Sr. Relationship Manager (IA, Dubuque)

Job Summary: The Senior Relationship Manager is accountable for delivering proactive, consultative client service and strategic account management for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction and...

Client Service Manager (Remote, USA)

Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...

Transition Project Manager (CT, Stamford)

Job Summary: Inthis role you would be the point of contact for all transitions to the Broker Dealer and RIA platform for NewEdge Wealth.   Responsibilities: Project Management: The NewEdge Wealth Transition Project Manager will develop and execute projects that...

New Account Opening / Repapering Analyst (PA, Pittsburgh)

Job Summary: The New Account Opening/Repapering Analyst is the paperwork and account opening specialist for NewEdge Securities, the Broker Dealer affiliate of NewEdge Capital. This includes accounts held at National Financial Services (NFS) as well as accounts held...