Jobs at Jordan Park Group

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.

The Vice President, Senior Salesforce Developer will develop and optimize Salesforce solutions, collaborate with teams, and ensure system integrity and performance.

The Vice President, Client Advisory is responsible for providing personalized wealth management solutions to ultra-high-net-worth clients, conducting financial planning analyses, monitoring client portfolios, and nurturing client relationships while ensuring compliance and fiduciary responsibility.

The Senior Associate will build and extend the data platform and AI applications, focusing on data engineering, cloud infrastructure, and AI development.

The Associate will advance the data platform by designing and maintaining SQL data pipelines, ensuring data quality, and providing analytics solutions. Responsibilities include Python development, automation, and stakeholder communication.

Join Jordan Park as an Associate on the Investment Strategy team to support portfolio construction, asset allocation, and client management while collaborating with colleagues and enhancing investment strategies.