Top 45 nyc remote concierge Jobs

Senior Client Associate
Savvy Wealth —Remote
- $65,000 - $75,000 a year
- Full-time
- Remote
- CPA
- Bachelor of Science
- Mid-level
- Health savings account
- Paid holidays
Senior Client Success Manager (Mid-Market)
Garner Health —Remote
- $117,000 - $140,000 a year
- Email
- Travel
- In-person
- Senior level
- Health insurance
- Dental insurance
Assistant Property Manager, Multifamily
Empire State Realty Trust —New York, NY
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Ability to walk for extended periods
- 5 years
- Mid-level
- Paid parental leave
- AD&D insurance
Quick Apply
Property Manager, Multifamily
Empire State Realty Trust —New York, NY
- $120,000 - $140,000 a year
- Full-time
- Hybrid work
- 5 years
- Residential
- Bachelor's degree
- Paid parental leave
- AD&D insurance
Quick Apply
Senior Client Success Manager (Large Market)
Garner Health —Remote
- $120,000 - $140,000 a year
- Email
- 5 years
- Travel
- In-person
- Health insurance
- Dental insurance
Senior Strategic Growth Associate, Advisor Recruiting
Savvy Wealth —Remote
- $80,000 - $120,000 a year
- Urgently hiring
- Remote
- Research
- 3 years
- Master's degree
- Health savings account
- Paid holidays
Executive Assistant
Progyny, Inc —New York, NY
- $80,000 - $100,000 a year
- Email
- Mid-level
- US work authorization
- 4 years
- Health insurance
- Dental insurance
Senior Product Manager
Hungryroot —Remote
- $150,000 - $189,000 a year
- Remote
- SQL
- Analysis skills
- Product management
- Paid parental leave
- Health insurance
Tax Senior Manager
Wellhub —New York State
- $116,394 - $130,943 a year
- Remote
- ERP systems
- Finance
- Bachelor's degree
- Paid parental leave
- Disability insurance
On call Mobile Massage Therapist (4pm to 11pm )
VIP mobile massage LLC —New York, NY
- $120 - $240 an hour
- Part-time
- Residential
- Entry level
- Flexible schedule
Quick Apply
Global Sales Enablement Leader
Wellhub —Remote
- $120,000 - $140,000 a year
- Hybrid work
- Senior level
- Commercial
- Paid parental leave
- Disability insurance
Eligibility Operations Solutions Analyst
Progyny, Inc —New York, NY
- $80,000 - $95,000 a year
- Email
- Hybrid work
- Computer Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Director, Lifecycle Marketing
Progyny, Inc —Remote
- $120,000 - $135,000 a year
- Email
- HIPAA
- Office
- 8 years
- Health insurance
- Dental insurance
Manager, Web Engineering
Progyny, Inc —Remote
- $175,000 - $195,000 a year
- Email
- Office
- 8 years
- Mentoring
- Health insurance
- Dental insurance
User Lifecycle Specialist
Wellhub —New York State
- $80,000 - $100,000 a year
- Hybrid work
- Marketing
- Mid-level
- 3 years
- Paid parental leave
- Disability insurance
Software Engineer (Full-stack)
Impiricus —Atlanta, GA
- $110,000 - $135,000 a year
- Full-time
- Remote
- Azure
- Computer Science
- HIPAA
- Paid parental leave
- Health savings account
Principal Wealth Advisor
Savvy Wealth —Remote
- Full-time
- Remote
- 7 years
- Senior level
- Health savings account
- Paid holidays
Retention Marketing Analyst
Wellhub —New York State
- $80,000 - $100,000 a year
- Hybrid work
- Marketing
- Mid-level
- 3 years
- Paid parental leave
- Disability insurance
Events Manager
Progyny, Inc —New York, NY
- $105,000 - $120,000 a year
- Email
- 7 years
- Office
- Mentoring
- Health insurance
- Dental insurance
Provider Relations Specialist- NY
The Emily Program —New York, NY
- $85,000 - $105,000 a year
- Weekends as needed
- Marketing
- Mid-level
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
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Senior Client Associate

Savvy Wealth
Remote

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Job Details

Full-time
$65,000 - $75,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Flexible spending account
Snacks provided
Employee assistance program
Vision insurance

Qualifications

Financial services customer support
Spreadsheets
Investment account customer support
Productivity software
Securities companies

Full Job Description

Location

Remote

Employment Type

Full time

Location Type

Remote

Department

Advisor Services

Compensation

On Target Earnings $65K – $75K • Offers Equity • Offers Bonus

About Savvy Wealth:

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

The Role:
The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this role, you’ll serve as a dedicated operational partner to multiple advisors, ensuring their clients receive exceptional day-to-day support. The ideal candidate is detail-oriented, an excellent problem-solver, and a strong communicator who can help foster long-term client relationships.

This role will be critical in shaping our standard operating procedures and ensuring we set the highest standard for client and advisor support. As an early member of the Savvy team, you will help build out the client servicing function. You will also work closely with the Product and Operations teams to shape the future roadmap of Savvy's product and advisory services.

Responsibilities:

Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships.
Own best-in-class execution of all client tasks, requests and inquiries in a timely manner.
Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience.
Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers.
Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks.
Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more.
Create and maintain client data in Salesforce and other systems.
Ensure Savvy is adhering to all required compliance policies and procedures.
Protect clients by maintaining confidentiality of all personal and financial information.

Must Have:

2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors.
A high-energy, collaborative, and self-starter attitude; willing to roll up your sleeves and have an incredible ownership mentality.
Excellent interpersonal and communication skills.
Strong technical skills in Google Suite applications-Word, Excel, and Powerpoint- and familiarity with the MS Office equivalents.
Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once.
Adept at quickly learning and adopting new technologies.

Nice to have:

Series 7 and 66 or Series 65 licenses.
BA/BS degree in finance, economics, or related field.
Advanced degrees or designations such as CFP, CPA, CFA
Prior experience using Salesforce
Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services

Benefits:

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Apply Now

Refine Your Search

nyc remote concierge jobs

Senior Client Associate

Senior Client Success Manager (Mid-Market)

Assistant Property Manager, Multifamily

Property Manager, Multifamily

Senior Client Success Manager (Large Market)

Senior Strategic Growth Associate, Advisor Recruiting

Executive Assistant

Senior Product Manager

Tax Senior Manager

On call Mobile Massage Therapist (4pm to 11pm )

Global Sales Enablement Leader

Eligibility Operations Solutions Analyst

Director, Lifecycle Marketing

Manager, Web Engineering

User Lifecycle Specialist

Software Engineer (Full-stack)

Principal Wealth Advisor

Retention Marketing Analyst

Events Manager

Provider Relations Specialist- NY

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