Job Summary: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control. Duties/Responsibilities: Ability to perform or quality review nondiscrimination testing and...
Job Summary The Sr Plan Document Compliance Specialist is responsible for playing an active role with the New Business/Transition process through review and consultation with all plan types and products. They will assists the document services team as well when...
Job Summary: The NewEdge Wealth Client Service Associate 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 Miami, Florida. In this role, you will work...
The Finance Manager position with NewEdge Capital is a newly established role that will have direct exposure to NewEdge’s senior management. The Finance Manager should expect to spend the majority of their time driving forward FP&A objectives and working closely...
The Finance Manager position with NewEdge Capital is a newly established role that will have direct exposure to NewEdge’s senior management. The Finance Manager should expect to spend the majority of their time driving forward FP&A objectives and working closely...
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