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 both technical and non-technical problems and inquiries encountered while...
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 M&A...
Job Summary: The Senior Relationship Manager is accountable for delivering proactive, consultative client service and strategic account management for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction and...
Job Summary: The Insurance Analyst at NewEdge Family Office 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 and...
Job Summary: The Insurance Analyst at NewEdge Family Office 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 and...
Job Summary The Distribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of distributions. The Distribution Specialist is also responsible for managing timing expectations for all transactions as...
Job Summary The Distribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of distributions. The Distribution Specialist is also responsible for managing timing expectations for all transactions as...
Description The Investment Performance Reporting Analyst role supports the firm’s reporting infrastructure by performing data management functions related to account set-up, data input, general administration and reconciliation of the firm’s portfolio reporting...
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...
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 team. Additional duties include coordinating meetings,...
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: We are seeking a highly skilled Azure Architect (Software Engineering focus) to join our team at NewEdge Capital Group. This role is ideal for someone who combines strong hands-on engineering abilities with architectural leadership, particularly in...
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: 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....
Description The Data Analyst role supports the firm’s reporting infrastructure by performing data management functions related to account set-up, data input, general administration and reconciliation of the firm’s portfolio reporting software system (Orion). This role...
Job Summary: The PPLI Specialist will be responsible for structuring, implementing, and managing Private Placement Life Insurance (PPLI) portfolios for clients of NewEdge Wealth This role requires deep technical knowledge of PPLI structures, strong communication...
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: The Reporting Experience role supports the firm’s reporting infrastructure by building, managing, and enhancing the reporting processes across the following systems: portfolio reporting management software (Orion), CRM (Salesforce), and relevant custodial...
Job Summary: The Reporting Experience role supports the firm’s reporting infrastructure by building, managing, and enhancing the reporting processes across the following systems: portfolio reporting management software (Orion), CRM (Salesforce), and relevant custodial...
Job Summary The Sr. Accountant will be part of the Accounting & Finance department and will be responsible for maintaining the financials and all related transactions for NewEdge Advisors, LLC in accordance with GAAP, completing all relevant month-end closing...
Job Summary The Operations Manager with ERISApedia is responsible for providing oversight and direction to the ERISApedia business and team members. The successful Operations Manager will understand the ERISApedia product, client base, and industry and will continue...
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: 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: Midtown East – 5 minute walk from Grand...
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and Dakota Partners. As a Client Service Associate, you will interface with clients and prospective...
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 the three senior executives of our New York City-based family office...
Job Summary: The Payroll Specialist will take direction from the Payroll & HRIS Supervisor in carrying out key responsibilities in the completion of payroll processing, ensuring that bi-weekly payroll, quarterly and annual bonus program pay, and commission pay is...
Job Summary: The Payroll Specialist will take direction from the Payroll & HRIS Supervisor in carrying out key responsibilities in the completion of payroll processing, ensuring that bi-weekly payroll, quarterly and annual bonus program pay, and commission pay is...
Job Summary: 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 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...
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: This role encompasses supporting the investment team across multiple areas with a focus on portfolio construction and manager research. Within portfolio construction, the role requires building customized portfolio’s for clients and prospects in...
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 The Product Manager with ERISApedia (part of 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...
Job Summary As a member of the Custody Asset Management and Control group reporting to the VP, the IRA Specialist will work with our Account Administration team to facilitate termination of inactive defined contribution retirement plans and transition participants...
Job Summary: The Institutional Retirement Service Representative facilitates the efficient operations of the of the Institutional Trust Operations department and serves as the day-to-day contact for Third Party Administrators / Record-Keepers ...
Job Summary: 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...
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 Project Portfolio Manager is responsible for managing the various AmericanTCS project portfolios (Trust & Custody, Recordkeeping, Hub+, FidicaryXchange and PensionPro) to optimize investments and ensure alignment with the organization’s strategic...
Job Summary: EdgeCo Holdings is looking for a motivated Paralegal to join its collegial and collaborative legal team. You will play an integral role in supporting EdgeCo and its subsidiaries in achieving their business objectives and ensuring all legal and regulatory...
Job Summary: This position is responsible for working in a team to ensure the transmission, settlement, & reconciliation of daily trading for plans and the creation & maintenance of STP processes. Relius STP & Trading experience is necessary to be...
Job Summary: The Administrative Assistant with EdgeCo Holdings facilitates the efficient operation of the Pittsburgh office by performing a variety of clerical and administrative tasks. Location: Pittsburgh, PA Duties/Responsibilities: Receives mail and ensures it...
Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement defining a retirement plan standard of excellence. We are seeking a highly motivated and detail-oriented Compliance...
Job Summary: The Client Administrative Specialist (CAS) participates in and supports the integrated delivery of a broad range of investment, personal trust, and financial planning services to a challenging and sensitive portfolio of affluent and mass affluent clients....
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary NewEdge Advisors is a rapidly growing, multi-custodian (LPL Financial, Fidelity, Schwab, Raymond James, Goldman Sachs) RIA built by advisors for advisors. We provide elite independent practices with flexible investment solutions, cutting-edge technology,...
Job Summary The Senior Quality Assurance Analyst, reports to the QA Manager (PMO). They will work with the business and development teams to strategize, design and execute functional and performance tests to ensure that new and existing systems’ features and functions...
Position Summary As a Sr. Business Analyst at NewEdge Capital Group, you will lead the strategic analysis and delivery of Salesforce-based solutions and Enterprise Systems that support our financial services operations. You’ll serve as a key liaison between business...
