Concierge Wealth Management Corp New York, NY

Filrsafekeep; New York (NY); On-site; USD 102,000 - 132,000; Part time

Job summary

Wealth Management Corp in New York, NY seeks a freelance Concierge to own change management, raise the standard, and drive momentum. With 5 years of experience, you’ll step into a freelance role paying $102,000–$132,000 annually where ownership and momentum matter.

Responsibilities include preparing reports, summaries, and leadership-ready presentations; writing the Persuasion runbook for the next hire; keeping the freelance schedule realistic; guarding the customer experience through every Time

Qualifications

• 5 years of experience as a freelance Concierge or in related roles.
• Strong time-management skills and bias toward action.
• Clear critical thinking and independent judgment.
• Develop a point of view on Wealth Management Corp's space.
• Existing New York network or ability to build one quickly.

Responsibilities

• Prepare reports, summaries, and leadership-ready presentations.
• Write the Persuasion runbook for the next hire.
• Keep the freelance schedule realistic and feasible.
• Guard the customer experience through every Time Management change.
• Keep mid-level expectations grounded in what the freelance role can deliver.

Skills

Time management

Bias toward action

Critical thinking

Independent judgment

New York network

Job description

A freelance Concierge role with Wealth Management Corp is open, and the bar is simple: own Change Management, raise the standard, repeat. With 5 years of experience under your belt, you'll step into a freelance position paying $102,000 - $132,000 where ownership and momentum matter.

Key Responsibilities

• Prepare reports, summaries, and presentations for review by leadership
• Write the Persuasion runbook the next hire wishes they had
• Keep the freelance schedule realistic when everyone wants everything yesterday
• Guard the Wealth Management Corp customer experience through every Time Management change
• Keep mid-level expectations grounded in what the freelance role can deliver

What You'll Bring

• Willingness to commute to New York, NY or work flexibly as needed
• Strong time-management skills and a bias toward action
• Critical thinking skills and sound, independent judgment
• A point of view on Wealth Management Corp's space, sharpened by your own reading
• A New York network, or the hustle to build one from scratch

For general teams who've been burned before, Wealth Management Corp is the goal-oriented New York, NY partner that finally keeps its promises. Psychological safety is something we actively build, so disagreeing in good faith is encouraged.

Here is the deal: $102,000 - $132,000, a mentor who answers, benefits that hold up, and a flexible freelance schedule that fits real life.

Your Cross-Functional Collaboration deserves a stage bigger than your current one, and Wealth Management Corp has it.