The Software Support Specialist with PensionPro is responsible for understanding how PensionPro Software functions and leveraging that knowledge to service clients by responding to both technical and non-technical problems and inquiries encountered while using...
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: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control. Location: The ideal candidate will be located in our Cordova, TN or Lexington, KY office and...
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to the team. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs,...
Job Summary The Sr 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,...
The Finance Manager position with NewEdge Capital is a newly established role that will have direct exposure to NewEdge’s senior management. The Finance Manager should expect to spend the majority of their time driving forward FP&A objectives and working closely...
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...
Position Overview The Executive Assistant / Receptionist is a key member of the NewEdge Advisors team responsible for supporting senior leadership, maintaining a professional front-office experience, and ensuring the smooth day-to-day administrative operations of our...
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 position will be responsible for completing transactions, such as...
About the Role NECG is a rapidly scaling wealth management firm operating across four business units — NECG, NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Our small Development & Delivery team builds the technology behind that growth, at a pace where...
Job Summary: The Technical Business Analyst, reporting to the Trust & Custody Solutions Manager, will gather and document business and user requirements pertaining to new features for, and enhancements to, American Trust Custody’s web-based financial platform, and...
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 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 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 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...
About the Role NECG is a rapidly scaling wealth management firm operating across four business units — NECG, NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Our small Development & Delivery team builds the technology behind that growth, at a pace where...
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...
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor at NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective...
Job Overview 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. They will report directly to the Manager – Account Administration. The position...
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: NewEdge Advisors is looking for a highly skilled service-minded Advisory Compensation & Commissions Specialist with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base and their clients. As a rapidly growing...
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: 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 Associate, Treasury Management’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: 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...
Position Summary NewEdge Advisors is seeking a highly organized and detail-oriented Portfolio Management Associate to support the Investments & Wealth Solutions Division. This role includes support of portfolio management, investments, platform maintenance, and...
Job Summary: The Microsoft Dynamics 365 Systems Analyst will support the Corporate Services financial technology environment centered on Microsoft Dynamics Finance & Operations (D365 F&O) and the reporting ecosystem built around SQL server and Power BI. This...
Job Summary As part of the Compliance team, the Licensing & Registration Manager serves as the firm-wide subject matter expert for all securities, investment adviser, and insurance (preferred) licensing and registration activities across NewEdge Securities, LLC...
Job Summary: The Product Manager with PensionPro Software is responsible for evaluating client feedback and understanding the technical nature of Software Development to provide direction for our evolving product. This position translates ideas into strategy and...
Job Summary The Senior Product Specialist with PensionPro Software, utilizing ERISApedia’s suite of tools, is an advanced user of our product and is experienced in the TPA industry. The Senior Product Specialist is responsible for conducting demos and ensuring the...
EdgeCo Holdings is seeking a motivated, driven and detail-oriented student to join our HR team as a summer intern in our Pittsburgh, PA office. The HR Intern’s role will be a mix of project work and day to day HR support with the 8 person HR team that provides...
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 FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. The Onboarding Document Specialist is responsible for the drafting,...
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. The Onboarding Document Specialist is responsible for the drafting,...
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: NewEdge Advisors (NEA) is seeking a highly skilled, service-minded Finance Manager with a positive, solutions-oriented approach. This role serves as a financial point of contact for the RIA, working directly with advisors, home office staff, and the...
Job Summary: The Broker-Dealer Operations Specialist will support the managed account onboarding and tracking function within the operations team. The operations team provides back-office support to ultra-high net-worth investment advisors that are associated with...
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...
Program Overview NewEdge Advisors is offering a dynamic Summer 2026 Internship Program designed to provide hands-on experience across key areas of our business. Interns will gain exposure to the financial services industry while contributing to meaningful projects...
Position Summary The Investment Solutions Consultant is a client-facing sales and consulting role responsible for driving platform growth, supporting advisor relationships, and serving as the primary investment reference for affiliated and prospective independent RIA...
Position Overview The Advisor Experience Coordinator is a critical execution role within the NewEdge Advisors Strategy and Communications team — with event coordination and event communications at the core of the work. The majority of this role (approximately 50–60%)...
Job Summary The Sr Plan Document Compliance Specialist is responsible for playing an active role with the New Business/Transition process through review and consultation with all plan types and products. They will assists the document services team as well when...
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 Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and...
Job Summary: The Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and...
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...
Job Summary: The Associate Trader will assist our team of Traders with the daily activities associated with trading Equity, Fixed Income and other various securities. Location: Hybrid to Pittsburgh, PA Duties/Responsibilities: Handle the operational and...
Job Summary: The Operations Associate – Trading serves as the critical interface between the trading desk and the firm’s advisor network. This role protects the trading team’s focus and execution capacity by owning advisor communications, managing...
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 FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. The Onboarding Document Specialist is responsible for the drafting,...
Job Summary: The Financial Systems Analyst supports the Corporate Services financial technology environment centered on Microsoft Dynamics Finance & Operations (D365 F&O) and the reporting ecosystem built around SQL server and Power BI. This position is...
