Careers

Below are the currently available positions across EdgeCo Holdings companies

  • Client Service Manager (CO, Centennial)
    on May 16, 2022 at 12:00 am

    LT Trust, a division of American Trust, provides 401(k) plans and servicing for growing businesses. As a Client Service Manager, you will be the expert on retirement plan administration for our clients. These are generally clients who have zero to $5 million in plan assets. You will work with these clients on a diverse range of needs – as simple as helping them submit retirement plan contributions, to complex tasks like understanding the regulatory environment around retirement plans. In the […]

  • Trust Operations Administrator (KY, Lexington)
    on May 16, 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 Summary: The Trust Operations […]

  • Fiduciary Investment Advisor (KY, Lexington)
    on May 16, 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. Position Summary The Fiduciary Investment […]

  • Plan Administration Specialist (TBD, TBD)
    on May 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 Summary: This position is responsible […]

  • Systems Admin Specialist (TBD, TBD)
    on May 9, 2022 at 12:00 am

    Location: Lexington, Dubuque, Memphis or Remote 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 […]

  • Participant Services Specialist (KY, Lexington)
    on May 9, 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: We are […]

  • Participant Services Specialist (TBD, TBD)
    on May 9, 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: We are […]

  • Plan Maintenance Specialist (TBD, TBD)
    on May 4, 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 Summary: The Plan Maintenance […]

  • Executive Assistant (Louisiana, 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 […]

  • Software Engineer (PA, Pittsburgh)
    on May 4, 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. We are currently looking for a skilled […]

  • Systems Admin Specialist (KY, Lexington)
    on April 28, 2022 at 12:00 am

    Location: Lexington, Dubuque, Memphis or Remote Summary: ­­The Systems Admin Specialist works closely with the Senior Operations Project Manager to ensure tasks associated with systems and software of Retirement Planning are performed in a timely and accurate manner. Position involves the ability to perform the following: Maintains and monitors critical jobs/tasks running in Relius Administration system. Performs daily maintenance of Retirement Planning databases including […]

  • Compliance Officer (PA, Pittsburgh )
    on April 28, 2022 at 12:00 am

    The Compliance Officer is an experienced, motivated and talented Compliance Officer with broad knowledge of securities and advisory regulation. In particular, we are looking for someone who will report directly to the Chief Compliance Officer (CCO) and play a senior role in the firm’s compliance department.  

  • Sr. Relationship Manager-Retirement Services (TBD, TBD)
    on April 27, 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 […]

  • Integration Specialist (TBD, TBD)
    on April 25, 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. Position: Integration […]

  • Sr. Business Analyst (TBD, TBD)
    on April 21, 2022 at 12:00 am

    Location: Remote 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 Senior Business […]

  • Risk & Compliance Specialist (TN, Cordova)
    on April 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 […]

  • QA Automation Engineer (PA, Pittsburgh)
    on April 13, 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 QA Automation Engineer, reporting to the […]

  • Client Administrative Specialist-Wealth Management (KY, Lexington)
    on April 13, 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 Summary: The Client Administrative […]

  • Trade Operations Representative (Pa, Pittsburgh)
    on April 13, 2022 at 12:00 am

    Job Location: Pittsburgh, Pa or Remote 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 […]

  • Paralegal (PA, Pittsburgh)
    on April 2, 2022 at 12:00 am

    EdgeCo 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 Location: Pittsburgh, PA Job Summary: […]

  • Project Manager (PA, Pittsburgh)
    on March 31, 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 […]

  • Sr. Quality Assurance Analyst (PA, Pittsburgh)
    on March 28, 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 Senior Quality Assurance Analyst, […]

  • Reporting Analyst (PA, Pittsburgh )
    on March 28, 2022 at 12:00 am

    Job Location: Pittsburgh, PA or Remote 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. […]

  • 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 […]

  • Reconciliation Specialist (Pa, Pittsburgh)
    on March 21, 2022 at 12:00 am

    Location: PA Job Summary: The Reconciliation Specialist performs routine high volume, time sensitive reconciliations requiring research and problem-solving skills. The Reconciliation Specialist monitors and resolves exception using various resources to ensure both cash and investments are reconciled timely. They are responsible for producing client statements on a monthly, quarterly and annual basis. Duties/Responsibilities: • Reconcile investments positions to the investment […]

  • Relationship Manager (Louisiana, New Orleans)
    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 […]

  • Sr. Software Engineer (PA, Pittsburgh)
    on March 4, 2022 at 12:00 am

    Our company is currently looking to hire a skilled Software Engineer to join our team to help with the development and support of our market differentiating software solutions for our Wealth Management advisors in assisting their clients. We are looking for an individual who can create diligent solutions from scratch, with the forethought to define the standard approach moving forward. This is a dynamic position that will require a diverse set of skills to work with our Next Generation […]

  • Operations Specialist (PA, Pittsburgh )
    on February 25, 2022 at 12:00 am

    Job Location: Pittsburgh, PA Job Summary: The Operations Specialist is a member of the Wealth Management Services Group and supports financial advisors and asset managers on our broker, advisory and trust platforms Duties/Responsibilities: May assist in training newly hired associates Perform back-office functions such as data entry on both the brokerage and trust platforms Review and establish new accounts in accordance with policies and procedures Provide timely and […]

  • Recruiting Specialist (PA, Pittsburgh)
    on February 20, 2022 at 12:00 am

    Location: Pittsburgh, PA, KY,  or Remote Job Summary: The Recruiting Specialist will play a crucial role in supporting the HR team in shaping an efficient process to enhance the company’s recruitment efforts. This will be done through researching, developing, and implementing effective recruiting and staffing strategies to attract, and source a diverse pool of qualified and capable talent for roles across the EdgeCo Holdings organization. Duties/Responsibilities: Collaborate […]

  • Client Services & Operations Associate (Louisiana, 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. […]

  • Client Service Associate (FL, Miami)
    on February 3, 2022 at 12:00 am

    Job Location: Miami, FL Job Summary: The Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Needs to become familiar with firm policy, procedures and technology. Will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. Administrative duties support Financial Advisors in their […]

  • 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. […]

  • Staff Accountant-Custody Asset Movement & Control (PA, Pittsburgh)
    on January 24, 2022 at 12:00 am

    Job  Location: PA, Remote Job Summary: The Custody Asset Movement & Control Staff Accountant will be a valued member of a team committed to servicing our retail and institutional clients by going above and beyond in meeting their expectations. We are looking for an organized, efficient Staff Accountant with an eye for detail and high level of accuracy. Staff Accountants can expect to handle communications with clients and internal staff. Daily tasks may include assisting with […]

  • Client Service Associate (CT, Stamford)
    on January 20, 2022 at 12:00 am

    Location: Stamford, CT Job Summary Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Needs to become familiar with firm policy, procedures and technology. Will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. Administrative duties support Financial Advisors in their […]