Copia Wealth Studios
Principal Concierge
Remote role where the employee must remain based in a particular country.
Canada only
Added today
First listed today.
Salary
Not stated
Location
Canada only
Timezone
US East
Contract
Full-time
Experience
Lead
Category
Customer Support
This employer didn't state pay. Jobs like this usually pay around $160k–$230k a year, a typical range taken from 57 lead-level customer support roles on Nomaders that do state pay. It's a guide, not an offer.
Remote flexibility
Work from home
This is a remote role, but the employee must be based in Canada. It is work from home rather than work from anywhere.
What the employer says
- Source listing states candidate location: "Calgary, AB, Canada, Calgary, AB, ca, Remote"
- Job description states: "US and Canada"
What Nomaders makes of it
- Payroll and tax are likely handled in that country only
The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.
About the role
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.
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.
Requirements
- ·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.
Benefits
- ·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."
- ·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.
- ·Learning matters, which is why you can expense any (work-related) book you want. Any course under $250 is usually instant approval.
How to apply
- 1Check the flexibility label above, work from home, matches where you plan to live and work.
- 2Tailor your CV to the role at Copia Wealth Studios, mentioning your remote working experience and working hours (US East).
- 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.
Found 15h ago. Last checked today. Always confirm the details on the original posting, salary and location can change after publication.
Listing sourced from Company boards.
Similar roles
Other open customer support roles with comparable remote rules.
Free to apply, no account needed.
Typically $160k to $230k per year · You'll be taken to the employer's careers page.