Principal Concierge

📋 Description

• Lead world-class concierge service as primary contact for patrons.
• Onboard patrons, manage document intake, and clarify functionality.
• Collaborate with delivery teams and third‑party partners in a fast-paced setting.
• Shape future patron interactions with strategic oversight and best practices.
• Work cross-functionally to deliver exceptional customer experiences.

🎯 Requirements

• Previous customer-facing experience in financial services, private banking, or fintech.
• CFA/CAIA/CFP is a plus.
• College degree or related work experience preferred.
• Proficient with G-Suite, HubSpot (CRM), Slack, and related tools.
• Able to travel up to 25% within the United States.
• Strong customer service orientation with empathy and attention to detail.

🎁 Benefits

• Distributed workforce with occasional onsite Defrag events.
• Flexible hours with Mountain Time overlap.
• $1,000 office upgrade budget and tech needs.
• Health/dental/vision insurance in US & Canada; US 75% coverage.
• $400/year wellness stipend and mindfulness app reimbursement.
• Learning support: books under $250; conferences (WWDC, etc.).