Associate, Business Development

Jordan Park Group(3 days ago)

San Francisco, CaliforniaOnsiteFull TimeMedior$120,000 - $150,000Business Development

About this role

Jordan Park is hiring for an Associate in Business Development to work closely with leadership in managing and optimizing the firm's client acquisition efforts. The role involves building processes, creating materials, analyzing data, and supporting strategic initiatives to grow the business and serve clients effectively.

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Required Skills

CRM
Research
Presentation
Pipeline Management
Analytics
Strategic Planning
Client Relations
Excel
PowerPoint
Business Development

About Jordan Park Group

jordanpark.com

Jordan Park is an independent UK-based wealth management and financial planning firm that helps individuals, families, trustees and charities align their wealth with their purpose. They provide bespoke investment management, retirement and tax planning, and holistic financial advice with an emphasis on personalised strategies and ongoing portfolio oversight. Branded around the motto "Your wealth — propelled by your purpose," the firm blends fiduciary discipline with options for sustainable and impact-focused investing. Jordan Park serves high-net-worth clients and intermediaries with advice-led, long-term wealth solutions.

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