{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5808495004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5054266004,"location":{"name":"San Francisco, California, United States"},"metadata":null,"id":5808495004,"updated_at":"2026-05-04T15:39:32-04:00","requisition_id":"167","title":"Associate, Business Development","company_name":"Jordan Park Group","first_published":"2026-02-19T15:29:56-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Associate, Business Development\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;San Francisco, California\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a highly motivated professional who will partner closely with the Founder and Senior Client Team Leads to align business development with firm priorities. This person will own the end-to-end business development operation, ensuring advisors have well-researched opportunities, strong materials, clear pipeline visibility, and consistent execution standards.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Duties and Responsibilities\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and Operate the Business Development Engine\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design and run the end-to-end business development engine, including sourcing, research, qualification, team allocation, and pipeline tracking\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build workflows, operating cadence, and governance that provide leadership visibility into pipeline health, conversion performance, and revenue trajectory\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define standardized qualification criteria, stage definitions, and routing logic to ensure senior advisors focus on the highest-probability opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish handoff protocols and feedback loops that maintain momentum and preserve relationship quality from centralized preparation through advisor engagement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create tailored presentations and proposals for prospective clients, ensuring alignment with their unique financial goals and the firm’s value proposition\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and track the entire prospective client pipeline in CRM (e.g., Salesforce), including logging interactions, updating status, and maintaining accurate records\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Enable Consistent Prospective Client Engagement\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop materials and playbooks that support consistent prospective client engagement, including templates, positioning frameworks, and briefing standards aligned to a unified firm narrative\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure advisors are equipped with well-researched opportunities, strong materials, and clear context at the point of engagement\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Reporting, Analytics, and Operational Rigor\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build dashboards and tools to track KPIs, pipeline performance, and operational effectiveness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on progress of strategic initiatives, identifying risks, dependencies, and roadblocks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare content for leadership, strategic planning sessions, and business reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze referral sources and pipeline metrics to identify trends and report on business development performance, including client referrals, reference calls, and projected AUM\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strategic Initiatives\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support execution of key firm initiatives, with primary emphasis on business development and secondary support for select corporate initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to internal communications on behalf of senior leadership, as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with initiatives that strengthen culture, performance, and cross‑functional collaboration\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About You\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree with 3–5 years of relevant experience (strategy, business development, consulting, or investment management)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, writing, and presentation skills; capable of producing polished, decision‑ready materials\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and effective at managing multiple priorities with senior stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Excel, PowerPoint\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self‑starter who takes ownership and works effectively both independently and collaboratively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven client‑facing experience and strong interpersonal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High attention to detail, discretion, and integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curious, resilient problem‑solver who thrives in dynamic environments\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks.\u0026amp;nbsp;We apply a total reward philosophy when determining compensation terms.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary for this role in San Francisco, California will range from $120,000 to $150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes:\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Professional Development and Mindfulness Stipend\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4059615004,"name":"Strategy","child_ids":[],"parent_id":null}],"offices":[{"id":4026949004,"name":"San Francisco","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5665702004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4979510004,"location":{"name":"San Francisco, California, United States"},"metadata":null,"id":5665702004,"updated_at":"2026-05-04T15:40:17-04:00","requisition_id":"162","title":"Associate, Client Advisory ","company_name":"Jordan Park Group","first_published":"2025-10-02T15:10:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Associate, Client Advisory\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;San Francisco, California\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;Responsibilities include but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Working closely with a subset of the firm’s Client Advisors and clients to support the advisory process\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Building client relationships by interacting directly with clients in an advisory capacity, with Senior Advisor oversight\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Providing strategic financial and investment advice across a client’s entire balance sheet, including opportunities sourced through the clients’ network\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working with Advisors and engaging with families early on during the prospecting phase to understand and articulate how Jordan Park would add value\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial planning and forward modeling of client balance sheets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Having strategic conversations around client engagement with Client Advisors – not just delivering on a request\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Owning a project from start to finish and coordinating with multiple parties (internal + external) to drive a successful outcome\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About You\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have a bachelor’s degree and 3-6 years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have experience serving and working with clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Genuinely like helping people\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pay attention to the details and produce accurate work product\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are hungry to learn; Love taking on challenges and finding creative solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are resilient and don’t get flustered easily\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Can communicate effectively with a broad range of stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are discreet in handling sensitive and confidential information\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well as part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are skilled with Microsoft Office\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Travel as necessary (estimated 20-30%) when safe to do so\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strongly preferred:\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Business, economics, or finance major\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, MBA, and/or other graduate degree or certification\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Aptitude for learning new technologies\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.\u0026amp;nbsp; We apply a total reward philosophy when determining compensation terms.