Client Service Associate (TN, Knoxville)

Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth.  As a Client Service Associate, you will interface with clients and prospective...

Manager of Direct Business & SMA Operations (LA, New Orleans)

Job Summary: We’re seeking a highly organized and detail-oriented Manager of Direct Business & SMA Operations to oversee the operational workflows for direct business (e.g., annuities, mutual funds held directly with fund companies) and separately managed accounts...

Analyst (CT, Stamford)

Job Summary: The Analyst is responsible for providing investment and wealth solutions to clients. You will interface with clients and prospective clients, anticipate their needs, seek resolution to their problems, and follow through to provide exceptional service and...

Compliance Coordinator (Remote, USA)

Job Summary NewEdge Advisors, LLC (“NEA”) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors...

VP Trust & Compliance (TN, Cordova)

Job Summary: The VP Trust and Compliance (“VPTC”) of AmericanTCS Holdings, LLC (“ATCS”), reporting to the President of ATCS, is responsible for ensuring that the ATCS entities comply with internal policies, including each entity’s policies as well as those of ATCS,...