VP, Managed Assets - San Francisco, CA, United States - Jordan Park Group

Description

Vice President, Client Operations - Asset Transfers
San Francisco, CA

The Vice President, Client Operations - Asset Transfers will play an essential role in leading the end-to-end payment product lifecycle, setting forward-looking strategy, reducing risk, and creating operations efficiency.

This individual will work closely with external custodians and with our internal Client Service team.
Your Role


Primary responsibilities include:
Assist in overseeing day-to-day money movements (e.g., wires, checks, journals, and ACH transfers) for family office clients
Partner in providing oversight to the Asset Transfer team; assist in day-to-day support of operations, metrics, and performance of the team
Investigate payment discrepancies and proactively identify potential missing invoices and payments
Partner with the business to manage family office private banking needs including, coordination and execution of custodian authorizations, establishing recurring payments, and vendor verification
Collaborate with cross-divisional teams such as operations, legal, compliance and risk where needed
Responsible for maintaining Asset Transfer policies and procedures
About You
Bachelor's degree with at least 5+ years of professional work experience
Have experience supporting family office clients or have worked in wealth management, public accounting, or fund administration
Proven experience delivering on fraud reducing technology projects
Enjoy a fast-paced environment as part of a collaborative team
Can manage multiple daily deadlines while also working toward long term goals
Possess a service-oriented mindset and are motivated to help others
Pay attention to the details and enjoy improving processes continuously
Enjoy solving problems – if you don't know the answer, you'll dig until you find it
Love taking on challenges and finding creative solutions
Can communicate effectively with a broad range of stakeholders
Are discreet in handling sensitive and confidential information
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 $125,000 - $175,000 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
~401k participation with employer contribution
~ Generous paid time off
~ Commuter benefits program (pre-paid tax dollars towards your commute)
~ Fitness Reimbursement
~ Annual Professional Development and Mindfulness Stipend

#J-18808-Ljbffr