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes:\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Professional Development and Mindfulness Stipend\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045854004,"name":"Client Advisory","child_ids":[],"parent_id":null}],"offices":[{"id":4026951004,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4026949004,"name":"San Francisco","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5648955004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4979510004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":5648955004,"updated_at":"2026-05-04T15:40:00-04:00","requisition_id":"162","title":"Associate, Client Advisory ","company_name":"Jordan Park Group","first_published":"2025-09-12T10:37:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Associate, Client Advisory\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;New York, New York\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;Responsibilities include but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Working closely with a subset of the firm’s Client Advisors and clients to support the advisory process\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Building client relationships by interacting directly with clients in an advisory capacity, with Senior Advisor oversight\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Providing strategic financial and investment advice across a client’s entire balance sheet, including opportunities sourced through the clients’ network\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working with Advisors and engaging with families early on during the prospecting phase to understand and articulate how Jordan Park would add value\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial planning and forward modeling of client balance sheets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Having strategic conversations around client engagement with Client Advisors – not just delivering on a request\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Owning a project from start to finish and coordinating with multiple parties (internal + external) to drive a successful outcome\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About You\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have a bachelor’s degree and 3-6 years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have experience serving and working with clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Genuinely like helping people\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pay attention to the details and produce accurate work product\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are hungry to learn; Love taking on challenges and finding creative solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are resilient and don’t get flustered easily\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Can communicate effectively with a broad range of stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are discreet in handling sensitive and confidential information\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well as part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are skilled with Microsoft Office\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Travel as necessary (estimated 20-30%) when safe to do so\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strongly preferred:\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Business, economics, or finance major\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA, MBA, and/or other graduate degree or certification\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Aptitude for learning new technologies\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.\u0026amp;nbsp; We apply a total reward philosophy when determining compensation terms.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes:\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Professional Development and Mindfulness Stipend\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045854004,"name":"Client Advisory","child_ids":[],"parent_id":null}],"offices":[{"id":4026951004,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4026949004,"name":"San Francisco","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5831364004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5065630004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":5831364004,"updated_at":"2026-05-04T15:39:00-04:00","requisition_id":"172","title":"Associate, Office Administration ","company_name":"Jordan Park Group","first_published":"2026-03-18T11:28:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Associate, Office Administration\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;em\u0026gt;New York, New York\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We are a team driven to serve clients, partners, and each other.\u0026amp;nbsp; Our approach is customized to solve complex needs and founded on our core principles of Excellence, Service, Community, and Impact.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position will provide high-level administrative support in various capacities, including but not limited to, our Senior Leadership team.\u0026amp;nbsp; In this role, you will support the VP of Executive Administration, and partner with other Office Administration team members.\u0026amp;nbsp; \u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Duties and Responsibilities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Managing executive schedule and acts as liaison for the teams and execs supported\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinating schedule of assigned team and respective executives, set critical meetings, establish agendas, coordinate meeting logistics and follow up with attendees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience in scheduling complicated domestic and international travel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Arranges accommodations, itineraries, and all correspondence related to arrangements as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in planning and organizing company events, meetings, business luncheons, and client meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing documents, as well as maintaining files, records, and correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handling confidential information; organizes and maintains files\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing information and research as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Updating CRM/Salesforce with new contacts and calendar activities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Special projects as assigned\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as back up / support to Front Desk as needed\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Welcome and greet guests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide general support to visitors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain the condition of the office\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with building management in case of needed repairs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain inventory of kitchen and office supplies and order items on a regular basis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;About You\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Must be flexible with hours; occasionally work extra hours as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable in a fast-paced environment with multiple tasks and projects at hand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Able to multitask and prioritize needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-directed and able to work without a lot of supervision\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Energetic and eager to tackle new projects and ideas\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Able to perform a wide variety of executive assistant duties, spanning many areas of responsibility\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong team player\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Requirements and Qualifications\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in business administration or related field preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years of prior experience in the capacity of a mid- to senior-level assistant\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, and Excel)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detail oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Scheduling appointments/updating calendars a must\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle confidential information and build trust with the team and executives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Able to concentrate on multiple problems/tasks at once\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent time management and prioritization skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.\u0026amp;nbsp; We apply a total reward philosophy when determining compensation terms.