Plan Compliance Specialist (Remote, USA)

Job Summary: This position is responsible for performing compliance nondiscrimination testing and Form 5500 reporting for our clients’ defined contribution plans. This is required to assure that retirement plans remain qualified, and that contributions and benefits...

Associate Transition Manager & Trainer (PA, Pittsburgh)

Position Overview: The Associate Transition Manager at NewEdge Securities is responsible for developing, delivering, and maintaining training programs related to account transitions, operational processes, and the Wealthscape platform. This role serves as a subject...

Analyst, Client Service (FL, Fort Lauderdale)

Job Summary: The NewEdge Wealth Client Service Analyst plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Fort Lauderdale, FL. In this role, you will work...

Compliance Manager, Retirement Services (Remote, USA)

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. This role is part of our committee who meets weekly to discuss various...

Billing Specialist (LA, New Orleans)

Job Summary: NewEdge Capital Group and its subsidiaries provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their...