Job Summary: The Sr. Operations Analyst – Managed Accounts will support the managed account onboarding and tracking function within the operations team. The operations team provides back-office support to ultra-high net-worth investment advisors that are associated...
Job Summary This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and communicate...
Job Overview We are seeking a technically skilled Agile Project Manager to lead software development teams in delivering high-quality, scalable solutions using Agile methodologies. This role requires a deep understanding of software development lifecycles, Agile...
Position Overview The Associate of Concierge & Lifestyle Services is responsible for working with the NewEdge Family Office leadership to develop a best-in-class concierge platform for ultra-high-net-worth families. Rather than directly executing travel, event,...
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...
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