J

Jordan Park

Investment management and financial advisory services

Vice President - Impact Advisory

Full-Time
$150k - $200k/yr+ Year-end bonus
Expert
Bachelor's, Master's
San Francisco, CA, USA+1 moreMore locations: New York, NY, USA
Remote
Finance & BankingWealth Management & Financial Advisory

About the job

Requirements
  • 10–15+ years of relevant professional experience, with meaningful progression in responsibility across philanthropic advisory, consulting, foundation or nonprofit leadership, wealth management, impact investing, and/or related fields.
  • Deep knowledge of and experience in philanthropic strategy, structuring, and practice.
  • Significant experience working directly with ultra-high-net-worth individuals, couples, families, and/or institutions, ideally in a trusted advisory capacity.
  • Exceptional client presence, relationship-building skills, judgment, and discretion, with the credibility to engage confidently with founders, family principals, senior executives, and other sophisticated stakeholders.
  • Fluency in financial and investment concepts and an ability to situate philanthropy within a client's broader financial and impact objectives.
  • Strong strategic and analytical capabilities, with the ability to move seamlessly between conceptual strategy and practical execution.
  • Excellent written and verbal communication skills, including the ability to synthesize complex information, develop a point of view, and communicate with clarity and nuance.
  • Highly emotionally intelligent, perceptive, collaborative, and discreet, with strong listening skills and an ability to navigate complex interpersonal and organizational dynamics.
  • Intellectually curious, resourceful, low-ego, and committed to delivering exceptional work as part of a cohesive, multi-disciplinary team.
  • Demonstrate Jordan Park's core principles of excellence, service, community, inclusion, and impact.
Responsibilities
  • Bring strong advisory expertise, perspective, judgment, pattern recognition, and presence to client relationships, building trust and credibility as a valued thought partner on impact priorities.
  • Lead impact-focused engagements for clients, partnering closely with client advisors and broader coverage teams to deliver an integrated, exceptional client experience.
  • Advise and facilitate across generations, helping clients navigate values and purpose, family dynamics, governance, decision-making, and legacy building.
  • Partner across Jordan Park teams to connect impact priorities with clients' broader financial, investment, tax, and estate planning objectives.
  • Educate and train colleagues on key concepts, best practices, and timely topics related to clients’ philanthropic and broader impact interests.
  • Design and implement philanthropic strategies on behalf of clients, including goal-setting, mission development, structuring and governance, diligence, grantmaking, evaluation, and learning.
  • Translate strategy into action, developing practical roadmaps and helping clients deploy philanthropic and investment capital in support of their values and objectives.
  • Lead project management for complex client initiatives while proactively managing risks, dependencies, and follow-through.
  • Help build, evolve, and scale the Impact Advisory practice, strengthening the offering and service model to drive value for clients and growth for the firm, while contributing differentiated perspectives on emerging philanthropic and impact trends.
  • Cultivate and leverage a high-quality external network of industry partners, including philanthropic leaders, foundations, donor-advised fund providers, nonprofits, and other experts to expand the ideas, resources, and opportunities available to clients and the firm.
  • Develop and elevate colleagues, sharing expertise and contributing to a culture of excellence, collaboration, intellectual curiosity, and continuous learning.
Desired Qualifications
  • Experience with impact investing, catalytic capital, and/or blended finance is highly valued.
  • Builder mentality, with experience creating, evolving, or scaling advisory offerings in entrepreneurial environments.
  • Bachelor's and advanced degrees or relevant professional training preferred.

About the company

Jordan Park provides investment management and financial advice to individuals, families, and institutions, helping clients manage money and plan for their goals. Its team of empathetic problem solvers delivers personalized investment management and financial planning tailored to each client's needs and legacy goals. The firm emphasizes a distinct community and depth of experience, focusing on navigating complexity and aligning strategies with clients’ life outcomes. The goal is to enhance clients’ lives and legacies by helping them achieve meaningful financial outcomes for themselves and their causes.

Company Size

51-200

Company Stage

N/A

Total Funding

$247.8M

Headquarters

San Francisco, California

Founded

2017

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Simplify's Take

What believers are saying

  • Jordan Park raised $70.9M for its impact fund on November 5, 2025.
  • Recent filings show AUM still at $23.3B as of July 8, 2026.
  • A June 2026 Senior Associate hire signals continued client-advisory expansion.

What critics are saying

  • Forty-five percent of AUM sits at Fidelity, creating major custody concentration risk.
  • Stockzoa shows $265M net selling and AUM down 4.99%, pressuring performance perception.
  • A talent failure could trigger client defections, because the business depends on relationship managers.

What makes Jordan Park unique

  • Jordan Park manages $23.3B across 4,487 accounts, serving ultra-wealthy families.
  • Its client mix skews to high-net-worth individuals, charities, and pooled vehicles.
  • The firm combines private-wealth management with impact and real-asset fund strategies.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Company Match
  • Paid Vacation
  • Commuter Benefits
  • Fitness Reimbursement
  • Professional Development Budget

Company News

VCNewsDaily
Sep 14th, 2022
Ethic Scores $50M In Series C

Ethic Scores $50M in Series C Back to Home. NEW YORK, NY, Ethic, a tech-driven asset management platform, has closed a $50 million Series C funding round led by the Jordan Park Group

Yahoo Finance
Jun 30th, 2022
Matter Health Raises $35 Million in Series A to Solve Health Crisis at Home for Older Adults

NASHVILLE, Tenn., June 29, 2022--Matter Health today announced a $35 million Series A financing led by the Jordan Park Group, helping further a remarkable new model of primary care focused on solving the health crisis at home for older adults.

MedSpace USA
Jun 30th, 2022
Jordan Park Group invested into Matterhealthcare in $35M on Jun 29th 22'.

Matter Health has closed on a $35 million round of funding, led by San Francisco-based Jordan Park Group, Matter Health co-founder and CEO Mason Mercy said in an exclusive interview.

Business Wire
Jun 29th, 2022
Matter Health Raises $35 Million In Series A To Solve Health Crisis At Home For Older Adults

NASHVILLE, Tenn.--(BUSINESS WIRE)--Matter Health today announced a $35 million Series A financing led by the Jordan Park Group, helping further a remarkable new model of primary care focused on solving the health crisis at home for older adults. Matter Health’s unique model brings a total healthcare solution directly to patients through partnerships with affordable housing developments where Matter operates primary care clinics embedded within the community. Clinics offer holistic, preventative primary care to older adults who qualify for both Medicare and Medicaid