Vice President, Concierge & Lifestyle Services; NY

Location:

New York City, New York

• 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.

• 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.

• 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.

• 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.

• 5+ years of experience in UNHW 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.

• 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.

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