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Head of Communications and Client Engagement - SF

San Francisco, California, United States

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

Team Leadership:

  • 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 & 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 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). 

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