Associate, Client Advisory - New York - Jordan Park Group

Jordan Park provides investment management and financial advice to individuals families and institutions. Our mission is to enhance lives and legacies. · The Client Advisory Team is looking for an Associate to work directly with senior members across all areas of client engagemen ...

The Client Advisory Specialist will serve as a multi-territory coordinator and partner with the field sales team to cover financial advisors. · ...

+Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem so ...

Jordan Park provides investment management and financial advice to a distinct community of individuals families and institutions Our team is composed of empathetic problem solvers with depth and diversity of experience We navigate challenges to empower clients to achieve their op ...

As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors... · ...

The Client Advisory Assistant will provide seamless administrative support to the Client Advisory Team. The specific duties include frequent client communication, transaction processing, and coordination of inter-departmental approvals. · ...

RDC.AI helps business and commercial bankers know more, do more, and grow more by turning complex data into actionable intelligence. Our platform uniquely combines predictive and agentic AI to deliver transparent, explainable insights across the entire lending lifecycle - from or ...

RDC.AI helps business and commercial bankers know more, do more, and grow more by turning complex data into actionable intelligence. · ...

The Product & Innovation (P&I) group operates across all business, platform/data, and sales organizations. This team specializes in areas such as Digital Assets, Partnerships, · Investments, · and Emerging Commerce.This role will leverage significant synergies between client advi ...

Jordan Park provides investment management and financial advice to a distinct community of individuals families and institutions. Our clients have made extraordinary contributions to business philanthropy government and society. We embrace complexity and navigate challenges to em ...

About Ownership WorksA fast-growing nonprofit organization with a mission to foster economic wellbeing for workers and create thriving workplaces through the power of shared ownership. · ...

The Product & Innovation (P&I) group operates across all business, platform/data, and sales organizations. · The role will require engagement and expertise across several key business areas including Issuer Services, PDS (Platform and Data Services), Investor Services, Cash Manag ...

+ Job summary: The Director plays a crucial role in collaborating with investors and companies to design and structure shared ownership plans. · About Ownership Works · Founded in 2021,O.W.isa fast-growingnonprofitorganizationwithamissiontofostereconomicwellbeingforworkersandcrea ...

Jordan Park provides investment management and financial advice to a distinct community of individuals families and institutions Our clients have made extraordinary contributions to business philanthropy government and society We are empathetic problem solvers with depth diversit ...

+Job summary: The role of Head of Client Advisory involves generating thought leadership content for internal and external use on product and macro-market trends · +Provide strategic inputs on future product pipeline to business teams · Analyze competitive threats and identify ...

+Job Summary · Top-Tier Investment Management Firm seeks an Investment Advisory Client Services Associate. · +ResponsibilitiesNew account onboardingDistribution of statements and invoicesMaintaining distribution listsCommunicating with clientsQualificationsBachelor's DegreeFamili ...

Top-Tier Investment Management Firm seeks an Investment Advisory Client Services Associate. · ...

We are partnered with a leading Single Client Advisory firm who are looking for External Auditors who want to gain exposure to a wide range of Industries and Accounting/Finance functions. · ...

Top-Tier Investment Management Firm is seeking an Investment Advisory Client Services Associate who will be responsible for new account onboarding, distributing statements and invoices, maintaining distribution lists and communicating with clients. · ...

This internship offers a unique opportunity to contribute to impactful projects, collaborate with global client-facing teams, and help shape the way we deliver value throughout the client lifecycle. · ...

About Ownership Works is a nonprofit organization with a mission to foster economic wellbeing for workers and create thriving workplaces through the power of shared ownership. · P&L and relationship accountability for O.W.'s private equity and public client portfolio (50+ clients ...