Paralegal (NY, New York City)

Job Summary: As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be...

Analyst, PPLI (CT, Stamford)

Job Summary: The Private Placement Life Insurance Analyst at NewEdge is responsible for analyzing and evaluating insurance policies, programs, and data and providing recommendations to advisors and management. This role bridges complex data and business application...

Sr. Plan Document Compliance Specialist (KY, Lexington)

Job Summary ­­Responsible for playing an active role with the New Business/Transition process through review and consultation with all plan types and products. Assists document services team when needed.   Responsibilities Review plan documents for new clients to...

Financial Business Partner (LA, New Orleans)

Job Summary: NewEdge Advisors (NEA) is seeking a highly skilled, service-minded Financial Business Partner 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,...

Transition Manager (Remote, USA)

Job Summary: The point of contact for all transitions to the RIA platform and Custodian(s) for NewEdge Advisors. The Transition Manager would be a key service member in onboarding teams. The Transition Manager will interface with prospective clients, existing clients...