Job Description

Head of Communications and Client Engagement - SF Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Head of Communications and Client Engagement San Francisco, California The Opportunity We are looking for a Head of Communications and Client Engagement to drive the development and execution of our comprehensive communications and engagement strategy. This person is a creative and innovative thinker who can lead, own, and oversee the firm’s overall brand, content and event calendar, distribution and analytics on external communication channels, and PR. This role is also responsible for the important job of curating and cultivating the Jordan Park community in consistent and differentiated ways. This critical role will work with various internal stakeholders including Client Experience, Investment Strategy, Legal and Compliance as well as external agencies and other stakeholders. Key Responsibilities: Brand Management & Strategy: Partner with Senior Leadership to propel a differentiated brand that enables the firm to speak with one voice Sharpen and amplify the firm’s mission, vision, values, brand promise and tone Infuse the brand in all existing and new marketing executions; ensure continuity in every client touchpoint Be a source of energy and inspiration for the team on how a united brand and voice can accelerate the firm’s goals Tie a direct line between the team’s activities and tangible business results Communications: Execute new communications, webinars and podcasts, in person events, conference/panel appearances, and campaigns to elevate the firm’s brand and position Evaluate the firm’s digital footprint including website and LinkedIn presence Manage the firm’s reputation and public perception through active monitoring and proactive PR Partner with Client Advisors to ensure a unified voice and approach to client communications Partner with the People Team to infuse the brand through employee- and candidate-facing materials and engagements Manage all marketing channels (website, email, client materials, etc.); partner with Operations on statements and reporting/analytics to ensure brand continuity Client Engagement: Cultivate and engage the community of clients through innovative and relevant content and in-person events Develop and implement focused strategies to enhance engagement and contentment amongst our unique community Oversee the content calendar, collaborating with JP Research/Investment Strategy and other subject matter experts Utilize client feedback to continuously enhance the client experience Support firm growth objectives in each phase of client engagement (acquisition, growth, engagement and retention) with meaningful marketing and communications executions that meet client needs and differentiate the firm Systematically build and manage new resources/team members to support initiatives Foster a collaborative and high-performance culture within the team Conduct regular performance evaluations and provide constructive feedback to team members Manage two external communications agencies Market Research and Analysis: Periodically, conduct market research to identify industry trends, competitive landscape and client needs Utilize insights from market research to inform marketing strategies and initiatives. Stay up to date with industry developments and best practices in marketing and client engagement Budget Management: Develop and manage the marketing budget, ensuring efficient allocation of resources Monitor expenses and ensure marketing activities are within budgetary constraints Provide regular reports on marketing expenditures and ROI to senior management Determine appropriate budget and staffing plan Own and manage the marketing budget with a focus on ROI and cost-effectiveness About You Bachelor’s degree in Marketing, Business Administration, or a related field; MBA preferred Minimum of 8 years of marketing strategy and execution experience, with at least 3 years in a leadership role within the financial services industry Proven track record of developing and executing successful marketing strategies Strong understanding of digital marketing, social media, and client engagement techniques Excellent communication, leadership, and interpersonal skills Ability to analyze data and make informed decisions Proficiency in marketing software and tools Executive presence and ability to develop strong working relationships across the organization Experience delivering results with diverse C-level executives 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 San Francisco, California will range from $150,000 - $250,000 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 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). Apply for this job * indicates a required field First Name * Last Name * Email * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile How did you hear about Jordan Park? * Select... If you were referred to us, who can we thank? Why this opportunity now? Why Jordan Park? * Have you ever applied to this company before? * Select... If yes, please share for which role and estimated time frame. Please explain any gaps in your employment history in excess of one month to help us understand your professional transitions. Please also generally explain the reason for each professional transition you've made to date. * Have you ever been terminated or asked to resign from any job? * Select... If yes, please explain the circumstances for each occassion. Are you currently, or have you ever been licensed or registered in the securities industry? (if applicable) * Select... Do you have any current or pending disclosures on your U4? If yes, please share details of those circumstances. (if applicable) * Select... If yes, please explain the circumstances for each occasion. Have you ever been disciplined by a regulatory authority, or had a license suspended, denied or revoked? (if applicable) * Select... If yes, please explain the circumstances for each occasion. Are you legally eligible to work in the U.S.? * Select... Will you now or in the future require visa sponsorship for employment? * Select... Please share your compensation expectations. (salary, bonus and/or total compensation) * Anything else? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Jordan Park Group’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... 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If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... 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