Careers

Below are the currently available positions across EdgeCo Holdings companies

  • Service Desk Specialist (KY, Lexington)
    on August 19, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary: The […]

  • Staff Accountant (CO, Centennial)
    on August 18, 2022 at 12:00 am

    Company Introduction:  EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary: […]

  • Sr. Software Engineer (PA, Pittsburgh)
    on August 10, 2022 at 12:00 am

    Company Introduction EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary […]

  • Senior Trader – NewEdge Advisors (Remote, USA)
    on August 9, 2022 at 12:00 am

    Job Location: New Orleans, LA or Remote Job Summary: NewEdge Advisors 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 more time and resources to focus on their clients and practices. We do this by striving to make our advisors’ challenges our own. Supporting our advisors is our only success.   We provide […]

  • Reconciliation Specialist (PA, Pittsburgh)
    on August 9, 2022 at 12:00 am

    Location: Pittsburgh, PA EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.The Reconciliation […]

  • Transition Specialist (Remote, USA)
    on August 3, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. Job Summary: The […]

  • Participant Experience Specialist (Remote, USA)
    on August 3, 2022 at 12:00 am

    Company Overview: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Softwar Job Summary: We are […]

  • Client Administrative Specialist-Wealth Management (KY, Lexington)
    on August 3, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary: The […]

  • Retirement Plan Manager (Remote, USA)
    on July 25, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. Job Summary: As a […]

  • Distribution Specialist (IA, Dubuque)
    on July 22, 2022 at 12:00 am

    Company Introduction: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. Job Summary: […]

  • Fund Accountant (PA, Pittsburgh)
    on July 22, 2022 at 12:00 am

    Company Overview: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary: […]

  • Operations Specialist (PA, Pittsburgh )
    on July 21, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary: The […]

  • Accounting Manager (PA, Harrisburg)
    on July 21, 2022 at 12:00 am

    Company Overview EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary The […]

  • Transition Representative – NewEdge Wealth (PA, Pittsburgh)
    on July 21, 2022 at 12:00 am

    Company Introduction EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Wealth and PensionPro Software.   Job Summary This […]

  • Operations Project Manager (Remote, USA)
    on July 20, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. Job Summary: The […]

  • Client Service Manager (Remote, USA)
    on July 20, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. Job Summary: The Client […]

  • Trade Operations Representative (PA, Pittsburgh)
    on July 19, 2022 at 12:00 am

    Company Introduction: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary:  […]

  • Accountant II (PA, Pittsburgh)
    on July 18, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary: The […]

  • Solutions Architect (Remote, USA)
    on July 15, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary: The […]

  • Risk & Compliance Specialist (TN, Cordova)
    on July 14, 2022 at 12:00 am

    EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. The Risk & Compliance Specialist with […]

  • Software Engineer (Remote, USA)
    on June 30, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary: The […]

  • Software Engineer (PA, Harrisburg)
    on June 28, 2022 at 12:00 am

    Company Intro EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   About Us PensionPro […]

  • Retirement Education Consultant (Remote, USA)
    on June 27, 2022 at 12:00 am

    Company Introduction: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. Job Summary: The […]

  • Client Service Associate (CT, Stamford)
    on June 27, 2022 at 12:00 am

    Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.   Job Summary: […]

  • Compliance Officer, Transitions (LA, New Orleans)
    on June 16, 2022 at 12:00 am

    Job Location:  Remote Company Overview: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. […]

  • Compliance Officer, Branch Consultation and Exams (LA, New Orleans)
    on June 16, 2022 at 12:00 am

    Job Locatiion: Remote Company Overview:  EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. […]

  • Defined Benefit Relationship Manager (KY, Lexington)
    on June 9, 2022 at 12:00 am

    EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. Job Responsibilities: Ensure client […]

  • Treasury Management Representative (PA, Pittsburgh)
    on June 8, 2022 at 12:00 am

    Job Location: Pittsburgh, PA EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. The Custody […]

  • Billing & Compensation Specialist (LA, New Orleans)
    on June 3, 2022 at 12:00 am

    Job Location: Open to Remote, New Orleans or Baton Rouge, LA preferred Job Summary: NewEdge Advisors 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 more time and resources to focus on their clients and practices. We do this by striving to make our advisors’ challenges our own. Supporting our advisors is our […]

  • Transition Manager (Remote, USA)
    on May 24, 2022 at 12:00 am

    Job Summary: The Transition Manager plays a key role in the company in Transitions, Compliance and Operational support, as outlined below. Transitions Primary point of contact for all transitions to the RIA platform. Coordinate meetings, calls, paperwork and tasks related to transitions between new teams and various departments at Goss Advisors. Duties can include but are not limited to; providing pre- and post-transition administrative support, including onsite support, onboarding […]

  • Project Manager (Remote, USA)
    on May 23, 2022 at 12:00 am

    EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software. The Project Manager, reporting to the […]

  • Treasury Management Representative (PA, Pittsburgh)
    on May 23, 2022 at 12:00 am

    Job Location:  Pittsburgh, PA Job Summary: The Treasury Management Representative’s responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to information requests by clients, bank contacts, management, and for audit purposes. The Treasury Management Representative facilitates the efficient operations of the Custody Asset Management and Control department and serves as the […]

  • Executive Assistant (LA, New Orleans)
    on May 4, 2022 at 12:00 am

    Job Location: New Orleans, LA Job Summary: NewEdge Advisors 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 more time and resources to focus on their clients and practices. We do this by striving to make our advisors’ challenges our own. Supporting our advisors is our only success.   We provide […]

  • Treasury Management Representative (PA, Pittsburgh)
    on March 21, 2022 at 12:00 am

    Job Location: Pittsburgh, PA Job Summary: The Treasury Management Representative’s responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to information requests by clients, bank contacts, management, and for audit purposes. The Treasury Management Representative facilitates the efficient operations of the Custody Asset Management and Control department and serves as the […]

  • Treasury Management Representative (PA, Pittsburgh)
    on March 21, 2022 at 12:00 am

    Job Location: Pittsburgh, PA Job Summary: The Treasury Management Representative’s responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to information requests by clients, bank contacts, management, and for audit purposes. The Treasury Management Representative facilitates the efficient operations of the Custody Asset Management and Control department and serves as the […]

  • Relationship Manager (Remote, USA)
    on March 17, 2022 at 12:00 am

    Location:  Remote About NewEdge Advisors: NewEdge Advisors is a rapidly growing multi-custody (LPL, Fidelity, Schwab, Raymond James) partnership RIA built by advisors for advisors to give elite independent advisory practices a better way to serve clients. The NewEdge platform provides advisors with access to various capabilities and resources, including an ultra-flexible investment platform, technology, custom design & marketing, back-office support, HR, and more. For more […]

  • Client Services & Operations Associate (LA, New Orleans)
    on February 3, 2022 at 12:00 am

    Job Location: New Orleans, Baton Rouge, LA or Remote Job Overview: NewEdge Advisors 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 more time and resources to focus on their clients and practices. We do this by striving to make our advisors’ challenges our own. Supporting our advisors is our only success. […]

  • Wealth Strategist (CT, Stamford)
    on January 31, 2022 at 12:00 am

    Job Locations: All Company Locations to include Pittsburgh, PA, Stamford, CT, New Orleans, LA, Miami, FL, or Remote Job Summary: The NewEdge Wealth Strategist plays a key role in the over-all success and business development of the business. This individual will serve as one of our primary wealth planning experts and resource for all NewEdge Wealth teams, ultra-high net worth prospects and client relationships by proactively addressing clients’ needs and anticipate potential issues. […]