Job Summary: In this 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...
Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint STAMFORD, Conn., APRIL 16, 2025 — Wealth management industry veterans Paul Izlar and Brendan Keelan, CFA®, have joined NewEdge...
AmericanTCS joined forces with NewEdge Capital Group to host our National Partner Conference in Scottsdale, AZ. Thank you to all our attendees, speakers, sponsors and team members who helped make the conference a success! The post National Partner Conference 2025...
Job Summary The Client Service Specialist 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,...
Job Summary American Trust Custody is looking for an experienced Application Support Analyst to join the Trust & Custody Tech Ops team. The Application Support Analyst is part of the Tech Ops, Application Development team, and will be responsible for technical...
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