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes:\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Professional Development and Mindfulness Stipend\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045979004,"name":"Office Administration","child_ids":[],"parent_id":null}],"offices":[{"id":4026951004,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5828760004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5064210004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":5828760004,"updated_at":"2026-05-04T15:58:44-04:00","requisition_id":"171","title":"Associate, Portfolio Implementation - NY","company_name":"Jordan Park Group","first_published":"2026-03-23T11:49:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Associate, Portfolio Implementation\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;em\u0026gt;New York, New York\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key responsibilities include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Monitoring portfolio positioning, trade execution, cash levels, and compliance with client guidelines and restrictions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Using proprietary tools and data systems to rebalance and optimize client portfolios\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting senior Portfolio Managers in the development and execution of firmwide investment theses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working closely with sub‑advisors to communicate SMA objectives, facilitate funding and setup, and resolve operational or trading discrepancies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with Operations and Compliance to document procedures and ensure portfolios follow investment guidelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting ongoing enhancements to trading and portfolio management systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with investment workflows across Public, Private, and Alternative asset classes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identifying opportunities to improve existing workflows and proposing process enhancements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting client account onboarding and portfolio structuring\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About You\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have a bachelor\u0026#39;s degree and 3–5 years of relevant experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are comfortable working market hours\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bring experience in Portfolio Management, Trading, or Operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have familiarity with trading/order management and reporting systems (e.g., Addepar, Charles River, Salesforce)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have experience at a broker‑dealer, RIA, multi‑family office, or similar investment firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate strong interest in investments and portfolio management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Possess strong Microsoft Excel skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are highly detail‑oriented, accurate, and self‑motivated\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well both independently and as part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoy solving problems and finding creative solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are organized and capable of managing multiple tasks simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate effectively with a diverse set of stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle sensitive information with discretion\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Preferred, but not required:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of Equity and Fixed Income markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with Morningstar, Bloomberg, FactSet, or similar market‑data and research platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using Python, SQL, VBA, or APIs to automate workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using Addepar for analysis and reporting\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Compensation at Jordan Park includes base salary, discretionary year‑end bonus, benefits, and additional perks. We use a total‑rewards philosophy when determining compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision insurance — 100% employer‑paid for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre‑tax)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual professional development stipend\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4075745004,"name":"Liquid Markets","child_ids":[],"parent_id":null}],"offices":[{"id":4026951004,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5536505004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4928434004,"location":{"name":"San Francisco, California, United States"},"metadata":null,"id":5536505004,"updated_at":"2026-05-04T15:59:42-04:00","requisition_id":"151","title":"Associate / Senior Associate, Client Service - SF","company_name":"Jordan Park Group","first_published":"2025-05-08T17:15:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Associate / Senior Associate, Client Service\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;em\u0026gt;San Francisco, California\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm. Primary responsibilities include: \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in working with custodian service teams to facilitate client activity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting experienced team members as a liaison with client’s other trusted advisors such as accountants, attorneys, lenders and insurance advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creating and maintaining client and partner data n Salesforce and other systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with managing cash positions, money movements, and private banking services for clients as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About You\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Possess a service-oriented mindset and are motivated to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are well-organized and deadline-driven\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are proactive and possess strong follow-up and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pay attention to the details and are accurate without losing sight of the big picture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple priorities simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoy collaborative environments and communicate effectively with a broad range of stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Love taking on challenges and finding creative solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Doesn’t get flustered easily\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are discreet in handling sensitive and confidential information\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well independently and as part of a team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.\u0026amp;nbsp; We apply a total reward philosophy when determining compensation terms.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes:\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Professional Development Stipend\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045850004,"name":"Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4026949004,"name":"San Francisco","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5658191004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4973513004,"location":{"name":"San Francisco, California, United States"},"metadata":null,"id":5658191004,"updated_at":"2026-05-20T21:44:36-04:00","requisition_id":"158","title":"Financial Analyst, Client Advisory ","company_name":"Jordan Park Group","first_published":"2025-09-24T09:27:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Financial Analyst - Client Advisory (For Immediate Start)\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;San Francisco, California\u0026lt;/em\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Program Overview\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park’s Financial Analyst Program is a two-year experience that provides exposure to all facets of the wealth management business. High-performing analysts will be eligible for a third-year extension as a Senior Analyst and will have the potential opportunity to continue their career as a member of one of the firm’s functional areas (e.g., Client Advisory, Investment Team, etc.).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;As a Financial Analyst, you’ll play a critical role in supporting our clients and driving firm initiatives. Responsibilities include:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generating client investment reports and curating client balance sheets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial planning and forward modeling of client balance sheets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Performing investment due diligence on various third-party managers or deals for inclusion in client portfolios\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participating in day-to-day operational management of the portfolio\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tracking capital account balances and transactions using third party data aggregation systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reviewing and preparing administrative documentation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creating and maintaining client files in firm CRM and other systems\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About You\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Hold a bachelor’s degree or will hold one upon your hiring date\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have between 0- and 3-years’ work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have strong Excel, PowerPoint, Word, and