Jordan Park Group
Vice President, Client Operations - Asset Transfers - SF
Jordan Park Group, San Francisco, California, United States, 94199
Jordan Park provides comprehensive investment and financial advice to a targeted 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 and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.
Vice President, Client Operations - Asset TransfersSan Francisco, California (or Portsmouth, New Hampshire)
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 RolePrimary responsibilities include:Assist in overseeing day-to-day money movements (e.g., wires, checks, journals, and ACH transfers) for family office clientsPartner in providing oversight to the Asset Transfer team; assist in day-to-day support of operations, metrics, and performance of the teamInvestigate payment discrepancies and proactively identify potential missing invoices and paymentsPartner with the business to manage family office private banking needs including coordination and execution of custodian authorizations, establishing recurring payments, and vendor verificationCollaborate with cross-divisional teams such as operations, legal, compliance, and risk where neededResponsible for maintaining Asset Transfer policies and procedures
About You
Bachelor's degree with at least 5+ years of professional work experienceHave experience supporting family office clients or have worked in wealth management, public accounting, or fund administrationProven experience delivering on fraud reducing technology projectsEnjoy a fast-paced environment as part of a collaborative teamCan manage multiple daily deadlines while also working toward long-term goalsPossess a service-oriented mindset and are motivated to help othersPay attention to the details and enjoy improving processes continuouslyEnjoy solving problems – if you don’t know the answer, you’ll dig until you find itLove taking on challenges and finding creative solutionsCan communicate effectively with a broad range of stakeholdersAre discreet in handling sensitive and confidential information
Compensation & BenefitsCompensation 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 employees401k participation with employer contributionGenerous paid time offCommuter benefits program (pre-paid tax dollars towards your commute)Fitness ReimbursementAnnual Professional Development and Mindfulness Stipend
We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice.
Jordan Park is an SEC-registered investment adviser (RIA).
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Vice President, Client Operations - Asset TransfersSan Francisco, California (or Portsmouth, New Hampshire)
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 RolePrimary responsibilities include:Assist in overseeing day-to-day money movements (e.g., wires, checks, journals, and ACH transfers) for family office clientsPartner in providing oversight to the Asset Transfer team; assist in day-to-day support of operations, metrics, and performance of the teamInvestigate payment discrepancies and proactively identify potential missing invoices and paymentsPartner with the business to manage family office private banking needs including coordination and execution of custodian authorizations, establishing recurring payments, and vendor verificationCollaborate with cross-divisional teams such as operations, legal, compliance, and risk where neededResponsible for maintaining Asset Transfer policies and procedures
About You
Bachelor's degree with at least 5+ years of professional work experienceHave experience supporting family office clients or have worked in wealth management, public accounting, or fund administrationProven experience delivering on fraud reducing technology projectsEnjoy a fast-paced environment as part of a collaborative teamCan manage multiple daily deadlines while also working toward long-term goalsPossess a service-oriented mindset and are motivated to help othersPay attention to the details and enjoy improving processes continuouslyEnjoy solving problems – if you don’t know the answer, you’ll dig until you find itLove taking on challenges and finding creative solutionsCan communicate effectively with a broad range of stakeholdersAre discreet in handling sensitive and confidential information
Compensation & BenefitsCompensation 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 employees401k participation with employer contributionGenerous paid time offCommuter benefits program (pre-paid tax dollars towards your commute)Fitness ReimbursementAnnual Professional Development and Mindfulness Stipend
We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice.
Jordan Park is an SEC-registered investment adviser (RIA).
#J-18808-Ljbffr