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 position will be responsible for completing transactions, such as...
About the Role NECG is a rapidly scaling wealth management firm operating across four business units — NECG, NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Our small Development & Delivery team builds the technology behind that growth, at a pace where...
Job Summary: The Technical Business Analyst, reporting to the Trust & Custody Solutions Manager, will gather and document business and user requirements pertaining to new features for, and enhancements to, American Trust Custody’s web-based financial platform, and...
Alex Watts Joins NewEdge from Merrill Lynch Private Wealth STAMFORD, CONN., MAY 27, 2026 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional...
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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