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Jordan Park

Investment management and financial advisory services

Vice President - Impact Advisory

Strategy & Management ConsultingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • The candidate must have 10–15+ years of relevant professional experience, with meaningful progression in responsibility across philanthropic advisory, consulting, foundation or nonprofit leadership, wealth management, impact investing, or related fields.
  • The candidate must have deep knowledge of and experience in philanthropic strategy, structuring, and practice.
  • The candidate must have significant experience working directly with ultra-high-net-worth individuals, couples, families, and/or institutions, ideally in a trusted advisory capacity.
  • The candidate must have exceptional client presence, relationship-building skills, judgment, and discretion, and credibility engaging with founders, family principals, senior executives, and other sophisticated stakeholders.
  • The candidate must be fluent in financial and investment concepts and able to situate philanthropy within a client's broader financial and impact objectives.
  • The candidate must have a builder mentality and experience creating, evolving, or scaling advisory offerings in entrepreneurial environments.
  • The candidate must have strong strategic and analytical capabilities and be able to move between conceptual strategy and practical execution.
  • The candidate must have excellent written and verbal communication skills, including the ability to synthesize complex information, develop a point of view, and communicate with clarity and nuance.
  • The candidate must be emotionally intelligent, perceptive, collaborative, and discreet, with strong listening skills and the ability to navigate complex interpersonal and organizational dynamics.
  • The candidate must be intellectually curious, resourceful, low-ego, and committed to delivering exceptional work as part of a cohesive, multidisciplinary team.
  • The candidate must demonstrate Jordan Park's core principles of excellence, service, community, inclusion, and impact.

Responsibilities

  • Serve as a philanthropic subject matter expert, trusted advisor to Jordan Park clients, and critical extension of the firm's client coverage teams.
  • Lead sophisticated impact-focused client engagements and help shape and expand the firm's Impact Advisory capabilities and broader client offering.
  • Bring advisory expertise, perspective, judgment, pattern recognition, and presence to client relationships, building trust and credibility as a thought partner on impact priorities.
  • Lead impact-focused engagements in close partnership with client advisors and broader coverage teams to deliver an integrated client experience.
  • Advise and facilitate across generations, helping clients navigate values and purpose, family dynamics, governance, decision-making, and legacy building.
  • Partner across firm teams to connect impact priorities with clients' broader financial, investment, tax, and estate planning objectives.
  • Educate and train colleagues on concepts, best practices, and timely topics related to clients' philanthropic and broader impact interests.
  • Design and implement philanthropic strategies for clients, including goal-setting, mission development, structuring and governance, diligence, grantmaking, evaluation, and learning.
  • Translate strategy into action by developing practical roadmaps and helping clients deploy philanthropic and investment capital in support of their values and objectives.
  • Lead project management for complex client initiatives while proactively managing risks, dependencies, and follow-through.
  • Help build, evolve, and scale the Impact Advisory practice, strengthening its offering and service model to drive client value and firm growth, and contribute perspectives on emerging philanthropic and impact trends.
  • Cultivate and leverage an external network of industry partners, including philanthropic leaders, foundations, donor-advised fund providers, nonprofits, and other experts, to expand ideas, resources, and opportunities for clients and the firm.
  • Develop and elevate colleagues, share expertise, and contribute to a culture of excellence, collaboration, intellectual curiosity, and continuous learning.

Desired Qualifications

  • Experience with impact investing, catalytic capital, and/or blended finance is highly valued.
  • A bachelor's degree, advanced degree, or relevant professional training is preferred.

About the Company

Jordan Park

Investment management and financial advisory services

Jordan Park provides investment management and financial advice to individuals, families, and institutions, especially those with significant contributions to business, philanthropy, government, and society. It offers personalized investment management and financial planning delivered by a diverse team that helps clients navigate complex financial situations and plan for their goals. The firm differentiates itself through its emphasis on a distinct client community, depth of experience, and a focus on empathy and problem-solving to align strategies with each client’s life outcomes and legacy. Its goal is to enhance clients’ lives and legacies by guiding thoughtful investments and financial decisions that support meaningful outcomes for clients and the causes they care about.

Company size
51-200
Company stage
Not listed
Total funding
$247.8M
Headquarters
San Francisco, CA
Founded
2017

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