Client Administration Specialist (KY, Lexington)

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....

Onboarding Coordinator (Remote, USA)

Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement.  The Onboarding Coordinator will be responsible for setting up new clients in the FxC sytems, establishing client folders,...

Transaction Specialist (Remote, USA)

Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement.  This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs,...

Staff Accountant (PA, Harrisburg)

The Staff Accountant with American Trust 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 closing entries...

Client Service Manager (Remote, USA)

Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...

Retirement Plan Manager (Remote, USA)

Job Summary The Retirement Plan 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,...

Sr Plan Compliance Specialist (Remote, USA)

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 preparing...

Sr Support Analyst (PA, Pittsburgh)

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....

Compliance Analyst (CT, Stamford)

Job Summary We are seeking a knowledgeable and proactive Compliance Analyst with 2-4 years of experience at an investment advisor and specific experience with the Investment Advisers Act. The ideal candidate will assist in implementing and overseeing compliance...

Client Service Associate (FL, Miami)

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...

Accounting Manager (PA, Pittsburgh)

Job Summary: The Accounting Manager with EdgeCo Holdings 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...

Service Experience Associate (Remote, USA)

Job Summary: The Service Experience Associate will be an integral part in assisting advisory teams with every challenge, question, or issue they may encounter. Whether it’s collaborating with New Edge Advisors or managing their various custodial partnerships,...

Fixed Income Trader (PA, Pittsburgh)

Job Summary As a Fixed Income Trader, you will work closely with the entire Trading team to access external liquidity in fixed income markets in order to execute trades for our PMs overseeing both internal and external strategies, and New Edge advisors. Sources of...

Client Service Associate (Tennessee, Franklin)

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...

Sr Retirement Plan Manager (Remote, USA)

Job Summary The Sr Retirement Plan 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,...

Sr Plan Compliance Specialist (Remote, USA)

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 preparing...

Technology Training & Support Specialist (Remote, USA)

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...

Advisor Advocate (Remote, USA)

Job Summary NewEdge Advisors is a rapidly growing multi-custody (LPL Financial, Fidelity, Charles Schwab, Raymond James, & Goldman Sachs) partnership RIA built by advisors for advisors to give elite independent advisory practices a better way to serve clients. The...

M&A Analyst/Associate (PA, Pittsburgh)

Job Summary: The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on...

Sr Billing Specialist (Remote, USA)

Job Summary: NewEdge Capital Group and its subsidiaries provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their...

Participant Experience Specialist (Remote, USA)

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...

Plan Compliance Specialist (Remote, USA)

Job Summary: This position is responsible for performing compliance nondiscrimination testing and Form 5500 reporting for our clients’ defined contribution plans and some communication with the client. This is required to assure that retirement plans remain qualified,...

Retirement Plan Manager (Remote, USA)

Job Summary The Retirement Plan 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,...

Accounting Manager (PA, Pittsburgh)

Job Summary: The Accounting Manager with EdgeCo Holdings 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...

Accounting Manager (PA, Pittsburgh)

Job Summary: The Accounting Manager with AmericanTCS will oversee general accounting operations by recording, reviewing and verifying financial transactions. Responsibilities include overseeing the work produced by staff members, reconciling account balances,...

Accounting Manager (PA, Harrisburg)

Job Summary: The Accounting Manager with AmericanTCS will oversee general accounting operations by recording, reviewing and verifying financial transactions. Responsibilities include overseeing the work produced by staff members, reconciling account balances,...

Plan Maintenance Specialist (Remote, USA)

Job Summary: The Plan Maintenance Specialist is responsible for processing plan-level transactions, to include adjustments, fund share class changes, fund changes, investment model changes, investment default changes, plan mergers and spinoffs, and contact changes....

Software Support Specialist (PA, Harrisburg)

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...

Accounts Payable Specialist (PA, Pittsburgh)

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:...

