Vice President, Client Operations

2 weeks ago

Portsmouth, Virginia, United States Jordan Park Group Full time

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 Transfers
Portsmouth, New Hampshire (or San Francisco, California)

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.

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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