Job Summary American Trust Custody offers best-in-class custody and trust solutions to financial advisors, institutions, asset managers, and benefits adminstistrators across the United States. As a member of the company’s Individual Retirement Account...
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...
Job Summary: The Product Manager with PensionPro Software is responsible for evaluating client feedback and understanding the technical nature of Software Development to provide direction for our evolving product. This position translates ideas into strategy and...
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 Private Placement Life Insurance Analyst at NewEdge is responsible for analyzing and evaluating insurance policies, programs, and data and providing recommendations to advisors and management. This role bridges complex data and business application...
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: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to the team. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs,...
Job Summary: As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be...
Job Summary: The Private Placement Life Insurance Analyst at NewEdge is responsible for analyzing and evaluating insurance policies, programs, and data and providing recommendations to advisors and management. This role bridges complex data and business application...
Job Summary Responsible for playing an active role with the New Business/Transition process through review and consultation with all plan types and products. Assists document services team when needed. Responsibilities Review plan documents for new clients to...
Job Summary: NewEdge Advisors (NEA) is seeking a highly skilled, service-minded Financial Business Partner with a positive, solutions-oriented approach. This role serves as a financial point of contact for the RIA, working directly with advisors, home office staff,...
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: The Vendor Administrator supports the Vendor Management Office by coordinating and monitoring all aspects of the vendor lifecycle from onboarding through ongoing oversight and termination. This role resides within Audit and Risk and ensures timely...
Job Summary: A skilled professional with 5+ years of experience in wealth management operations, preferably with familiarity with a variety of custodians. This individual must be a strategic thinker, problem solver, and a team player. The NEW Custodial Operations...
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: This role encompasses leading sourcing, evaluation and analysis of prospective fund investments, direct deals and co-investments for our Family Office Alternative Investment Platform. This includes sourcing deals and funds across asset classes including...
Job Summary The Sr 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 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 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: Lexington, KY Duties/Responsibilities: Serve as...
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: New York, NY We are interested in qualified...
Job Summary The Sr 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 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. Operations Analyst – Managed Accounts will support the managed account onboarding and tracking function within the operations team. The operations team provides back-office support to ultra-high net-worth investment advisors that are associated...
Job Overview We are seeking a technically skilled Agile Project Manager to lead software development teams in delivering high-quality, scalable solutions using Agile methodologies. This role requires a deep understanding of software development lifecycles, Agile...
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...
Position Overview The Associate of Concierge & Lifestyle Services is responsible for working with the NewEdge Family Office leadership to develop a best-in-class concierge platform for ultra-high-net-worth families. Rather than directly executing travel, event,...
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: The Insurance Supervisor is responsible for the day-to-day supervision and oversight of insurance business conducted through NewEdge Securities or an IMO. This includes Private Placement Life Insurance (PPLI), variable and fixed life and annuity products,...
Job Summary: The Insurance Supervisor is responsible for the day-to-day supervision and oversight of insurance business conducted through NewEdge Securities or an IMO. This includes Private Placement Life Insurance (PPLI), variable and fixed life and annuity products,...
Job Summary: NewEdge Securities, the registered broker-dealer arm of the rapidly growing wealth management firm, New Edge Capital Group, is looking for a highly skilled leader with a positive attitude who excels at problem-solving and meeting the needs of our advisor...
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Analyst, you will interface with clients and prospective...
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 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: 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 Portfolio Strategist 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 by working with the...
Job Summary: Growing, dynamic, entrepreneurial broker dealer seeking an experienced, self-motivated, outgoing Compliance Supervisor who enjoys working in a team environment while executing responsibilities independently. In particular, we are looking for someone who...
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: 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...
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: This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams,...
Job Summary: This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams,...
Job Summary: This role encompasses leading sourcing, evaluation and analysis of prospective fund investments, direct deals and co-investments for our Family Office Alternative Investment Platform. This includes sourcing deals and funds across asset classes including...
Job Summary: The Life Insurance Product Specialist role will support fixed and variable life insurance policy structuring, implementing, and servicing across our insurance platform within our RIA and affiliated broker-dealer. You will partner directly with advisors...
Job Summary: The Associate Systems Engineer is an integral part of our IT team in ensuring that the company’s technology infrastructure runs smoothly and efficiently. The Associate Systems Engineer is responsible for several tasks related to working on and maintaining...
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 position of Executive Assistant is a dynamic role with a diverse number of assigned daily tasks. The primary responsibility of this position is to provide administrative support to a senior executive based in the Stamford, CT office. Additional duties...
Job Summary: The Payroll Specialist will take direction from the Payroll, Benefits?& HRIS Manager?in carrying out key responsibilities in the completion of payroll processing, ensuring that bi-weekly payroll, quarterly and annual bonus program pay, and commission...
Job Summary: The Payroll Specialist will take direction from the Payroll, Benefits?& HRIS Manager?in carrying out key responsibilities in the completion of payroll processing, ensuring that bi-weekly payroll, quarterly and annual bonus program pay, and commission...
Recent Comments