Job Summary: As part of a newly formed team focused on automation, AI, and systems integration, the Systems Integration & AI Solutions Analyst with NewEdge Capital Group will play a key role in transforming how we connect data, systems, and people. This is a...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: EdgeCo Holdings is seeking a talented Video / Graphic Designer to join our creative and collaborative team, driving projects that align with our team’s visions through innovative design solutions. As a Video / Graphic Designer for our Marketing and...
Job Summary: EdgeCo Holdings is seeking a talented Video / Graphic Designer to join our creative and collaborative team, driving projects that align with our team’s visions through innovative design solutions. As a Video / Graphic Designer for our Marketing and...
Job Summary: The Accounting Manager will be a member of the corporate Accounting & Finance team, reporting to the VP of Finance. The Accounting Manager will be responsible for leading daily and monthly closing processes at the parent company level. The successful...
Job Summary: Contribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of contributions and contribution related issues. Contribution Specialist is also responsible for managing timing expectations...
Job Summary: The Sr Business Systems Engineer – Corporate will be a key member of the Corporate Shared Technology Data Engineering team. This individual will serve as a strategic partner and technical expert, responsible for the design, development, enhancement,...
Job Summary: The Institutional Retirement Service Representative facilitates the efficient operations of the of the Institutional Trust Operations department and serves as the day-to-day contact for Third Party Administrators / Record-Keepers ...
Job Summary: Contribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of contributions and contribution related issues. Contribution Specialist is also responsible for managing timing expectations...
Job Summary: Contribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of contributions and contribution related issues. Contribution Specialist is also responsible for managing timing expectations...
Job Summary PensionPro Software is looking for a tech-savvy, enthusiastic individual who is eager to learn and provide exceptional customer service for our clients! The perfect fit for this position will be someone that loves to help people and has a knack for...
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective...
Job Summary: We’re seeking a highly organized and detail-oriented Manager of Direct Business & SMA Operations to oversee the operational workflows for direct business (e.g., annuities, mutual funds held directly with fund companies) and separately managed accounts...
Job Summary: The Analyst is responsible for providing investment and wealth solutions to clients. You will interface with clients and prospective clients, anticipate their needs, seek resolution to their problems, and follow through to provide exceptional service and...
Job Summary NewEdge Advisors, LLC (“NEA”) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors...
Job Summary: The VP Trust and Compliance (“VPTC”) of AmericanTCS Holdings, LLC (“ATCS”), reporting to the President of ATCS, is responsible for ensuring that the ATCS entities comply with internal policies, including each entity’s policies as well as those of ATCS,...
Job Summary: NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time...
Job Summary: NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time...
Job Summary: The VP Trust and Compliance (“VPTC”) of AmericanTCS Holdings, LLC (“ATCS”), reporting to the President of ATCS, is responsible for ensuring that the ATCS entities comply with internal policies, including each entity’s policies as well as those of ATCS,...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary As a member of the Custody Asset Management and Control group reporting to the VP, the IRA Specialist will work with our Account Administration team to facilitate termination of inactive defined contribution retirement plans and transition participants...
Job Summary: The point of contact for all transitions to the RIA platform and Custodian(s) for NewEdge Advisors. The Transition Manager would be a key service member in onboarding teams. The Transition Manager will interface with prospective clients, existing clients...
Job Summary: EdgeCo Holdings Corporation is seeking a dynamic Information Security Director to join our corporate Information Security team. EdgeCo is a rapidly growing financial services firm. For over four decades, EdgeCo® Holdings’ companies (American TCS & New...
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting,...
Job Summary: The Portfolio Strategist is responsible for delivering investment and wealth planning solutions to clients and prospective clients while driving growth and operational efficiency. Serving as the liaison between the advisory team and firm resources, this...
Job Summary: NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
Job Summary: NewEdge Capital Group is looking for an experienced and motivated Legal Assistant to join its collegial and collaborative legal team. You will play an integral role in supporting NewEdge and its subsidiaries in achieving their business objectives and...
Job Summary: The relationship manager cultivates and enhances long-term relationships for Retirement accounts, ensuring client loyalty, as well as retention of clients and plan assets. Location: The ideal candidate will be located in our Dubuque, IA office and will...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: This position is responsible for working in a team to ensure the transmission, settlement, & reconciliation of daily trading for plans and the creation & maintenance of STP processes. Relius STP & Trading experience is necessary to be...
Job Summary: The relationship manager cultivates and enhances long-term relationships for Retirement accounts, ensuring client loyalty, as well as retention of clients and plan assets. Location: Remote candidates will be considered, but candidates located in Iowa are...
Job Summary: NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to a diverse national client base of financial advisors and institutions through its various subsidiary companies....
Job Summary: We are seeking a highly organized and motivated Analyst, Investment Solutions, Structured Products to join our team. This role is critical in supporting the investment activities of the structured note strategies team. The Analyst tasks span across...
Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various...
Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: The Quality Assurance (QA) Manager, reporting to the Director Project Management Office (PMO), will lead a team of Quality Assurance Analysts and Engineers, oversee all QA Activities and implement QA standards and methodologies. The QA Manager will ensure...
Job Summary This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and communicate...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: NewEdge Advisors (NEA) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more...
Job Summary At NewEdge Advisors, we’re committed to our clients. We’re searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and best-in-class client service. The ideal candidate shares our...
Job Summary: NewEdge Capital Group is looking for an experienced and motivated Paralegal to join its collegial and collaborative legal team. You will play an integral role in supporting NewEdge and its subsidiaries in achieving their business objectives and ensuring...
Job Summary: NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to a diverse national client base of financial advisors and institutions through its various subsidiary companies....
Job Summary In this compliance role, the individual will support Compliance Officers in the day-to-day responsibilities of reviewing daily, monthly, quarterly, and annual compliance submissions required of advisors and staff. They will also help with email reviews,...
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