Onboarding Document Specialist, Retirement Services (TN, Cordova)

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. The Onboarding Document Specialist is responsible for the drafting,...

Compliance Coordinator (TN, Cordova)

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. We are seeking a highly motivated and detail-oriented Compliance...

Finance Manager (LA, New Orleans)

Job Summary: NewEdge Advisors (NEA) is seeking a highly skilled, service-minded Finance Manager 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, and the...

Broker-Dealer Operations Specialist (PA, Pittsburgh)

Job Summary: The Broker-Dealer Operations Specialist will support the managed account onboarding and tracking function within the operations team. The operations team provides back-office support to ultra-high net-worth investment advisors that are associated with...

Compliance Associate (CT, Stamford)

Job Summary: NewEdge Wealth, a division of NewEdge Capital Group, LLC, is seeking a highly motivated and experienced Associate, Compliance to join its growing team. This individual will play a critical role in supporting and overseeing day-to-day compliance activities...