Moda Operandi is seeking a Private Concierge to join our Client Development team. Reporting to the Senior Director of Client Development, this role sits at the center of Moda Operandi’s client engagement strategy. With the Concierge team focused on new inbound client traffic, this role is responsible for developing and nurturing new customers before thoughtfully transitioning them into Private Client Advisor (PCA) books. The Concierge acts as the first high-touch point of contact, delivering a personalized experience while laying the foundation for long-term client value. The concierge program has played a critical role in strengthening Moda Operandi’s client ecosystem. By focusing on intentional client development and improved customer profiling, the Concierge team is a key driver of growth; balancing relationship-building, revenue performance, and seamless collaboration with PCA and cross functional teams.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed