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.

Analyst, Client Engagement - Events
San Francisco, California or New York, New York

We are looking for an Analyst to join our Client Engagement & Branding team in our San Francisco or New York office to support the growth of our firm. This is a unique opportunity to help curate in-person gatherings for Jordan Park clients and the broader Jordan Park community, a unique group of CEO’s, founders, Board members, government leaders and philanthropists and their families. With offices located in San Francisco, New York and New Hampshire, this is an opportunity to work alongside a team that is united by a passion for service, strong sense of integrity, and desire to have a positive impact in the world. 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.

About the Role

This role will be responsible for planning, organizing and executing a variety of events, ensuring they run smoothly and meet our standards of excellence. You will hold an important role in maintaining the professional and inviting brand of our firm.

Responsibilities include but are not limited to:

Planning and organizing events: You will be responsible for helping to conceptualize, plan and execute various events, such as client dinners, seminars, client gatherings and networking sessions. This involves determining event objectives, selecting venues, managing budgets, and coordinating logistics; crafting and curating differentiated speakers, topics and guest lists. Importantly, each step of this process requires close collaboration with other key internal stakeholders.
Event promotion: You will be involved in creating materials for events, such as invitations, promotional emails, and social media content. You will also collaborate with the team to ensure effective communication and attendance at events
Vendor management: You will be responsible for sourcing and managing vendors, such as event venues, caterers, audiovisual providers, and other event-related services. This includes negotiating contracts, coordinating vendor deliverables, and ensuring quality services within budget constraints
Guest management: You will oversee managing guest lists, RSVPs, and registrations for events. This includes communicating with clients and other stakeholders to confirm attendance and provide event details. You will also coordinate with internal teams to ensure a smooth guest experience.
On-site event coordination: During events, you will oversee all aspects of event execution, including setup, registration, audiovisual support, and coordinating with speakers and presenters. You will handle any issues that may arise and ensure a seamless experience for attendees.
Post-event evaluation: After each event, you will conduct evaluations to assess its success and gather feedback from participants. This will help in identifying areas for improvement and provide insights for future event planning.
Budget management: You will be responsible for creating and managing event budgets, tracking expenses, and ensuring cost-effective event execution. This includes negotiating contracts and seeking sponsorship opportunities to offset costs
Support or manage other client engagement-related projects as needed

About You

Have a bachelor’s degree in communications, business, or other relevant disciplines
2-3 years of related experience in financial services, a university alumni office, members only/private members club or a leading auction house or arts organization (e.g. Sotheby’s or Christie’s)
Strong project management skills; execution and milestone driven
Can communicate effectively with a broad range of internal stakeholders
Strong Microsoft Office suite skills, PowerPoint and SharePoint skills needed
Strong oral and written communication skills
Highly organized and adept at managing multiple tasks and projects occurring simultaneously
Works well in a rapidly changing environment
Creative, innovative, and ability to think outside the box
Metric driven; can draw insights from marketing data
Have excellent time management and strong organizational skills
Are self-directed and able to work without a lot of supervision
Are energetic and eager to tackle new projects and ideas
Have a strong work ethic and ability to work well with other team members
Are highly detail-oriented, accurate, and self-motivated
Genuinely like helping people and enjoys solving problems
Love taking on challenges and finding creative solutions
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 New York, New York will range from $85,000 - $100,000 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

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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Analyst, Client Engagement - Events - NY

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