Job Summary: The Operations Supervisor is responsible for leading a team that is assigned specific functions within the Operations Department, which can include processing, working reports, and handling other tasks and duties as assigned. The Operations Supervisor...
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,...
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 M&A Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo?s senior management. The M&A Associate will spend the majority of the time on corporate development initiatives with some...
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs, resolve their...
The Accounts Payable Specialist will be a member of the corporate Accounting & Finance team. The AP Specialist will be responsible for administrative and accounting tasks related to the maintenance and processing of accounts payable transactions. Location:...
Job Summary: The Manager of Accounts Payable with EdgeCo will be a member of the corporate Accounting & Finance team. They will be a key contributor in ensuring payables are processed timely and accurately following procedures and controls. We are looking for...
Job Summary: The Quality Assurance (QA) Manager, reporting to the Director Project Management Office (PMO), will lead a team of Quality Assurance Specialists, oversee all QA Activities and implement QA standards and methodologies. The QA Manager will ensure that new...
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,...
Job Summary: As a Sr. Retirement Plan Manager, you will build strong working relationships with clients and advisors and utilize your experience in the 401(k) industry to ensure plan, and regulatory compliance. Location: Ideal candidate is located in Denver,...
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,...
Job Summary: The M&A Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Associate will spend the majority of the time on corporate development initiatives with some...
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: The Marketing Manager will be responsible for developing and managing campaigns, content, and collateral that support the continued growth and expansion of the AmericanTCS business. Equal parts strategy and execution, in this role you will lead the...
Job Summary: NewEdge Advisors was founded to give successful advisors more time and resources to focus on their clients and practice. One key component to executing this strategy is our differentiated approach to Investments Services. Unlike most RIA firms, who...
Job Summary: NewEdge Advisors was founded to give successful advisors more time and resources to focus on their clients and practice. One key component to executing this strategy is our differentiated approach to Investments Services. Unlike most RIA firms, who...
Job Summary: NewEdge Advisors is looking for an entrepreneurial-minded Regional Director of Business Development with a positive attitude who enjoys networking, sourcing, and recruiting qualified advisors while meeting the needs of our current advisor base. As a...
Job Summary: The Advisor Marketing Specialist will be responsible for working with our in-house marketing and design team to develop and manage distinct brands, content, and collateral to support independent advisor teams. Additionally, this role will serve as a...
Job Summary: The Analyst with NewEdge Wealth will have direct exposure to senior management. In this position, you will spend the majority of your time on financial review and analysis. Location: Ideal candidates will be located in Stamford, CT and will work in a...
Job Summary: NewEdge Capital Group is looking for a dynamic, detail-oriented Salesforce Architect to spearhead our efforts in leveraging Salesforce’s capabilities to enhance our wealth management services. This is a unique opportunity to join our growing...
Job Summary: The Project Manager, reporting to the Director of Project Management Office (PMO), will plan, organize, monitor, and control projects, ensuring projects are completed on time, within budget, and meet project objectives. Manages project tasks and oversees...
Job Summary: The Senior Quality Assurance Analyst, reporting to the QA Manager (PMO), will work with business and development teams to define, design, document and execute functional, regression tests to ensures that new and existing systems and features and...
Job Summary: The M&A Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Associate will spend the majority of the time on corporate development initiatives with some...
We are seeking a seasoned Software Engineer to join our vibrant team at NewEdge Capital Group. This is an excellent opportunity to utilize your expert technical skills and innovation to build ground-breaking software solutions that will redefine how our Wealth...
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: 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,...
Job Summary: The M&A Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Associate will spend the majority of the time on corporate development initiatives with some...
Job Summary: NewEdge Capital Group is looking for a dynamic, detail-oriented Salesforce Architect to spearhead our efforts in leveraging Salesforce’s capabilities to enhance our wealth management services. This is a unique opportunity to join our growing...
Job Summary: The Product Manager is responsible for supporting the product platform roadmap planning by managing assigned projects throughout the full product lifecycle. This includes ensuring the end solution aligns with the product vision, gathering feedback and...
Job Summary: The Product Manager is responsible for supporting the product platform roadmap planning by managing assigned projects throughout the full product lifecycle. This includes ensuring the end solution aligns with the product vision, gathering feedback and...
Job Summary: The position of Executive Assistant is a dynamic role with a diversified number of assigned daily tasks. The primary responsibility of this position is to provide administrative support to our President and three other founding partners. Additional duties...
Job Summary: We are looking to hire a candidate to train our clients on the on-line client experience and train our advisors on the advisor desktop. Client and Advisor Experience Trainer. The candidate would be responsible for assisting clients with their on-line...
Job Summary: The Technical Business Analyst, reporting to the Trust & Custody Software Engineering Manager, will gather and document business and user requirements pertaining to new features for, and enhancements to, Mid Atlantic’s web-based financial platform,...
Job Summary: The Senior Operations Specialist is a member of the Wealth Management Services Group and supports financial advisors and asset managers on our broker and advisory platforms. Supervisory Responsibilities: Assist in training newly hired associates May...
We are seeking a seasoned Software Engineer to join our vibrant team at NewEdge Capital Group. This is an excellent opportunity to utilize your expert technical skills and innovation to build ground-breaking software solutions that will redefine how our Wealth...
Job Summary: The Trade Operations Representative is responsible for ensuring all of our clients daily trade rejects are researched with the mutual fund companies. Another key component to this role is working with clients to ensure any trade questions/issues are...
Job Summary: 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...
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 our primary wealth strategy expert and resource for all NewEdge Wealth teams ultra-high net worth prospects and...
Job Summary: The Custody Asset Management and Control Team handles customer transactions within our custodial platforms, the client facing cashiering and tax reporting. We handle cashiering processing: checks, wires, ACH/EFTs, transfers/journals, and associated...
The Business Analyst with NewEdge Capital Group supports the development of our software solutions for our Wealth Management advisors in assisting their clients. The Business Analyst will work across the entire Wealth division to collaborate with stakeholders and...
Job Summary: The Manager of Client Services is responsible for leading a several supervisors and teams of Client Service Managers. The team’s day to day role is primarily focused on being the client liaison for our operations and service experience, along with...
Job Summary: The Sr. Project Manager, reporting to the Director of the Project Management Office (PMO), will plan, organize, monitor, and control projects, ensuring projects are completed on time, within budget, and meet project objectives. The Sr. Project Manager...
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: The Senior Associate – Finance position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The Senior Associate should expect to split their time between driving forward FP&A objectives and...
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 NewEdge Wealth business. Equal parts strategy and execution, in this role you will lead the...
Job Summary: 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...
Job Summary: As a Financial Services Operations Specialist on our team, you will be responsible for data entry, analysis, transaction processing, research requests and reconciliation activities for retirement plan accounts. This position also provides the right...
Job Summary: The Project Analyst with EdgeCo Holdings will provide support for the Project Management Office and the Enterprise Information Technology division. Primary responsibilities include the administration and maintenance of processes and procedures essential...
Job Summary: As a Financial Operations Specialist on our team, you will be responsible for billing support, data entry, data quality and data analysis. The position also includes responding to research requests as well as assisting with revenue reporting and...
Job Summary: As a Financial Services Operations Specialist on our team, you will be responsible for data entry, analysis, transaction processing, research requests and reconciliation activities for retirement plan accounts. This position also provides the right...
Job Summary: The Project Manager, reporting to the Director of Project Management Office (PMO), will plan, organize, monitor, and control projects, ensuring projects are completed on time, within budget, and meet project objectives. Manages project tasks and oversees...
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: This role is responsible for ensuring that our investment models and collective investment trust funds (CITs) are properly reconciled and valued on a daily basis. This requires some knowledge of mutual fund trading, income processing, portfolio valuation,...
Job Summary: American Trust Custody is looking for a Software Developer with an application support background to join the Trust & Custody Tech Ops team. The Software Developer as a part of the Tech Ops, Application Development team, will be responsible for...
Job Summary: We are seeking a Digital Social Media Manager to join our marketing team! The Digital Social Media Manager will be on point for overseeing all EdgeCo company’s interactions with the public by implementing social media platform strategies and ensuring that...
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 Project Manager, reporting to the Director of Project Management Office (PMO), will plan, organize, monitor, and control projects, ensuring projects are completed on time, within budget, and meet project objectives. Manages project tasks and oversees...
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,...
Job Summary: All retirement plans must satisfy annual coverage, non-discrimination, and disclosure requirements on an annual basis. This position is mainly responsible for supporting employer contributions, coverage testing, nondiscrimination testing, and certain IRS...
Job Summary: As a Retirement Plan Manager, you will build strong working relationships with clients and advisors and utilize your experience in the 401(k) industry to ensure plan, and regulatory compliance. Responsibilities: Build strong relationships with clients...
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 NewEdge Wealth business. Equal parts strategy and execution, in this role you will lead the...
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 NewEdge Advisors business. Equal parts strategy and execution, in this role you will lead the...
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 NewEdge Wealth business. Equal parts strategy and execution, in this role you will lead the...
The Quality Assurance Analyst, reporting to the QA Manager (PMO), will work with business and development teams to define, design, document and execute functional, regression tests to ensures that new and existing systems and features and applications meet quality and...
Job Summary: The position of Executive Assistant is a dynamic role with a diversified number of assigned daily tasks. The primary responsibility of this position is to provide administrative support to our President and three other founding partners. Additional duties...
Job Summary: We are seeking a Graphic Designer to join our creative team! The Graphic Designer will design a wide variety of materials across digital and print mediums. They will be responsible for upholding and maintaining brand standards, as well as supporting...
Job Summary: The Staff Accountant with EdgeCo will be a member of the corporate Accounting & Finance team. Responsibilities include AP, AR, cash posting, and other daily, weekly, and monthly accounting tasks. The Staff Accountant is familiar with standard...
Job Summary: This role is responsible for ensuring that our investment models and collective investment trust funds (CITs) are properly reconciled and valued on a daily basis. This requires some knowledge of mutual fund trading, income processing, portfolio valuation,...
