Analyst/Senior Analyst, Client Advisory Management Team - SF

Senior Analyst, Client Advisory Management

San Francisco, California

About the Role

This role is a Senior Analyst position on the Client Advisory Management Team at Jordan Park. The Senior Analyst will play a pivotal role in supporting leadership while collaborating with a dynamic management team. As a Senior Analyst, you will have the unique opportunity to gain a deep understanding of the private wealth management business. This role offers significant exposure to senior leaders and will get you engaged from an early start in your career with key stakeholders, providing a strong foundation for long-term career development for high-performing individuals. Responsibilities for the role include:

Duties and Responsibilities

Support the management team in driving business initiatives, operational efficiency, and strategic planning

Provide analytical support to aid decision-making and strategy development

Support management meetings by overseeing agenda setting, follow-ups, and communication tracking

Provide daily briefings with key insights for client and prospective client meetings, ensuring effective follow-through

Record and log meeting notes in Salesforce, maintaining detailed communication records

Draft and monitor emails, ensuring timely follow-ups and task completion

Author thought leadership content on industry trends to present to management. Past examples have included Trends in the Multi-Family Office Industry, Economics of Family Offices, and AI curriculum development

Contribute to business development efforts through meeting material creation, financial analysis, and client engagement

Log meetings and notes in Salesforce to track interactions with prospective clients

Monitor market activity and industry trends to identify strategic opportunities with potential clients

Design marketing collateral and client qualification processes, utilizing tools like MS Forms and Smartsheet

Track client referrals, reference calls, and projected AUM, generating monthly metrics and reports

Work closely with the management team to facilitate cross-team communication and collaboration, manage special projects, and offer innovative solutions

Conduct research, analyze data, and present actionable insights to refine business strategies

Build relationships with key stakeholders and develop a strong industry network

Identify opportunities for process improvement and optimize business performance through data-driven insights

Develop leadership skills through hands-on involvement with management, gaining in-depth knowledge of private wealth management practices, industry trends, and regulatory requirements

About You

Bachelor’s degree

Have one to two years of work experience

Are proficient in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook

Are a self-starter who takes ownership of responsibilities, manages tasks independently, and demonstrates confidence working with senior leaders

Highly organized and process-oriented

Commitment to excellence and a high level of integrity

Have experience serving and working with clients

Can communicate effectively with a broad range of stakeholders

Strong attention to detail

Seek to understand how the smallest details fit into the “big picture” of our service to clients

Are discreet in handling sensitive and confidential information

Enjoy taking on challenges and finding creative solutions, with the persistence to find the right answer

Work well independently and as part of a team

Genuinely like helping people

Are hungry to learn

Are resilient and don’t get flustered easily

Considered but not required:

Business, economics, or finance major

Aptitude for learning new technologies

Previous financial services (private banking or wealth management) experience

Compensation & Benefits

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 $100,000-$110,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes:

Medical, dental & vision insurance – 100% of premium covered for employees

401(k) participation with employer contribution

Generous paid time off

Commuter benefits program (pre-tax dollars towards your commute)

Fitness Reimbursement

Annual Professional Development Stipend