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Senior Analyst, Client Engagement - Events - SF image - Rise Careers
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Senior Analyst, Client Engagement - Events - SF

Jordan Park provides investment management and financial advice to a unique community. Looking for a Senior Analyst to plan and organize events for clients and wider community.

Skills

  • Project management
  • Microsoft Office proficiency
  • Oral and written communication
  • Organizational skills

Responsibilities

  • Planning and organizing events
  • Event promotion
  • Vendor management
  • Guest management
  • On-site event coordination
  • Post-event evaluation
  • Budget management

Education

  • Bachelor's degree in communications, business, or relevant disciplines

Benefits

  • Medical, dental & vision insurance
  • 401k participation with employer contribution
  • Generous paid time off
  • Commuter benefits program
  • Fitness Reimbursement
  • Annual Professional Development Stipend
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$105000 / YEARLY (est.)
min
max
$100000K
$110000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Analyst, Client Engagement - Events - SF, Jordan Park Group

At Jordan Park, we're on the lookout for a dynamic Senior Analyst for Client Engagement - Events in our vibrant San Francisco office. This exciting role offers you the chance to work closely with a diverse and distinguished community of clients, including CEOs, founders, and philanthropists. You will be an essential part of our Client Engagement & Branding team, curating a variety of in-person and online gatherings that bring our community together in meaningful ways. Your responsibilities will include organizing and executing events that truly resonate with our clients' needs, ensuring each gathering reflects the quality and integrity of Jordan Park. From crafting the perfect guest list to negotiating with vendors and managing logistics, you'll be at the heart of creating memorable experiences. Your creativity will shine as you design promotional materials, engage with attendees, and analyze feedback to continuously improve future events. With a strong focus on collaboration, you’ll partner with internal stakeholders to ensure that every detail aligns with our brand values. This role isn’t just about planning events; it’s about fostering relationships and engaging a community committed to excellence. If you thrive in a fast-paced, supportive environment and have a knack for organization, this position could be the perfect fit for you. At Jordan Park, we value a strong work ethic, innovative thinking, and a genuine passion for solving problems. Join us as we enhance lives and legacies, one event at a time!

Frequently Asked Questions (FAQs) for Senior Analyst, Client Engagement - Events - SF Role at Jordan Park Group
What are the main responsibilities of a Senior Analyst, Client Engagement - Events at Jordan Park?

As a Senior Analyst, Client Engagement - Events at Jordan Park, you'll be responsible for planning, organizing, and executing events that engage our clients and community. This ranges from conceptualizing client dinners to managing logistics and guest experiences at various gatherings. You’ll also handle event promotion, vendor management, and post-event evaluations to continuously improve our offerings.

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What qualifications do I need to apply for the Senior Analyst, Client Engagement - Events position at Jordan Park?

To apply for the Senior Analyst, Client Engagement - Events role at Jordan Park, candidates should have a bachelor’s degree in communications, business, or a related field. Additionally, 2-3 years of experience in event planning, particularly within the financial services or related sectors, is essential. Strong project management skills and proficiency in Microsoft Office are also required.

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How does Jordan Park support its Senior Analyst, Client Engagement - Events in their professional development?

Jordan Park invests in the growth of its employees through various benefits like a professional development stipend, access to training resources, and opportunities to attend industry conferences. We believe that ongoing learning is essential for our staff to excel and adapt in their roles, particularly in client engagement and event planning.

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What is the work environment like for the Senior Analyst, Client Engagement - Events at Jordan Park?

The work environment at Jordan Park is friendly and collaborative, emphasizing shared success and client engagement. As a Senior Analyst, you will work with passionate colleagues committed to service and integrity. The office culture encourages innovation, support, and open communication, making it an excellent place for professionals to thrive.

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What is the expected salary range for the Senior Analyst, Client Engagement - Events role at Jordan Park?

The expected salary for the Senior Analyst, Client Engagement - Events at Jordan Park falls between $100,000 and $110,000 per year, depending on your experience and qualifications. This compensation package also includes a discretionary year-end bonus, comprehensive benefits, and numerous perks designed to support our employees.

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Common Interview Questions for Senior Analyst, Client Engagement - Events - SF
Can you describe your experience with organizing corporate events?

In your response, highlight specific events you planned, outlining the objectives, challenges, and outcomes. Emphasize your project management skills and how you effectively coordinated various elements, such as venues, budgets, and guest experiences, drawing on your experience as a Senior Analyst in a similar role.

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How do you handle last-minute changes during an event?

Demonstrate your ability to stay calm under pressure. Provide examples of past experiences where you successfully adapted to changes, discussing your problem-solving skills and your capacity to communicate effectively with stakeholders during unforeseen circumstances.

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What techniques do you use for effective vendor management?

Discuss your approach to establishing strong relationships with vendors and negotiating contracts. Mention how you ensure quality service within budget constraints and how you follow up post-event to evaluate performance. This shows your strategic thinking and evaluative skills as a Senior Analyst.

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Can you give an example of how you would engage clients at events?

Share specific strategies that emphasize personal interaction, such as fostering discussions among attendees or creating engaging agendas. Highlight your creative problem-solving abilities and how you tailor experiences to meet client expectations.

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What role does feedback play in your event planning process?

Explain your systematic approach to gathering feedback post-event and how you utilize that information to inform future planning. Show your commitment to continuous improvement and responsiveness as a Senior Analyst at Jordan Park.

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How do you prioritize tasks when managing multiple events?

Share your organizational strategies and tools you use for project management. Discuss how you assess priorities based on deadlines, impact, and client needs, ensuring all tasks are completed on time while maintaining quality.

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What do you think are the key elements of successful event promotion?

Discuss various promotional techniques you employ, such as social media campaigns, engaging email invitations, and collaborations with internal teams. Emphasize the importance of communications and outreach to ensure high attendance at events.

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How do you ensure the events resonate with the specific audience?

Talk about your approach to understanding the audience's needs by researching past preferences and feedback. Explain how you customize the event experience and content to appeal to the attendees, particularly in a diverse community like Jordan Park.

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What creative solutions have you implemented in past events?

Share an example where you faced a challenge and developed a unique idea or method to address it. Emphasize creativity in problem-solving, showcasing your ability to think outside the box as a Senior Analyst.

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Why do you want to work as a Senior Analyst, Client Engagement - Events at Jordan Park?

Articulate your interest in Jordan Park's mission and values. Discuss how your experiences align with the role and your desire to contribute to enhancing the lives of clients through quality engagement and exceptional events.

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MATCH
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FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
SALARY RANGE
$100,000/yr - $110,000/yr
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 20, 2025

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