Sr Billing Specialist (LA, New Orleans)

Job Summary: NewEdge Capital Group and its subsidiaries provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their...

Service Experience Associate (PA, Pittsburgh)

Job Summary: The Service Experience Associate will be an integral part in assisting advisory teams with every challenge, question, or issue they may encounter. Whether it’s collaborating with New Edge Advisors or managing their various custodial partnerships,...

Client Service Manager (Remote, USA)

Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...

Client Service Specialist (Remote, USA)

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,...

Retirement Plan Manager (Remote, USA)

Job Summary The Retirement Plan 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,...

Client Service Manager (CO, Centennial)

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...

Senior Operations Support Specialist (KY, Lexington)

Job Summary: As a Sr. Operations Support Specialist on the fee processing team, you will be responsible for data entry, analysis, transaction processing, fee-related research requests and reconciliation activities for retirement plan accounts. This position also...

Sr Account Administration Associate (LA, New Orleans)

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...

ESOP Administrator (NC, Greensboro)

Job Summary: This position specializes in the compliance of ESOP qualified retirement plans. Primary responsibilities are to assist with plan administration and quality control of recordkeeping and administration.   Duties/Responsibilities: Responsible for the overall...

Client Service Associate (CT, Stamford)

Job Summary: The 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...

Client Service Analyst (CT, Stamford)

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,...

Client Service Analyst (CT, Stamford)

Job Summary: The NewEdge Wealth Client Service Analyst is responsible for enhancing the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT. As a Client Service Analyst, you will interface with clients...

Director Information Security (PA, Pittsburgh)

Job Summary: The Director of Information Security with EdgeCo Holdings, reporting to the company’s Chief Information Officer, is a critical role, responsible for establishing, implementing, monitoring and enforcing a corporate-wide information security management...

Sr. Operations Specialist (PA, Pittsburgh)

Job Summary: The Senior Operations Specialist is a member of the Trust Administration team and supports financial advisors and asset managers on our advisory and trust platforms. The primary focus is on new account setups including individual retirement accounts...

M&A Analyst/Associate (PA, Pittsburgh)

Job Summary: The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on...

Retirement Plan Manager (Remote, USA)

Job Summary The Retirement Plan 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,...

Retirement Plan Manager (Remote, USA)

Job Summary The Retirement Plan 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,...

Balance Forward Recordkeeping Specialist (Remote, USA)

Job Summary: American Trust provides 401(k) plans and servicing for growing businesses. 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...

Financial Systems Analyst (PA, Pittsburgh)

Job Summary: The Financial Systems Analyst will be a member of the corporate Shared Technology Finance team. The Financial Systems Analyst will be responsible for leading technology integration of all financial management and accounting software to ensure efficient...

Site Reliability Engineer (Remote, USA)

Job Summary: American Trust seeks a motivated Site Reliability Engineer (SRE) that thrives in a rapidly evolving technology environment. As part of the SRE Team, you will foster a culture of SRE for horizontal activities and DevOps for products and tools across our...

Desktop Support Specialist (FL, Miami)

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...

Staff Accountant (PA, Pittsburgh)

Job Summary The Staff Accountant will be a member of the corporate Accounting & Finance team, reporting to the Accounts Payable Manager. The Staff Accountant will be responsible for the accounting tasks related to the maintenance and processing of accounts payable...

Senior Associate – Finance (PA, Pittsburgh)

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...

Trust Administrative Assistant (PA, Pittsburgh)

Job Summary: The Trust Administrative Assistant facilitates the efficient operation of the Institutional Retirement Trust Operations department by performing a variety of clerical and administrative tasks   Duties/Responsibilities: Takes phone calls from clients...

Retirement Plan Manager (Remote, USA)

Job Summary The Retirement Plan 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,...

Sr. Software Engineer (PA, Pittsburgh)

Job Summary: The Sr. Software Engineer will be responsible for designing, developing, and integrating business solutions and software for American Trust Custody. This position will be part of an Agile development team, building and working on enterprise-grade software...

Onboarding Coordinator (Remote, USA)

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...

Operations Analyst (Remote, USA)

Job Summary: American Trust Retirement, is currently seeking an Operations Analyst to join the team. As the Operations Analyst, you will leverage your analytical skills to resolve client issues related to the functionality of the systems used in administering their...

Desktop Support Specialist (PA, Pittsburgh)

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. This is a hybrid position in Pittsburgh, PA, working 3 days...

Benefits Analyst (PA, Pittsburgh)

Job Summary: The Benefits Analyst with EdgeCo Holdings (the “Company”) is responsible for managing and optimizing our employee benefit programs. You will work closely with the HR team and benefit brokers to ensure our employees receive top-notch benefits...

Requirements Analyst (PA, Harrisburg)

The Requirements Analyst position with PensionPro Software works as a design team member helping facilitate standards and communications between Subject Matter Experts, Stakeholders and Dev Team Leads. The Requirements Analyst understands the product and documentation...

Director Information Security (PA, Pittsburgh)

Job Summary: The Director of Information Security with EdgeCo Holdings, reporting to the company’s Chief Information Officer, is a critical role, responsible for establishing, implementing, monitoring and enforcing a corporate-wide information security management...

Operations Specialist (KY, Lexington)

Job Summary: The Operations Specialist will have a variety of assigned tasks and will provide support for multiple departments across American Trust. The primary support will be for the Wealth Management department by keying accurate and timely data for client...

Senior Accounts Payable Accountant (PA, Pittsburgh)

Job Summary The Senior Accounts Payable Accountant will be a member of the corporate Accounting & Finance team. The Senior Accounts Payable Accountant will be responsible for administrative and accounting tasks related to the maintenance and processing of accounts...

Compensation Specialist (LA, New Orleans)

Job Summary: NewEdge Advisors is looking for a highly skilled service-minded Compensation Specialist with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base and their clients. As a rapidly growing company, the ideal candidate is...

Client Service Associate (SD, Pierre)

Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and Reinke Gray Wealth Management.  As a Client Service Associate, you will interface with clients and...

Regional Director, Business Development (CO, Denver)

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...

Salesforce Administrator (CO, Centennial)

Job Summary: American Trust is looking for an ambitious, self-driven professional who thrives on autonomy and is eager to master the Salesforce platform. We are looking to add a skilled Salesforce Administrator to our Software Development team. As a pivotal member of...

Sr. Software Engineer (PA, Pittsburgh)

Job Summary: The Sr. Software Engineer will be responsible for designing, developing, and integrating business solutions and software for American Trust Custody. This position will be part of an Agile development team, building and working on enterprise-grade software...

Software Support Specialist (PA, Harrisburg)

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 Software...

ETL Developer (PA, Pittsburgh)

Job Summary: The primary responsibilities of the ETL Developer with EdgeCo Holdings includes the extraction, transformation, and loading of data from multiple source systems into the reporting data warehouse as well as the administration and maintenance of processes...

Client Service Associate (Tennessee, Franklin)

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...

Compliance Manager (KY, Lexington)

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...

Sr. Accountant (PA, Harrisburg)

Job Summary: The Senior Accountant will be part of the AmericanTCS Accounting department and will be responsible for maintaining the books for several entities in accordance with GAAP, including completing all relevant month-end closing procedures, and providing...

Sr. Accountant (PA, Pittsburgh)

Job Summary: The Senior Accountant will be part of the AmericanTCS Accounting department and will be responsible for maintaining the books for several entities in accordance with GAAP, including completing all relevant month-end closing procedures, and providing...

Operations Specialist (KY, Lexington)

Job Summary: The Operations Specialist will have a variety of assigned tasks and will provide support for multiple departments across American Trust. The primary support will be for the Wealth Management department by keying accurate and timely data for client...

Operations Specialist (KY, Lexington)

Job Summary: The Operations Specialist will have a variety of assigned tasks and will provide support for multiple departments across American Trust. The primary support will be for the Wealth Management department by keying accurate and timely data for client...

Senior Accounts Payable Accountant (PA, Pittsburgh)

Job Summary The Senior Accounts Payable Accountant will be a member of the corporate Accounting & Finance team. The Senior Accounts Payable Accountant will be responsible for administrative and accounting tasks related to the maintenance and processing of accounts...

NEIS Trading Operations Specialist (CT, Stamford)

Job Summary We are looking for a skilled professional with experience in model trading, preferrable through the Orion Eclipse tool. This individual must have an exceptional attention to detail and be able to multi-task. The Trading Operations Specialist will report to...

Operations Analyst (KY, Lexington)

Job Summary: American Trust Retirement, is currently seeking an Operations Analyst to join the team. As the Operations Analyst, you will leverage your analytical skills to resolve client issues related to the functionality of the systems used in administering their...

Network Systems Engineer (PA, Pittsburgh)

Job Summary: The Network Systems Engineer with EdgeCo Holdings is responsible for administering and supporting the enterprise systems and network infrastructure, maintaining the functionality, security/patching, and uptime of critical technology systems such as file...

Financial Analyst (LA, New Orleans)

Job Summary: NewEdge Advisors (NEA) is looking for a highly skilled service-minded associate with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base & home office staff. Financial Analyst will report directly to the Managing...

Client Service Associate (FL, Miami)

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...

Sr. Account Data Administrator (LA, New Orleans)

Job Summary: NewEdge Advisors (NEA) is looking for a highly skilled service-minded associate with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base & home office staff. They will report directly to the Senior Manager of...

Financial Services Operations Associate (KY, Lexington)

Job Summary:  As a Financial Operations Associate 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...

Sr. Software Engineer (Remote, USA)

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...

Client Service Associate (CT, Stamford)

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...

Client Service Analyst (CT, Stamford)

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,...

Senior Accounts Payable Specialist (PA, Pittsburgh)

Job Summary The Senior Accounts Payable Specialist will be a member of the corporate Accounting & Finance team. The Senior Accounts Payable Specialist will be responsible for administrative and accounting tasks related to the maintenance and processing of accounts...

Contribution Specialist (KY, Lexington)

Job Summary: Contribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of contributions. Contribution Specialist is also responsible for managing timing expectations for all transactions as well as...

Fund Accountant (PA, Pittsburgh)

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,...

Advisor Marketing Specialist (LA, New Orleans)

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...

Office & Events Coordinator (PA, Harrisburg)

Job Summary: The Office & Events Coordinator with PensionPro Software is first and foremost a cultural force both internally and externally for PensionPro. The ideal candidate for this position is someone who genuinely enjoys engaging with people and improving...

Regional Sales Director (Remote, USA)

Job Summary: The Regional Sales Director drives new sales of retirement plan services to Financial Advisors and their plan sponsor clients.This is accomplished through a consultative sales process with a Financial Advisor to promote the AmericanTCS product offering....

Sr. Accountant (PA, Harrisburg)

Job Summary: The Senior Accountant will be part of the AmericanTCS Accounting department and will be responsible for maintaining the books for several entities in accordance with GAAP, including completing all relevant month-end closing procedures, and providing...

Sr. Accountant (PA, Pittsburgh)

Job Summary: The Senior Accountant will be part of the AmericanTCS Accounting department and will be responsible for maintaining the books for several entities in accordance with GAAP, including completing all relevant month-end closing procedures, and providing...

Senior Supervising Principal (CT, Stamford)

Job Summary: NewEdge Wealth is looking for a Senior 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 closely with Private...

Salesforce Developer (Remote, USA)

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...

Accounts Payable Specialist (PA, Pittsburgh)

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:...