📌 Core Information
🔹 Job Title: Head of Communications and Client Engagement - SF
🔹 Company: Jordan Park Group
🔹 Location: San Francisco, California, United States
🔹 Job Type: On-site
🔹 Category: Financial Services
🔹 Date Posted: May 5, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Developing and executing comprehensive communications and engagement strategy
- Overseeing brand management, client engagement, and communications efforts
- Collaborating with internal and external stakeholders to enhance firm reputation and client experience
- Leading and managing a team to support initiatives
- Conducting market research and analyzing data to inform strategies and initiatives
ASSUMPTION: This role requires a strategic mindset, strong leadership skills, and experience in financial services marketing to drive successful outcomes.
📋 Key Responsibilities
✅ Brand Management & Strategy: Partner with senior leadership to propel a differentiated brand, sharpen and amplify the firm’s mission, vision, values, brand promise and tone, infuse the brand in all marketing executions, and tie a direct line between team 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, manage the firm’s reputation and public perception, partner with client advisors and the people team, and manage all marketing channels.
✅ 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, oversee the content calendar, utilize client feedback to continuously enhance the client experience, and support firm growth objectives.
✅ 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 manage 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, and stay up to date with industry developments and best practices.
✅ Budget Management: Develop and manage the marketing budget, monitor expenses, provide regular reports on marketing expenditures and ROI, determine appropriate budget and staffing plan, and own and manage the marketing budget with a focus on ROI and cost-effectiveness.
ASSUMPTION: This role involves a mix of strategic planning, hands-on execution, and team management, requiring a versatile and adaptable candidate.
🎯 Required Qualifications
Education: Bachelor’s degree in Marketing, Business Administration, or a related field; MBA preferred
Experience: Minimum of 8 years of marketing strategy and execution experience, with at least 3 years in a leadership role within the financial services industry
Required Skills:
- 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
Preferred Skills:
- Experience in the financial services industry
- Familiarity with investment management and wealth management services
- Bilingual or multilingual skills
ASSUMPTION: Candidates with relevant industry experience and a strong background in marketing strategy and execution will be most successful in this role.
💰 Compensation & Benefits
Salary Range: $150,000 - $250,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Benefits:
- 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
Working Hours: Full-time, typically 40 hours per week
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles in the San Francisco area. The benefits package is comprehensive and competitive for the industry.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services. Jordan Park Group specializes in investment management and wealth management services for a distinct community of individuals, families, and institutions.
Company Size: 51-200 employees. As a mid-sized company, Jordan Park Group offers a collaborative work environment with opportunities for growth and impact.
Founded: 2017. Jordan Park Group was founded with a mission to enhance lives and legacies by providing personalized investment management and financial advice.
Company Description:
- Jordan Park Group provides investment management and financial advice to a distinct community of individuals, families, and institutions.
- The company’s clients have made extraordinary contributions to business, philanthropy, government, and society.
- Jordan Park Group’s team is composed of empathetic problem solvers with depth and diversity of experience, embracing complexity and navigating challenges to empower clients to achieve their optimal outcomes.
Company Specialties:
- Investment Management
- Wealth Management
- Family Office Advisory
Company Website: http://www.jordanpark.com
ASSUMPTION: Jordan Park Group is a well-established financial services firm with a strong focus on client relationships and personalized service.
📊 Role Analysis
Career Level: Senior leadership role, reporting directly to the firm’s senior leadership team.
Reporting Structure: This role will oversee a team of marketing and communications professionals, as well as manage external communications agencies.
Work Arrangement: On-site, full-time position with a typical workweek of 40 hours.
Growth Opportunities:
- Potential to grow and develop the marketing and communications team
- Opportunity to shape the firm’s brand and reputation
- Potential to expand the role’s scope and responsibilities based on performance and business needs
ASSUMPTION: This role offers significant growth potential for the right candidate, with the opportunity to make a meaningful impact on the firm’s brand and client experience.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space designed to foster creativity and productivity.
Office Location(s): 100 Pine Street, Suite 2600, San Francisco, CA 94111, US
Geographic Context:
- San Francisco is a vibrant, multicultural city known for its diverse industries, including technology, finance, and healthcare.
- The office is located in the Financial District, providing easy access to public transportation, restaurants, and other amenities.
- The city offers a high cost of living but also provides ample opportunities for personal and professional growth.
Work Schedule: Standard business hours with flexibility for occasional remote work or adjusted hours to accommodate team meetings or events.
ASSUMPTION: The work environment at Jordan Park Group is collaborative and supportive, with a focus on empowering employees to achieve their best work.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the hiring manager
- In-person or video interview with senior leadership team members
- Final interview with the CEO
- Background check and reference check
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Leadership and team management abilities
- Communication and presentation skills
- Industry knowledge and understanding of financial services marketing
- Cultural fit and alignment with Jordan Park Group’s values and mission
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare examples of your past marketing campaigns, their outcomes, and the lessons you learned
- Research Jordan Park Group’s mission, values, and recent initiatives to demonstrate your understanding of the firm and your fit for the role
ATS Keywords: Marketing strategy, brand management, communications, client engagement, financial services, leadership, team management, market research, budget management, digital marketing, social media, client experience
ASSUMPTION: The interview process at Jordan Park Group is comprehensive and designed to assess both the candidate’s technical skills and cultural fit with the firm.
🛠️ Tools & Technologies
- Marketing automation and CRM platforms (e.g., HubSpot, Marketo, Salesforce)
- Social media management tools (e.g., Hootsuite, Buffer, Sprout Social)
- Project management tools (e.g., Asana, Trello, Monday.com)
- Design and content creation tools (e.g., Adobe Creative Suite, Canva, Google Workspace)
ASSUMPTION: The specific tools and technologies required for this role may vary depending on the candidate’s background and the firm’s current technology stack.
👔 Cultural Fit Considerations
Company Values:
- Empathy: Understanding and sharing the feelings of others, particularly our clients
- Expertise: Demonstrating deep knowledge and experience in our field
- Integrity: Upholding the highest ethical standards in all our actions
- Collaboration: Working together to achieve common goals and shared success
- Innovation: Embracing creativity and continuous learning to drive progress
Work Style:
- Collaborative: Working closely with team members and stakeholders to achieve shared goals
- Adaptable: Embracing change and adjusting to new circumstances as needed
- Results-driven: Focusing on delivering tangible outcomes and achieving business objectives
- Strategic: Thinking critically and creatively to solve complex problems
Self-Assessment Questions:
- How do you embody Jordan Park Group’s values in your daily work?
- Describe a time when you had to adapt to a significant change in your work environment or role. How did you approach this challenge, and what was the outcome?
- How do you prioritize and manage multiple projects and deadlines, ensuring that you deliver high-quality work on time?
ASSUMPTION: Jordan Park Group values candidates who align with their mission, values, and work style, and who demonstrate a strong cultural fit with the firm.
⚠️ Potential Challenges
- Managing a team with diverse skills and backgrounds, requiring strong leadership and communication skills
- Balancing strategic planning and hands-on execution, which can be demanding and time-consuming
- Navigating a fast-paced, dynamic work environment with shifting priorities and tight deadlines
- Working with external communications agencies, requiring strong vendor management and project management skills
ASSUMPTION: These challenges can be mitigated with strong leadership, effective communication, and a focus on prioritization and time management.
📈 Similar Roles Comparison
- Compared to other marketing leadership roles in financial services, this role places a greater emphasis on client engagement and brand management
- In the broader marketing and communications landscape, this role requires a deeper understanding of financial services and investment management
- Career progression in this role may involve transitioning into a Chief Marketing Officer or similar senior leadership position within the firm or the broader industry
ASSUMPTION: This role offers a unique blend of strategic planning, team management, and hands-on execution, making it an attractive opportunity for experienced marketing professionals looking to advance their careers in the financial services industry.
📝 Sample Projects
- Developing and executing a comprehensive brand refresh campaign, including new visual identity, messaging, and tone of voice
- Launching a new client engagement initiative, such as a client advisory board or exclusive events program
- Managing a team to create and execute a successful thought leadership content strategy, including blog posts, whitepapers, and webinars
ASSUMPTION: These sample projects illustrate the strategic, hands-on, and team-focused nature of the Head of Communications and Client Engagement role at Jordan Park Group.
❓ Key Questions to Ask During Interview
- Can you describe the firm’s long-term vision for marketing and communications, and how this role fits into that strategy?
- How does the firm support the professional development and growth of its marketing and communications team members?
- What are the biggest challenges facing the firm’s marketing and communications efforts, and how can this role help to address them?
- How does the firm measure the success of its marketing and communications initiatives, and what key performance indicators (KPIs) are most important for this role?
- What is the firm’s approach to diversity, equity, and inclusion, and how does this role contribute to those efforts?
ASSUMPTION: Asking thoughtful, insightful questions demonstrates your interest in the role and the firm, and helps you to better understand the opportunities and challenges that lie ahead.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link: https://job-boards.greenhouse.io/jordanparkgroup/jobs/5461220004
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare examples of your past marketing campaigns, their outcomes, and the lessons you learned
- Research Jordan Park Group’s mission, values, and recent initiatives to demonstrate your understanding of the firm and your fit for the role
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
