Jordan Park Group Benefits Overview

The Associate will support the Client Advisory Team by working with clients on financial planning, investment advice, and project management, ensuring effective communication and successful outcomes across various stakeholders.

Own and operate the end-to-end business development engine: source, research, qualify, and route opportunities; build materials and playbooks; manage CRM pipeline; produce dashboards and reports; support strategic initiatives and leadership communications.

The Associate supports Salesforce data accuracy and usability by leading data cleanup, managing Salesforce configurations, and collaborating with business teams.