首席礼宾顾问
Principal Concierge
Copia Wealth Studios正在寻找面向客户的战略领导者，帮助我们为我们的客户打造世界级的礼宾服务。成功的候选人将建立新的业务板块，与我们的客户建立联系，并制定最佳实践。
首席礼宾员是一个面向客户的职位，负责处理Copia所有客户的各类服务需求。礼宾团队将与Copia团队、我们的客户以及第三方合作伙伴一起，在一个复杂、以团队为导向、快节奏的环境中工作。
我们有四项核心价值观，我们认为这些价值观能塑造理想的团队成员：
- 保持谦逊。
- 以人为本。
- 永葆激情。
- 全面思考。
我们的首款产品是一款财务智能平台。该平台帮助高净值人群（企业主、家族办公室、创业者和运动员）管理他们的投资。我们的“客户”会跟踪从艺术品到加密货币、房地产和企业资产等各种内容。
团队成员都是拥有数十年产品交付经验的老兵；我们自iOS SDK诞生之初就开始设计和开发原生iOS应用。我们已经实现了早期的产品-市场匹配，获得了全额融资，并且有足够的资金来实现我们的雄心。
这个职位是一个“蓝海”领域，将塑造我们未来客户互动的方式。我们的客户来自各种背景，具备不同水平的专业知识。成功的礼宾员候选人将在客户入职过程中提供战略指导，接收文件，支持/澄清功能，并与其他交付团队紧密合作。
关于你：
你是一位社交达人。你喜欢支持跨学科的团队，并具有深厚的人文关怀。你重视自主性，喜欢在一个可以直接参与解决问题的团队中工作。你热爱挑战假设，并且每天都能为客户带来出色的体验。
你的知识：
- 你对另类投资领域有扎实的理解。
- 你有良好的幽默感，并认为文化很重要。
- 你热爱学习，希望加入一个能挑战你并给予你成长自由的团队。
- 你热爱进入一个尚未存在的领域，并从零开始打造卓越的事物。
- 你以客户服务为导向，天生具有照顾他人的倾向。
- 你可以在美国自由出行，每年最多25%的时间。
接触客户：
- 你在压力下表现自如，能够应对超高净值客户。
- 你喜欢带领一个团队。
查看英文原文
Copia Wealth Studios is seeking customer-facing leaders to help us build a world-class concierge service for our patrons. Successful candidates will forge new divisions, make inroads with our patrons, and define best practices.
The Principal Concierge is a patron-facing role serving as the primary point of contact for all service-related needs of Copia's clients. The Concierge team will work in a complex, team-oriented, fast-paced environment alongside the Copia team, our patrons, and 3rd party partners.
We have four core values that we believe make the ideal teammate:
- Be Humble.
- Be Humane.
- Be Hungry.
- Be Holistic.
Our first Product is a financial intelligence platform. The platform helps high-net-worth individuals (business owners, family offices, entrepreneurs, and athletes) manage their investments. Our 'Patrons' track everything from art to crypto to real estate and business assets.
The team comprises veterans who have been shipping products for decades; we've been designing and developing native iOS apps since the dawn of the iOS SDK. We've already unlocked early product-market fit, we're fully funded, and we have plenty of runway to match our ambitions.
The position is a "blue sky" space that will shape the future of our patron interactions. Our patrons come from a wide variety of backgrounds, with varying levels of expertise. A successful Concierge candidate will provide strategic oversight while onboarding patrons, ingesting documents, supporting/clarifying functionality, and working closely with other delivery teams.
About You
You are a social butterfly. You love supporting multi-disciplinary teams and harbor deep human empathy. You value autonomy and love being on a team where you contribute directly to the problem at hand. You love challenging assumptions and coming through for customers day in, day out.
Your Knowledge:
- You have a solid grasp of the alternative investment landscape.
- You have a good sense of humor and believe culture matters.
- You love learning and want to be on a team that will challenge you and gives you the freedom to grow.
- You love the idea of stepping into something that doesn't exist and building greatness from the ground up.
- You're customer service-oriented with a natural tendency to take care of people.
- You're free to travel within the United States up to 25% of the time.
Engaging Patrons:
- You're comfortable under pressure, dealing with ultra-wealthy patrons.
- You love leading a team and building inroads across disciplines.
- You cherish delivering value for customers you interact with.
- You demonstrate extraordinary patience and perseverance.
- You know attention to detail and articulate communication is a must.
Your Qualifications:
- Previous experience in a customer-facing role, preferably in financial services, private banking, or financial technology (our patrons are Ultra High Net Worth Individuals and Family Offices).
- A big plus for candidates who hold a CFA, CAIA, or CFP.
- College/University degree or related work experience preferred.
- Working knowledge of G-Suite, HubSpot (or equivalent CRM), Slack, and any other applicable customer communication technology.
Notable Perks:
- We're a distributed workforce with lots of experience working in remote teams. That said, we also know the importance of face-to-face. To that end, we host an annual Defrag onsite and allow employees to travel to the closest "hub" to mingle in between Defrags (within reason, pre-approval required).
- Flexible hours. Most of the team is active during the day, but we don't have set hours. If you need to drop the kids off at school or grab groceries mid-day and would rather clock hours at night, that's cool by us. We recognize work-life balance and understand managing the modern family unit can be messy. We primarily operate in Mountain Time, so we ask that overlap occurs as much as possible for jamming and collaboration.
- Fun matters, which is why we built "The Wheel of Fortuna," a prize wheel everyone gets to spin when we achieve our goals. It's also why we have weekly happy hours and regular "game nights."
- Environment matters. You can work wherever you want. In a post COVID world, we plan to establish some office space where teams can come and go as they please, collaborating face to face as needed. We know environment matters, which is why every new hire gets a $1,000 office upgrade budget in addition to meeting their technology needs.
- Health insurance. We provide competitive coverage for health, dental, vision, and life insurance in both the US and Canada. In the US specifically, we cover 75% of insurance.
- Mental and physical health matters, which is why each employee is entitled to a $400/year stipend for gym/club/fitness-related membership. Also, we will reimburse you for an annual subscription to whatever meditation/mindfulness/wellness app you prefer.
- Learning matters, which is why you can expense any (work-related) book you want. Any course under $250 is usually instant approval.
- Workshop and conferences are handled on a case-by-case basis. However, philosophically we'll do whatever we can to fuel your passion. Historically this means sending people to WWDC, participating in industry events, and joining various workshops. If there's something that you're passionate about that also benefits the team, chances are we're going to approve it.
What are we doing about inclusion and diversity?
We're committed to building a team where the talent can do their best work. As such, we're creating an environment of psychological safety where all teammates can be valued, respected, and heard. We believe that diversity and inclusion enable us to broaden our perspectives and build a more equitable future. We encourage applicants from all creeds, backgrounds, and walks of life to apply.
We're a band of innovators, designers, and technologists looking to simplify wealth and unlock unprecedented access for all investors. We pride ourselves on building idiomatic native experiences. We know design matters, and we know investing in pixel-perfection is worthwhile.
We believe you cannot over-invest in culture. We accept humans are poor substitutes for robots - we also understand humans are not resources.
The Copia Wealth Studios team has created global #1 applications, built Deloitte Fast 500 companies, won National Entrepreneur of the Year awards, launched successful challenger banks, and shipped software for hundreds of complex enterprises.
Originally posted on Himalayas