Technical Business Analyst (PA, Pittsburgh)

Job Summary: The Technical Business Analyst, reporting to the Trust & Custody Solutions Manager, will gather and document business and user requirements pertaining to new features for, and enhancements to, American Trust Custody’s web-based financial platform, and...

Client Service Manager, Retirement Services (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 Manager (Remote, USA)

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...

Client Service Manager, Retirement Services (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...