Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: Inthis role you would be the point of contact for all transitions to the Broker Dealer and RIA platform for NewEdge Wealth. Responsibilities: Project Management: The NewEdge Wealth Transition Project Manager will develop and execute projects that...
Job Summary: The New Account Opening/Repapering Analyst is the paperwork and account opening specialist for NewEdge Securities, the Broker Dealer affiliate of NewEdge Capital. This includes accounts held at National Financial Services (NFS) as well as accounts held...
NewEdge Structured Note Strategies Among First Note SMAs on Envestnet & SMArtX STAMFORD, Conn., JAN. 24, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients,...
Job Summary: The Payroll Specialist will take direction from the Payroll & HRIS Supervisor in carrying out key responsibilities in the completion of payroll processing, ensuring that bi-weekly payroll, quarterly and annual bonus program pay, and commission pay is...
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