Job Summary: This position is responsible for working in a team to ensure the transmission, settlement, & reconciliation of daily trading for plans and the creation & maintenance of STP processes. Relius STP & Trading experience is necessary to be...
Job Summary: The Administrative Assistant with EdgeCo Holdings facilitates the efficient operation of the Pittsburgh office by performing a variety of clerical and administrative tasks. Location: Pittsburgh, PA Duties/Responsibilities: Receives mail and ensures it...
Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement defining a retirement plan standard of excellence. We are seeking a highly motivated and detail-oriented Compliance...
Job Summary: The Client Administrative Specialist (CAS) participates in and supports the integrated delivery of a broad range of investment, personal trust, and financial planning services to a challenging and sensitive portfolio of affluent and mass affluent clients....
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...
Job Summary NewEdge Advisors is a rapidly growing, multi-custodian (LPL Financial, Fidelity, Schwab, Raymond James, Goldman Sachs) RIA built by advisors for advisors. We provide elite independent practices with flexible investment solutions, cutting-edge technology,...
Job Summary The Senior Quality Assurance Analyst, reports to the QA Manager (PMO). They will work with the business and development teams to strategize, design and execute functional and performance tests to ensure that new and existing systems’ features and functions...
Position Summary As a Sr. Business Analyst at NewEdge Capital Group, you will lead the strategic analysis and delivery of Salesforce-based solutions and Enterprise Systems that support our financial services operations. You’ll serve as a key liaison between business...
Job Summary: As part of a newly formed team focused on automation, AI, and systems integration, the Systems Integration & AI Solutions Analyst with NewEdge Capital Group will play a key role in transforming how we connect data, systems, and people. This is a...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
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...
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...
Job Summary: EdgeCo Holdings is seeking a talented Video / Graphic Designer to join our creative and collaborative team, driving projects that align with our team’s visions through innovative design solutions. As a Video / Graphic Designer for our Marketing and...
Job Summary: EdgeCo Holdings is seeking a talented Video / Graphic Designer to join our creative and collaborative team, driving projects that align with our team’s visions through innovative design solutions. As a Video / Graphic Designer for our Marketing and...
Job Summary: The Accounting Manager will be a member of the corporate Accounting & Finance team, reporting to the VP of Finance. The Accounting Manager will be responsible for leading daily and monthly closing processes at the parent company level. The successful...
Job Summary: Contribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of contributions and contribution related issues. Contribution Specialist is also responsible for managing timing expectations...
Job Summary: The Sr Business Systems Engineer – Corporate will be a key member of the Corporate Shared Technology Data Engineering team. This individual will serve as a strategic partner and technical expert, responsible for the design, development, enhancement,...
Job Summary: The Institutional Retirement Service Representative facilitates the efficient operations of the of the Institutional Trust Operations department and serves as the day-to-day contact for Third Party Administrators / Record-Keepers ...
Job Summary: Contribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of contributions and contribution related issues. Contribution Specialist is also responsible for managing timing expectations...
Job Summary: Contribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of contributions and contribution related issues. Contribution Specialist is also responsible for managing timing expectations...
Job Summary PensionPro Software is looking for a tech-savvy, enthusiastic individual who is eager to learn and provide exceptional customer service for our clients! The perfect fit for this position will be someone that loves to help people and has a knack for...
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...
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...
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...
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...
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,...
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...
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...
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,...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary As a member of the Custody Asset Management and Control group reporting to the VP, the IRA Specialist will work with our Account Administration team to facilitate termination of inactive defined contribution retirement plans and transition participants...
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...
Job Summary: EdgeCo Holdings Corporation is seeking a dynamic Information Security Director to join our corporate Information Security team. EdgeCo is a rapidly growing financial services firm. For over four decades, EdgeCo® Holdings’ companies (American TCS & New...
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting,...
Job Summary: The Portfolio Strategist is responsible for delivering investment and wealth planning solutions to clients and prospective clients while driving growth and operational efficiency. Serving as the liaison between the advisory team and firm resources, this...
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...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
Job Summary: NewEdge Capital Group is looking for an experienced and motivated Legal Assistant to join its collegial and collaborative legal team. You will play an integral role in supporting NewEdge and its subsidiaries in achieving their business objectives and...
Job Summary: The relationship manager cultivates and enhances long-term relationships for Retirement accounts, ensuring client loyalty, as well as retention of clients and plan assets. Location: The ideal candidate will be located in our Dubuque, IA office and will...
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...
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...
Job Summary: This position is responsible for working in a team to ensure the transmission, settlement, & reconciliation of daily trading for plans and the creation & maintenance of STP processes. Relius STP & Trading experience is necessary to be...
Job Summary: The relationship manager cultivates and enhances long-term relationships for Retirement accounts, ensuring client loyalty, as well as retention of clients and plan assets. Location: Remote candidates will be considered, but candidates located in Iowa are...
Job Summary: NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to a diverse national client base of financial advisors and institutions through its various subsidiary companies....
Job Summary: We are seeking a highly organized and motivated Analyst, Investment Solutions, Structured Products to join our team. This role is critical in supporting the investment activities of the structured note strategies team. The Analyst tasks span across...
Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various...
Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various...
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...
Job Summary: The Quality Assurance (QA) Manager, reporting to the Director Project Management Office (PMO), will lead a team of Quality Assurance Analysts and Engineers, oversee all QA Activities and implement QA standards and methodologies. The QA Manager will ensure...
Job Summary This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and communicate...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: NewEdge Advisors (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 more...
Job Summary At NewEdge Advisors, we’re committed to our clients. We’re searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and best-in-class client service. The ideal candidate shares our...
Job Summary: NewEdge Capital Group is looking for an experienced and motivated Paralegal to join its collegial and collaborative legal team. You will play an integral role in supporting NewEdge and its subsidiaries in achieving their business objectives and ensuring...
Job Summary: NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to a diverse national client base of financial advisors and institutions through its various subsidiary companies....
Job Summary In this compliance role, the individual will support Compliance Officers in the day-to-day responsibilities of reviewing daily, monthly, quarterly, and annual compliance submissions required of advisors and staff. They will also help with email reviews,...
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...
Job Summary: The Quality Assurance (QA) Manager, reporting to the Director Project Management Office (PMO), will lead a team of Quality Assurance Analysts and Engineers, oversee all QA Activities and implement QA standards and methodologies. The QA Manager will ensure...
Job Summary: The Desktop Support Specialist is a hands-on technical role, responsible for working with a team supporting, implementing and maintaining the organization’s IT infrastructure and applications. Location: This is an on-site position in our Cordova, TN...
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...
Job Summary: The Enterprise Sales Director for American Trust works alongside the AmericanTCS Institutional Sales Team and their financial intermediary key account partners to drive new sales of retirement plan services to financial advisors, third party...
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,...
Job Summary: NewEdge Wealth, a division of NewEdge Capital Group, LLC, is seeking a highly motivated and experienced Associate, Compliance to join its growing team. This individual will play a critical role in supporting and overseeing day-to-day compliance activities...
Job Summary: NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to a diverse national client base of financial advisors and institutions through its various subsidiary companies....
Job Summary NewEdge Advisors (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 more...
PensionPro Software is looking for a tech-savvy, enthusiastic individual who is eager to learn and provide exceptional customer service for our clients! The perfect fit for this position will be someone that loves to help people and has a knack for problem-solving or...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
Job Summary The Distribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of distributions. The Distribution Specialist is also responsible for managing timing expectations for all transactions as...
Job Summary As a member of the Custody Asset Management and Control group reporting to the VP, the IRA Service Representative will work with our Account Administration team to facilitate termination of inactive defined contribution retirement plans and transition...
Job Summary: American Trust Custody is seeking a motivated DevOps Engineer who thrives in a rapidly evolving technology environment. Our success hinges on our ability to iterate quickly on products while ensuring their performance and reliability. As a DevOps...
Job Summary Mid Atlantic Capital Group is a financial services organization headquartered in Pittsburgh, Pennsylvania that includes a registered broker-dealer, an SEC registered investment advisor and a non-depository state-chartered trust company. We are looking for...
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...
Job Summary: NewEdge Advisors (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 more...
Job Summary: In this 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...
Job Summary The Client Service Specialist 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,...
Job Summary American Trust Custody is looking for an experienced Application Support Analyst to join the Trust & Custody Tech Ops team. The Application Support Analyst is part of the Tech Ops, Application Development team, and will be responsible for technical...
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...
Job Summary: The Service Desk Specialist role will be expected to quickly learn and support in-house applications as well as applications of our partners. This Service Desk Specialist will provide day to day support for application, hardware, software, and networking...
Job Summary: The Senior Information Security Analyst with EdgeCo Holdings will design, plan, implement, upgrade, and monitor security protocols, policies, processes, procedures and programs for the protection of the organization’s computer networks and information...
Job Summary: The Staff Accountant with AmericanTCS is responsible for depositing checks and maintaining a check log, recording bank activity daily, ad hoc invoicing, accurately collecting and applying accounts receivable, expense and accrual review, preparation...
Job Summary The Institutional Relationship Manager cultivates and enhances long-term relationships with executive leadership teams for Institutional Partners, ensuring partner loyalty, retention, and satisfaction. Responsibilities Develop, enhance, and maintain...
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...
Job Summary: The Desktop Support Specialist is a hands-on technical role, responsible for working with a team supporting, implementing and maintaining the organization’s IT infrastructure and applications. Duties/Responsibilities: Serve as the first point of contact...
Job Summary: The Information Security Engineer with EdgeCo Holdings is responsible for designing, implementing, and monitoring security measures to protect EdgeCo’s organization’s computer networks and systems from cyber-attacks across the parent and all divisional...
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...
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting,...
Job Summary: The Marketing Manager will be responsible for developing and managing campaigns, content, and collateral that support the continued growth and expansion of the business. Equal parts strategy and execution, in this role you will lead the creation of...
Job Summary: PensionPro is seeking an SQL Developer with the drive and potential to grow into a Data Architect/Engineer in the long term. The SQL Developer is responsible for improving and ensuring stability, reliability, and performance to meet the needs of our...
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...
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...
Job Summary This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs, RMDs, and In-service distribution. They will follow a 7 step protocol to make sure the transaction is accurate and to prevent fraud....
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Payroll Specialist will take direction from the Payroll & HRIS Supervisor in carrying out key responsibilities in the completion of payroll processing, ensuring that bi-weekly payroll, quarterly and annual bonus program pay, and commission pay is...
Job Summary: The Senior Database Administrator (Sr. DBA) with EdgeCo Holdings is part of the Network Engineering department, and plays a leading role in defining, developing and documenting the structure and security of production services and databases for our...
Job Summary: The Sr. Treasury Management Representative’s responsibilities include monitoring tax withholding, completing proper payments, and appropriate filings with each state. You will also be assisting the Treasury Management Manager as needed and respond...
Job Summary: The Investment Research Analyst will support the American Trust Retirement and Wealth Management businesses through investment research, reporting and written commentary. The candidate will be a contributor to the trading process and be a key resource...
Job Summary As an Operations Support Specialist, you will be responsible for data entry, analysis, transaction processing, fee-related accounts receivable monitoring, researching and internal/external outreach regarding outstanding fees. Additionally, the role will...
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