Associate, Concierge - New York - NewEdge Wealth

Description

Position Overview

The Associate of Concierge & Lifestyle Services is responsible for working with the NewEdge Family Office leadership to develop a best-in-class concierge platform for ultra-high-net-worth families. Rather than directly executing travel, event, security, or health-related tasks, the Associate curates and manages a vetted network of top-tier specialists across each category. This individual ensures that clients have seamless access to best-in-class providers while maintaining oversight, quality control, and a consistently elevated client experience.

Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.

This role requires impeccable judgment, excellent operational leadership, and a deep understanding of the unique needs of UHNW individuals and their households.

Location: The ideal candidate will be located in New York, NY or Stamford, CT and able to report to one of our offices there. However, remote candidates are encouraged to apply.

Key Responsibilities

Strategic Platform Leadership

• Build and maintain the firm's concierge services framework, centered on connecting clients with elite third-party providers.
• Create structured processes for vetting, onboarding, reviewing, and rotating preferred providers to ensure consistently high standards.

Provider Network Development

• Build a comprehensive database of all the leading concierge vendors. Maintain this database in real time to reflect industry changes, new providers, disruptors in each category. Stay on the cutting edge.
• Identify and cultivate relationships with leading experts in each service vertical, including:
• Luxury travel advisors, private aviation, charter brokers, luxury travel agents
• Medical concierge providers, top specialists, and wellness practitioners
• High-end event planners and destination management companies
• Security firms, risk consultants, and protective-services experts
• Negotiate service expectations, confidentiality standards, and performance requirements with each provider.
• Maintain a comprehensive provider directory and intelligence database.

Client Coordination & Relationship Management

• Work with client's NewEdge advisor to proactively understand client preferences, travel habits, family dynamics, and privacy considerations to make tailored provider recommendations.

Quality Assurance & Oversight

• Monitor provider's performance, client satisfaction, and service quality across all categories.
• Implement feedback loops and regular provider reviews to maintain high standards.
• Ensure all service partners adhere to strict confidentiality, safety, and UHNW-appropriate protocols.

Operational & Risk Management

• Coordinate with internal compliance, legal, and risk teams to ensure third-party providers meet the firm's vetting standards.
• Manage budgets, preferred-provider agreements, and referral frameworks as appropriate.
• Maintain awareness of global risks (travel advisories, security concerns, medical access issues) and ensure providers are prepared to respond.

Qualifications

• 2+ years of experience in a related field
• Demonstrated passion for concierge services
• Exceptional judgment, discretion, and emotional intelligence.
• Strong project management and solutions based mindset
• Ability to manage high-pressure, time-sensitive situations with professionalism.
• Willingness to be available outside traditional business hours to support client needs.
• Bachelor's degree required; advanced degree or specialized industry certifications preferred.

Attributes for Success

• Discreet, trustworthy, and highly reliable.
• Solutions-oriented with a calm, polished presence.
• Strong communicator with impeccable attention to detail.
• Thrives in a fast-paced, dynamic environment with ever-changing priorities.
• Client-first mindset with a commitment to exceptional service and operational excellence.

Salary Range: $100k - $150k annually, based on experience.

Who We Are:

EdgeCo Holdings is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.

NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $60 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

What We Offer:

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). xhmxlyz

Applications will be accepted on an ongoing basis.