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...
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,...
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...
Job Summary: The Vendor Administrator supports the Vendor Management Office by coordinating and monitoring all aspects of the vendor lifecycle from onboarding through ongoing oversight and termination. This role resides within Audit and Risk and ensures timely...
Job Summary: A skilled professional with 5+ years of experience in wealth management operations, preferably with familiarity with a variety of custodians. This individual must be a strategic thinker, problem solver, and a team player. The NEW Custodial Operations...
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