[Hiring] Associate, Concierge & Lifestyle Services @NewEdge Capital Group

Role Description

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. This individual ensures that clients have seamless access to best-in-class providers while maintaining oversight, quality control, and a consistently elevated client experience.

• 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.
• Build a comprehensive database of all the leading concierge vendors and maintain it in real time to reflect industry changes.
• 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.
• Work with client’s NewEdge advisor to proactively understand client preferences, travel habits, family dynamics, and privacy considerations to make tailored provider recommendations.
• 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.
• 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