact Advisory practice to serve those seeking to catalyze positive change with their assets. Our Impact Advisory team is comprised of experienced practitioners across impact investing, philanthropy, nonprofit management, and financial services. These professionals are integrated across our advisory and investment teams to ensure that clients receive holistic, customized advice and resources.

The Role

We are looking for an exceptional professional to join our Impact Advisory team in San Francisco or New York. This individual will serve as a philanthropic subject matter expert, trusted advisor to Jordan Park clients, and a critical extension of the firm’s client coverage teams. This individual will lead sophisticated impact-focused client engagements and bring a distinctive combination of strategic thinking and practical execution. As a key member of a growing practice, this individual will also help shape and expand Jordan Park's Impact Advisory capabilities and broader client offering.

Primary Duties and 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 closely with client advisors and broader coverage teams to deliver an integrated, exceptional client experience.
• Advise and facilitate across generations, helping clients navigate values and purpose, family dynamics, governance, decision‑making, 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.

Practice & Firm Development

• Help build, evolve, and scale the Impact Advisory practice, strengthening our offering and service model to drive value for clients and growth for the firm, while contributing differentiated perspectives on emerging philanthropic and impact trends.
• Cultivate and leverage a high‑quality external network of industry partners, including philanthropic leaders, foundations, donor‑advised fund providers, nonprofits, and other experts to expand the ideas, resources, and opportunities available to clients and the firm.
• Develop and elevate colleagues, sharing expertise and contributing to a culture of excellence, collaboration, intellectual curiosity, and continuous learning.

About You

• 10–15+ years of relevant professional experience, with meaningful progression in responsibility across philanthropic advisory, consulting, foundation or nonprofit leadership, wealth management, impact investing, and/or related fields.
• Deep knowledge of and experience in philanthropic strategy, structuring, and practice.
• Significant experience working directly with ultra‑high‑net‑worth individuals, couples, families, and/or institutions, ideally in a trusted advisory capacity.
• Exceptional client presence, relationship‑building skills, judgment, and discretion, with the credibility to engage confidently with founders, family principals, senior executives, and other sophisticated stakeholders.
• Fluency in financial and investment concepts and an ability to situate philanthropy within a client's broader financial and impact objectives; experience with impact investing, catalytic capital, and/or blended finance is highly valued.
• Builder mentality, with experience creating, evolving, or scaling advisory offerings in entrepreneurial environments.
• Strong strategic and analytical capabilities, with the ability to move seamlessly between conceptual strategy and practical execution.
• Excellent written and verbal communication skills, including the ability to synthesize complex information, develop a point of view, and communicate with clarity and nuance.
• Highly emotionally intelligent, perceptive, collaborative, and discreet, with strong listening skills and an ability to navigate complex interpersonal and organizational dynamics.
• Intellectually curious, resourceful, low‑ego, and committed to delivering exceptional work as part of a cohesive, multi‑disciplinary team.
• Demonstrate Jordan Park's core principles of excellence, service, community, inclusion, and impact.
• Bachelor's and advanced degrees or relevant professional training preferred.

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 or New York, New York, will range from $150,000 to $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

Building a diverse team and cultivating an inclusive workplace is central to our mission of enhancing lives and legacies. We understand that talent is widely distributed but opportunity is not, broadly in society as well as within our field of financial services. For these reasons, our talent and recruiting efforts will prioritize candidates who share our values. We encourage candidates from traditionally underrepresented backgrounds to apply.

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent. 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.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

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