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Vice President, Concierge & Lifestyle Services (NY, New York City)
Vice President, Concierge & Lifestyle Services (NY, New York City)NewEdge Advisors • New York, NY, United States
Vice President, Concierge & Lifestyle Services (NY, New York City)

Vice President, Concierge & Lifestyle Services (NY, New York City)

NewEdge Advisors • New York, NY, United States
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Vice President of Concierge & Lifestyle Services

The Vice President of Concierge & Lifestyle Services ("VP") is responsible for building and overseeing a best‑in‑class concierge platform for ultra‑high‑net‑worth families. Rather than directly executing travel, event, security, or health‑related tasks, the VP 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.

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

Location

New York City, New York

Key Responsibilities

  • Build and maintain the firm’s concierge services framework, centered on connecting clients with elite third‑party providers.
  • Develop and update comprehensive lists of premier service partners across travel, luxury hospitality, entertainment, event coordination, security, and health / wellness.
  • Create structured processes for vetting, onboarding, reviewing, and rotating preferred providers to ensure consistently high standards.

Provider Network Development

Identify and cultivate relationships with leading experts in each service vertical, including :

  • Luxury travel advisors, charter brokers, aviation / yacht specialists
  • High‑end event planners and destination management companies
  • Security firms, risk consultants, and protective‑services experts
  • Medical concierge providers, top specialists, and wellness practitioners
  • Negotiate service expectations, confidentiality standards, and performance requirements with each provider.
  • Maintain a comprehensive provider directory and intelligence database.

    • Client Coordination & Relationship Management

  • Serve as the client’s central point of contact for lifestyle needs, determining the right provider for each request.
  • Ensure introductions, handoffs, and ongoing support are thoughtful, seamless, and reflective of the firm’s service philosophy.
  • Proactively understand client preferences, travel habits, family dynamics, and privacy considerations to make tailored provider recommendations.

    • Quality Assurance & Oversight

  • Monitor provider 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.
  • Develop and maintain internal policies, SOPs, and documentation for the concierge platform.
  • 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.

    • Skills & Qualifications

  • 5+ years of experience in UHNW client service, private banking, luxury hospitality, family office operations or concierge management.
  • Demonstrated ability to build and maintain an elite network of service providers.
  • Exceptional judgment, discretion, and emotional intelligence.
  • Strong operational leadership and team‑building experience.
  • 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

    $150,000 – $175,000, based on experience.

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