Vice President, Impact Advisory

The role

This individual will serve as a philanthropic subject matter expert and trusted advisor to clients. They will lead impact-focused client engagements and help expand the Impact Advisory practice.

What you will do

• Build trust and credibility as a thought partner on impact priorities
• Lead impact-focused engagements for clients
• Advise and facilitate across generations regarding values, purpose, and legacy
• Connect impact priorities with financial, investment, tax, and estate planning objectives
• Educate and train colleagues on philanthropic and impact topics
• Design and implement philanthropic strategies including goal-setting and grantmaking
• Translate strategy into action through practical roadmaps
• Lead project management for complex client initiatives
• Help build, evolve, and scale the Impact Advisory practice
• Cultivate an external network of industry partners

Required qualifications

• 10–15+ years of relevant professional experience in philanthropic advisory, consulting, foundation or nonprofit leadership, wealth management, impact investing, and/or related fields
• Deep knowledge of and experience in philanthropic strategy, structuring, and practice
• Significant experience working directly with ultra-high-net-worth individuals, couples, families, and/or institutions
• Exceptional client presence, relationship-building skills, judgment, and discretion
• Fluency in financial and investment concepts
• Builder mentality with experience creating, evolving, or scaling advisory offerings
• Strong strategic and analytical capabilities
• Excellent written and verbal communication skills
• Highly emotionally intelligent, perceptive, collaborative, and discreet
• Intellectually curious, resourceful, low-ego, and committed to delivering exceptional work

Nice to have

• Bachelor's and advanced degrees or relevant professional training

Benefits

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program
• Fitness Reimbursement
• Annual Professional Development and Mindfulness Stipend

About the company

Jordan Park provides investment management and financial advice to individuals, families, and institutions. Their mission is to enhance lives and legacies.