Client Administration Specialist (PA, Pittsburgh)

Job Summary: The Client Administrative Specialist (CAS) participates in and supports the integrated delivery of a broad range of investment, personal trust, and financial planning services to a challenging and sensitive portfolio of affluent and mass affluent clients....

Data Analyst – Reporting (PA, Pittsburgh)

Description The Data Analyst role supports the firm’s reporting infrastructure by performing data management functions related to account set-up, data input, general administration and reconciliation of the firm’s portfolio reporting software system (Orion). This role...

Private Placement Life Insurance Specialist (CT, Stamford)

Job Summary: The PPLI Specialist will be responsible for structuring, implementing, and managing Private Placement Life Insurance (PPLI) portfolios for clients of NewEdge Wealth This role requires deep technical knowledge of PPLI structures, strong communication...

Custodial Operations Manager (CT, Stamford)

Job Summary: A skilled professional with 5+ years of experience in wealth management operations, preferably with familiarity with a variety of custodians. This individual must be a strategic thinker, problem solver, and a team player. The NEW Custodial Operations...