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 solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
Our mission is to enhance lives and legacies.
Vice President - Impact Advisory
San Francisco, California | New York, New York
Impact is a core priority for our firm and many of our clients. We have built our Impact Advisory practice to serve those seeking to catalyze positive change with their assets. Our Impact Advisory team is comprised of experienced practitioners across impact investing, philanthropy, nonprofit management, and financial services. These professionals are integrated across our advisory and investment teams to ensure that clients receive holistic, customized advice and resources.
The Role
We are looking for an exceptional professional to join our Impact Advisory team in San Francisco or New York. This individual will serve as a philanthropic subject matter expert, trusted advisor to Jordan Park clients, and a critical extension of the firm’s client coverage teams. This individual will lead sophisticated impact-focused client engagements and bring a distinctive combination of strategic thinking and practical execution. As a key member of a growing practice, this individual will also help shape and expand Jordan Park's Impact Advisory capabilities and broader client offering.
Primary Duties and Responsibilities
Advisory
Bring strong advisory expertise, perspective, judgment, pattern recognition, and presence to client relationships, building trust and credibility as a valued thought partner on impact priorities.
Lead impact-focused engagements for clients, partnering closely with client advisors and broader coverage teams to deliver an integrated, exceptional client experience.
Advise and facilitate across generations, helping clients navigate values and purpose, family dynamics, governance, decision-making, and legacy building.
Partner across Jordan Park teams to connect impact priorities with clients' broader financial, investment, tax, and estate planning objectives.
Educate and train colleagues on key concepts, best practices, and timely topics related to clients’ philanthropic and broader impact interests.
Strategy & Execution
Design and implement philanthropic strategies on behalf of clients, including goal-setting, mission development, structuring and governance, diligence, grantmaking, evaluation, and learning.
Translate strategy into action, developing practical roadmaps and helping clients deploy philanthropic and investment capital in support of their values and objectives.
Lead project management for complex client initiatives while proactively managing risks, dependencies, and follow-through.
Practice & Firm Development
Help build, evolve, and scale the Impact Advisory practice, strengthening our offering and service model to drive value for clients and growth for the firm, while contributing differentiated perspectives on emerging philanthropic and impact trends.
Cultivate and leverage a high-quality external network of industry partners, including philanthropic leaders, foundations, donor-advised fund providers, nonprofits, and other experts to expand the ideas, resources, and opportunities available to clients and the firm.
Develop and elevate colleagues, sharing expertise and contributing to a culture of excellence, collaboration, intellectual curiosity, and continuous learning.
About You
10–15+ years of relevant professional experience, with meaningful progression in responsibility across philanthropic advisory, consulting, foundation or nonprofit leadership, wealth management, impact investing, and/or related fields.
Deep knowledge of and experience in philanthropic strategy,…