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:...

Salesforce Architect (Remote, USA)

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...

Treasury Management Representative (PA, Pittsburgh)

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,...

Operations Supervisor (Remote, USA)

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...

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,...

Merger & Acquisition Associate (PA, Pittsburgh)

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...

Client Service Analyst (CA, Manhattan Beach)

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...

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:...

Accounts Payable Manager (PA, Pittsburgh)

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...

QA Manager (PA, Pittsburgh)

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...

Client Service Manager, Retirement Services (NC, Greensboro)

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,...

Sr. Retirement Plan Manager (CO, Centennial)

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,...

Client Service Manager, Retirement Services (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,...

Merger & Acquisition Associate (CT, Stamford)

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...

Administrative Assistant (PA, Pittsburgh)

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...

Marketing Manager (KY, Lexington)

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...

Director of Investments (LA, New Orleans)

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...

Director of Trading (LA, New Orleans)

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...

Regional Director, Business Development (CA, San Diego)

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...

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...

Analyst (CT, Stamford)

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...

Salesforce Architect (Remote, USA)

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...

Project Manager (PA, Pittsburgh)

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...

Sr. Quality Assurance Analyst (PA, Pittsburgh)

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...

Merger & Acquisition Associate (CT, Stamford)

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...

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...

Treasury Management Representative (PA, Pittsburgh)

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,...

Client Service Manager, Retirement Services (TN, Cordova)

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,...

Merger & Acquisition Associate (PA, Pittsburgh)

  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...

Salesforce Architect (PA, Pittsburgh)

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...

Product Manager (PA, Pittsburgh)

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...

Product Manager (KY, Lexington)

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...

Executive Assistant (CT, Stamford)

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...

Client Technology Experience, Onboarding-Trainer (CT, Stamford)

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...

Technical Business Analyst (PA, Pittsburgh)

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,...

Senior Operations Specialist (PA, Pittsburgh)

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...

Sr. Software Engineer (PA, Pittsburgh)

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...

Trade Operations Representative (Remote, USA)

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...

Compliance Officer (PA, Pittsburgh)

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...

Wealth Strategist (FL, Miami)

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...

Treasury Management Manager (PA, Pittsburgh)

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...

Business Analyst (PA, Pittsburgh)

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...

Manager, Client Service Management (Remote, USA)

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...

Sr. Project Manager (PA, Pittsburgh)

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...

Treasury Management Representative (PA, Pittsburgh)

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,...

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...

Marketing Manager (Tennessee, Franklin)

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...

Compliance Officer (Remote, USA)

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...

Financial Services Operations Specialist (KY, Lexington)

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...

IT Project Analyst (PA, Pittsburgh)

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...

Financial Services Operations Specialist (KY, Lexington)

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...

Financial Services Operations Specialist (Remote, USA)

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...

Project Manager (PA, Pittsburgh)

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...