Compliance Coordinator (TN, Cordova)

Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement defining a retirement plan standard of excellence. We are seeking a highly motivated and detail-oriented Compliance...

Onboarding Document Specialist, Retirement Services (TN, Cordova)

Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. The Onboarding Document Specialist is responsible for the drafting,...

Onboarding Document Specialist, Retirement Services (KY, Lexington)

Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. The Onboarding Document Specialist is responsible for the drafting,...

Finance Manager (LA, New Orleans)

Job Summary: NewEdge Advisors (NEA) is seeking a highly skilled, service-minded Finance Manager with a positive, solutions-oriented approach. This role serves as a financial point of contact for the RIA, working directly with advisors, home office staff, and the...

Broker-Dealer Operations Specialist (PA, Pittsburgh)

Job Summary: The Broker-Dealer Operations Specialist 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 with...