Job Description

Description

CORVIDA is reimagining how affluent families manage their finances. We're building the modern alternative to a family office by delivering sophisticated financial management to HNW families through a combination of white-glove service and AI-driven efficiency.

Backed by Fieldcrest Ventures, we are preparing to launch with 100 founding families in January 2026. This is your chance to join our founding team and help define an entirely new category of financial service.

As Director of Customer Success at CORVIDA, you'll be the curator of exceptional experiences for America's most successful families. This isn't a traditional customer success leadership role – it's an opportunity to design and deliver the "11-star experience" that transforms how affluent families think about their financial lives, ensuring every interaction feels bespoke while scaling elegantly through intelligent systems.

You'll define what luxury means in financial services, creating experiences that rival private banking and five-star hospitality. You'll design the end-to-end client journey from first impression through lifetime advocacy, architect the perfect blend of high-touch human moments and invisible AI efficiency, and build service standards that make traditional family offices feel outdated. Leading a team of Customer Success Managers who embody luxury service while managing 25+ clients each, you'll create scalable systems that deliver Ritz-Carlton consistency with Silicon Valley efficiency.

You'll prove that Hermès-level service can scale through intelligent design and technology without losing its soul, establishing the experiential benchmarks for an entirely new category of financial services.

Requirements

• 7-10 years leading client experience in luxury environments (private banking, five-star hospitality, luxury retail, or ultra-premium consumer brands)
• Proven track record designing and scaling "white-glove" experiences for affluent clientele
• Deep understanding of what drives loyalty among high net worth individuals
• Experience managing teams delivering personalized service at scale
• Track record of maintaining premium quality while achieving operational efficiency

We're looking for a luxury experience leader who's obsessive about experiential details and notices things others miss. You're a systems thinker who can codify intuitive service excellence into repeatable processes. You embrace technology as enabling more humanity, not replacing it, and you're data-driven about measuring sentiment, satisfaction, and moments of delight. You understand that true luxury is invisible effort creating effortless experiences, and you believe premium service means anticipating needs, not just responding to them. You get excited about democratizing luxury through intelligent design.

This role isn't for someone who thinks luxury means complicated or inefficient, sees scale and personalization as incompatible, needs large teams to deliver quality, or confuses expensive with exceptional.

Benefits

• $250,000 OTE (base + performance compensation)
• Comprehensive health, vision, and dental coverage
• Opportunity to define luxury service standards for a new generation
• Direct collaboration with serial entrepreneurs and industry innovators
• Flexible PTO with focus on results over hours

CORVIDA isn't just hiring employees – we're assembling builders who will own and shape the future of financial services. If you're ready to design the luxury experience that redefines what affluent families expect from financial services, we'd love to talk.

Learn more at

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