Outlook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have experience serving and working with clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Can communicate effectively with a broad range of stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are detail-oriented with a strong sense of accuracy and accountability Seek to understand how the smallest details fit into the “big picture” of our service to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are discreet in handling sensitive and confidential information\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Love taking on challenges and finding creative solutions; continue searching until you find the right answer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well independently and as part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Genuinely like helping people\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are hungry to learn\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Are resilient, resourceful, and adaptable in the face of challenges\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Considered but not required:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Business, economics, or finance major\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Aptitude for learning new technologies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Previous financial services experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks.\u0026amp;nbsp; We apply a total reward philosophy when determining compensation terms.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary for this role in San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes:\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Professional Development and Mindfulness Stipend\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045854004,"name":"Client Advisory","child_ids":[],"parent_id":null}],"offices":[{"id":4026951004,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4026949004,"name":"San Francisco","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5813897004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5057131004,"location":{"name":"San Francisco, California, United States"},"metadata":null,"id":5813897004,"updated_at":"2026-05-04T16:01:33-04:00","requisition_id":"169","title":"Senior Associate, Software Engineer – Data Platform \u0026 AI Applications","company_name":"Jordan Park Group","first_published":"2026-02-27T15:20:01-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Senior Associate, Software Engineer – Data Platform \u0026amp;amp; AI Applications\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;San Francisco, California\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is seeking a Senior Associate to help build and extend our enterprise data platform and AI application ecosystem.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role combines advanced data engineering, cloud infrastructure, DevOps discipline, and applied AI development. The Senior Associate will operate as a senior individual contributor — owning major platform components while partnering closely with leadership and business teams. This is a hands-on technical role with meaningful scope and influence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will be responsible for enabling trusted analytics across the firm, integrating proprietary data into AI systems, automating operational workflows and creating custom apps and tooling.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data Platform Engineering\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, build, and maintain production-grade SQL data pipelines (e.g., dbt + Snowflake + Python)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and manage orchestration workflows (Airflow or equivalent)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create data ingestion processes and API integrations\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;AI Application Development\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and develop the use of AI in the form of: LLM apps, RAG architectures, Custom GPTs \u0026amp;amp; Agent systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Integrate proprietary firm data securely into AI workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish observability standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate AI experimentation into production-grade tools\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Cloud Infrastructure (AWS)\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support AWS-based infrastructure including VPCs, ECS, EKS, S3, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Containerize services using Docker and manage workloads in Kubernetes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish logging, monitoring standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Python Development \u0026amp;amp; Automation\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop Python-based tools for API integrations, data transformations, ad-hoc in-house applications \u0026amp;amp; tooling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build reusable modules and maintain code standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create automation solutions that reduce manual operational effort\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Projects \u0026amp;amp; Communication\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;s\u0026gt; \u0026lt;/s\u0026gt;Partner cross-functionally with Investment, Client Advisory, Operations, and Finance teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be self-directed in project management and delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate business requirements into technical architecture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver executive-ready summaries of platform and AI initiatives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Required:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelors degree with 5–8 years of experience in: data engineering, platform engineering, cloud infrastructure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requisite experience in AI Application development including LLM APIs and RAG Pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AWS experience including Docker and Kubernetes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Python proficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced SQL and data modeling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience implementing CI/CD and DevOps best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and executive communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in wealth management, asset management, or fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A positive, helpful and can-do attitude\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Preferred:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Salesforce data integration experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing secure AI architectures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience mentoring junior engineers\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 to $160,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes: \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off \u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Professional Development Stipend\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045872004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4026949004,"name":"San Francisco","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5982740004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5147593004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":5982740004,"updated_at":"2026-05-04T16:02:06-04:00","requisition_id":"175","title":"Senior Associate/Vice President, Capital Markets - Quantitative \u0026 Structured Solutions","company_name":"Jordan Park Group","first_published":"2026-04-27T16:29:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Senior Associate/Vice President, Capital Markets - Quantitative \u0026amp;amp; Structured Solutions\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;New York, New York\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Structured Solutions \u0026amp;amp; Product Development\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design and structure bespoke strategies across hedging, monetization, and diversification\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and iterate on new platform capabilities and investment solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build financial models and scenario analyses across options, derivatives and structured products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead diligence and underwriting of external managers and solution providers\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Execution \u0026amp;amp; Implementation\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Coordinate end-to-end execution across banks, custodians, and sub-advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interface with counterparties to source pricing and optimize implementation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support ongoing monitoring, re-underwriting, and optimization of strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure consistency, scalability, and quality of delivery across the platform\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Advisory \u0026amp;amp; Coverage\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with advisors on complex balance sheet scenarios and client suitability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client discussions on concentrated positions, liquidity, and risk management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate technical strategies into clear, actionable client insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop internal education materials and support firmwide training\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Relationship Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain relationships with banks, asset managers, and structured solution providers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay at the forefront of market developments across options, derivatives and structured solutions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About You\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5–8 years of experience in investment banking, capital markets, derivatives, structured products, or financial engineering\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong background in equity derivatives, structured solutions, or portfolio hedging\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing or executing strategies involving options, collars, forwards, or financing solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to translate complex balance sheet problems into structured, implementable solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and modeling skills (Excel required; programming a plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable operating across product development, execution, and client-facing work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, detail-oriented, and able to manage multiple stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear communicator with strong problem-solving instincts and intellectual curiosity who is comfortable in front of clients and senior stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record presenting recommendations directly to clients and responding to real-time questions and challenges\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why This Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build a new, high-impact platform from the ground up\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work on complex, differentiated strategies typically seen in institutional settings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct exposure to sophisticated clients and real-world balance sheet challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operate at the intersection of markets, structuring, and advisory in a highly collaborative environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.\u0026amp;nbsp; We apply a total rewards philosophy when determining compensation terms.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes:\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Professional Development Stipend\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045857004,"name":"Family Office Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4026951004,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5665701004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4930167004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":5665701004,"updated_at":"2026-05-04T16:02:54-04:00","requisition_id":"152","title":"Vice President, Client Advisory","company_name":"Jordan Park Group","first_published":"2025-10-02T15:09:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Vice President, Client Advisory\u0026lt;/strong\u0026gt; \u0026lt;br\u0026gt;\u0026lt;em\u0026gt;New York, New York\u0026lt;/em\u0026gt; \u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Jordan Park provides\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;integrated\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;investment and financial advice to a \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;select \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;community of individuals\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; and\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; families. Our clients have made extraordinary contributions to business, philanthropy, \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;government,\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; 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 \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;optimal\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; outcomes. Our mission is to enhance \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;lives\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; and legacies.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Jordan Park’s \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Client Advisory Team is dedicated to delivering an exceptional and \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;differentiated\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;R\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;esponsibilities include, but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Serve as \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;trusted\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; and dedicated\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;advisor\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; to\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;ultra-high\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;-net-worth \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;individuals\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;, their\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;families\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;,\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;and other advisors \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;to deliver \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;personalized\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; wealth management \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;solutions\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Conduct in-depth, client-centered financial \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;planning \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;analyses to collaboratively address estate planning, wealth transfer, and tax \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;planning\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;, always \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;seeking\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; to provide clarity and peace of mind\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; across the client balance sheet\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Proactively\u0026amp;nbsp;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;monitor\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; client portfolios and investment performance, engaging in open dialogue to ensure reporting and strategies \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;remain\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; aligned with clients’ \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;unique\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;objectives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Build and nurture relationships with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;external \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;intermediaries \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;to grow our community and enhance\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; the\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; client experience\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Uphold the highest standards of fiduciary responsibility and regulatory compliance, always placing clients’ interests at the center of every decision and action\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Cultivate\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;a client\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;-centric and \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;service\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;-driven \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;experience by proactively engaging clients \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;and their other advisors \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;with tailored insights, \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;anticipating\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; and addressing emerging needs, and equipping \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;clients\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;with the knowledge, resources, and confidence \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; to make empowered, well-informed \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;decisions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Train and mentor\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;internal\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;coverage team\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;s\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; by fostering a culture of empathy, teamwork, and operational excellence, encouraging open communication and shared problem-solving in service of clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;This \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;role\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; might be right for you if you:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Genuinely like helping people\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Pay attention to the details and produce\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;accurate\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; work product\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Are hungry to learn\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Love taking on challenges and finding creative solutions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Continue searching until you find the right answer\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Are resilient and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;don’t\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; get flustered easily\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Can communicate effectively with a broad range of stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Are discreet in handling sensitive and confidential information\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Work well as part of a team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Have experience serving and working with clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Hold a bachelor’s degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;10+\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; years’ work experience\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; ideally in financial services (e.g., investment banking\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;, private wealth management, etc\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Are\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;skilled\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; with Microsoft Office\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Preferred \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;but not \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;21\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;CFA, CFP, MBA, and/or other graduate degree or certification\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;21\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Business, economics, or finance major\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;21\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Aptitude for learning\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;new technologies\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Our benefits package includes: \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Generous paid time off \u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Annual Professional Development and Mindfulness Stipend\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045854004,"name":"Client Advisory","child_ids":[],"parent_id":null}],"offices":[{"id":4026951004,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4026949004,"name":"San Francisco","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5539665004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4930167004,"location":{"name":"San Francisco, California, United States"},"metadata":null,"id":5539665004,"updated_at":"2026-05-04T16:02:39-04:00","requisition_id":"152","title":"Vice President, Client Advisory","company_name":"Jordan Park Group","first_published":"2025-06-18T11:22:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Jordan Park provides \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;integrated\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;investment and financial advice to a \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;select \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;community of individuals\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; and\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; families. Our clients have made extraordinary contributions to business, philanthropy, \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;government,\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; 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 \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;optimal\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; outcomes. Our mission is to enhance \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;lives\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; and legacies.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Jordan Park’s \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Client Advisory Team is dedicated to delivering an exceptional and \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;differentiated\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;R\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;esponsibilities include, but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Serve as \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;trusted\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; and dedicated\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;advisor\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; to\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;ultra-high\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;-net-worth \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;individuals\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;, their\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;families\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;,\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;and other advisors \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;to deliver \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;personalized\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; wealth management \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;solutions\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Conduct in-depth, client-centered financial \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;planning \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;analyses to collaboratively address estate planning, wealth transfer, and tax \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;planning\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;, always \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;seeking\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; to provide clarity and peace of mind\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; across the client balance sheet\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Proactively\u0026amp;nbsp;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;monitor\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; client portfolios and investment performance, engaging in open dialogue to ensure reporting and strategies \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;remain\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; aligned with clients’ \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;unique\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;objectives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Build and nurture relationships with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;external \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;intermediaries \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;to grow our community and enhance\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; the\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; client experience\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Uphold the highest standards of fiduciary responsibility and regulatory compliance, always placing clients’ interests at the center of every decision and action\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Cultivate\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;a client\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;-centric and \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;service\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;-driven \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;experience by proactively engaging clients \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;and their other advisors \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;with tailored insights, \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;anticipating\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; and addressing emerging needs, and equipping \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;clients\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;with the knowledge, resources, and confidence \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; to make empowered, well-informed \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;decisions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Train and mentor\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;internal\u0026lt;/span\u0026gt; \u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;coverage team\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;s\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; by fostering a culture of empathy, teamwork, and operational excellence, encouraging open communication and shared problem-solving in service of clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;This \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;role\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; might be right for you if you:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Genuinely like helping people\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Pay attention to the details and produce\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;accurate\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; work product\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Are hungry to learn\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Love taking on challenges and finding creative solutions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Continue searching until you find the right answer\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Are resilient and\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;don’t\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; get flustered easily\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Can communicate effectively with a broad range of stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Are discreet in handling sensitive and confidential information\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Work well as part of a team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Have experience serving and working with clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Hold a bachelor’s degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;10+\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; years’ work experience\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; ideally in financial services (e.g., investment banking\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;, private wealth management, etc\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Are\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;skilled\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt; with Microsoft Office\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Preferred \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;but not \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;required\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;21\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;CFA, CFP, MBA, and/or other graduate degree or certification\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;21\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Business, economics, or finance major\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;11\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;21\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;Aptitude for learning\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;No Spacing\u0026quot;\u0026gt;new technologies\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Our benefits package includes: \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Generous paid time off \u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;12\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559683\u0026amp;quot;:0,\u0026amp;quot;335559684\u0026amp;quot;:-2,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Annual Professional Development and Mindfulness Stipend\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;134233118\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045854004,"name":"Client Advisory","child_ids":[],"parent_id":null}],"offices":[{"id":4026951004,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4026949004,"name":"San Francisco","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/jordanparkgroup/jobs/5839635004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5069702004,"location":{"name":"San Francisco, California, United States"},"metadata":null,"id":5839635004,"updated_at":"2026-05-04T16:03:20-04:00","requisition_id":"173","title":"Vice President, Senior Salesforce Developer","company_name":"Jordan Park Group","first_published":"2026-03-27T16:24:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our mission is to enhance lives and legacies.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Vice President, Senior Salesforce Developer\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;em\u0026gt;San Francisco, California\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is seeking a Senior Salesforce Developer to support the continued development and optimization of our Salesforce platform. This role is development-focused, centered on building scalable solutions across Apex, integrations, and modern UI components, while partnering closely with business teams to enhance workflows and data integrity.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hands-on technical role with meaningful ownership across core CRM systems and integrations. We want you to bring best practices for RIAs and Wealth management to our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Role and Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;Salesforce Development\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, develop, and maintain Apex classes, triggers, and custom business logic\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and enhance Lightning Web Components (LWC) to improve user experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and manage integrations between Salesforce and external platforms via APIs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extend and optimize complex Salesforce Flows and automation frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and improve consultants’ code for scalability, reliability, and best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to testing frameworks, release management, and deployment processes\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Salesforce Administration\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Configure objects, workflows, and automations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Troubleshoot system issues and provide technical support to end users\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Document system architecture, data models, and development standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure data integrity and system performance across the platform\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Projects \u0026amp;amp; Cross-Functional Collaboration\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Product Management, Advisory, Operations, and Investment teams to translate business needs into technical solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to scalable CRM architecture and long-term platform strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and implement automation opportunities to reduce manual processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support feature releases, enhancements, and ongoing platform improvements\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Required:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science, Information Systems, or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years of hands-on Salesforce development experience (and wish to continue hands-on)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in financial services, wealth management, or fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in Apex (classes, triggers) and Salesforce platform architecture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building Lightning Web Components (LWC)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with API integrations, Flows and automation tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear communication and ability to work cross-functionally \u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Preferred:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience reviewing or mentoring external/contractor development work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with CI/CD, testing frameworks, and deployment tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce AI Integrations; Agentforce, Slack or Custom\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation \u0026amp;amp; Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 $160,000 to $200,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our benefits package includes: \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental \u0026amp;amp; vision insurance – 100% of premium covered for employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k participation with employer contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off \u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commuter benefits program (pre-paid tax dollars towards your commute)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fitness Reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual Professional Development Stipend\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is always seeking great talent.\u0026amp;nbsp; 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.\u0026amp;nbsp; We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about our privacy practices, including disclosures for California residents, please see our \u0026lt;a href=\u0026quot;https://jordanpark.com/privacy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Privacy Notice\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Jordan Park is an SEC-registered investment adviser (RIA).\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4045872004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4026949004,"name":"San Francisco","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":12}}