Job Summary: The Commission Analyst with NewEdge Capital Group is part of the company’s accounting/finance department and is responsible for the calculation and payment of commissions to the Company’s Advisors and Registered representatives. The Commission Analyst...
Job Summary: The Senior 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. Supervisory Responsibilities: Assist in training newly hired associates...
Job Summary: The Company is seeking an Associate General Counsel to work with the Chief Legal Officer in handling a wide variety of legal matters related to the Company and its affiliates. The candidate must be highly adaptable, motivated and efficient in a fast-paced...
Job Summary: The Accounting Manager with AmericanTCS is responsible for overseeing general accounting operations by recording, reviewing, and verifying transactions. While the Accounting Manager plays a key role in the month-end close process, reporting, and audits,...
Job Summary: As a Financial Operations Administrator on our team, you will be responsible for data entry, analysis, transaction processing, research requests and reconciliation activities for retirement plan accounts. This position also provides the right candidate...
Job Summary: This position will be responsible in supporting our Plan Sponsor clients with their contribution processing needs. Whether the Plan Sponsor is loading their file directly through our online contribution utility, has outsourced contribution processing to...
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 is looking for a Junior Compliance Officer to provide and assist in the management of NewEdge Wealth’s ’s compliance program. This position will work closely with the firm’s advisory, legal, operations, IT and other support personnel, using...
Job Summary: NewEdge Advisors is looking for a highly skilled service-minded Business Development Internal Regional Director with a positive attitude who enjoys problem solving and meeting the needs of our growing office. The Business Development Internal Regional...
Job Summary: The Sr. Project Coordinator, reporting to the Director of the Project Management Office (PMO), will flex between providing Project Management and Business Analyst responsibilities as project needs are identified to support the Project Management Office...
Job Summary: The Sr. Project Manager, reporting to the Director of Project Management Office (PMO), will be responsible for working on medium to large scale complex projects or special projects related to acquisition integrations. Through working as a part of the PMO,...
Job Summary: As a Retirement Plan Manager, you will build strong working relationships with clients and advisors and utilize your experience in the 401(k) industry to ensure plan, and regulatory compliance. Responsibilities: Build strong relationships with clients...
Job Summary: As a Product Specialist with PensionPro Software, you will be the primary person responsible for facilitating successful sales from a technical perspective. Your subject matter expertise will be relied upon by multiple parties from the sales teams to help...
Job Summary: 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...
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: 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 position will report to the office in...
Job Summary: As a Marketing Coordinator, every day is different. You will have the opportunity to work across many subject areas including marketing campaigns, sales support, social media, event planning and more. The ideal candidate for this position is a...
Job Summary: The Senior 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. Supervisory Responsibilities: Assist in training newly hired associates...
Job Summary: The Operations Specialist will provide support for multiple departments across AmericanTCS and will have a variety of assigned tasks. The primary support will be for the Wealth Management department by keying accurate and timely data for client reporting...
Job Summary: The Product Manager is responsible for helping to develop the product roadmap by managing assigned prioritized projects throughout the full product lifecycle and generating new ideas to ensure ongoing product competitiveness. This includes ensuring new...
Job Summary: The Associate Regional Director (ARD) is responsible for numerous tasks within the Advisor Sales Team. As the ARD you would be responsible for developing and maintaining relationships with financial advisors and other intermediaries and supporting sales...
Job Summary: NewEdge Wealth is looking for a Junior Supervising Principal to help provide oversight and support for NewEdge Wealth’s growing business including its dedicated OSJ and branch offices. With a hands-on approach, this position will work with Private Wealth...
Job Summary: We are seeking a Graphic Designer to join the EdgeCo Holdings creative team! Reporting to the Creative Director, the Graphic Designer represents EdgeCo’s brand by creating designs with digital ads, package, print materials, presentations, branding, and...
Job Summary: The Software Support Specialist with PensionPro is responsible for understanding how PensionPro Software functions and leveraging that knowledge to service clients by responding to technical problems and inquiries encountered while using PensionPro. The...
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: We are seeking a Design Coordinator to join our creative team! The Design Coordinator will design a wide variety of materials across digital and print mediums. They will be responsible for upholding and maintaining brand standards, as well as supporting...
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: Cultivate and enhance long-term relationships for Retirement accounts, ensuring client loyalty, as well as retention of clients and plan assets. Location: Hiring for this position is located in Dubuque, IA. Full-time remote candidates will also be...
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 role will handle end-user support as described below in Responsibilities. This is primarily a day shift...
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,...
Job Summary: NewEdge Capital Group is looking to add a skilled Salesforce Developer to our Software Development team. The technology solutions provided by the NewEdge Capital development team empowers our business partners by providing technological solutions that...
Job Summary: The Human Resources Administrator with EdgeCo Holdings will be exposed to, and work across all Human Resources disciplines supporting our HR department that includes Human Resource Business Partners, Payroll & HRIS Analyst, Recruiting Specialist, and...
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