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 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...
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: 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 Fund Accountant for American Trust Wealth will perform administrative and accounting duties for a local government investment pool. Duties include maintaining financial data and recordkeeping, processing income distributions, daily participant funding,...
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...
Summary: In this role, the Senior Director reports to the Chief Experience Officer and oversees the advisor experience for all independently affiliated advisors (1099 teams). The Senior Director, Advisor Experience has a wide range of strategic responsibilities,...
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 American Trust Custody is looking for an experienced Application Support Analyst to join the Trust & Custody Tech Ops team. The Application Support Analyst is part of the Tech Ops, Application Development team, and will be responsible for technical...
Job Summary: The Transition Specialist is responsible for consulting with clients and overseeing the conversion of retirement plans to the organization’s recordkeeping system and facilitate the accurate transfer of the plan’s assets. This position responds to...
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 American Trust Custody is looking for an experienced Application Support Analyst to join the Trust & Custody Tech Ops team. The Application Support Analyst is part of the Tech Ops, Application Development team, and will be responsible for technical...
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: The Manager of Client Services is responsible for leading a team of supervisors and Client Service Managers. The team’s day to day role is primarily focused on being the client liaison for our operations and service experience, along with...
Job Summary This position specializes in the Recordkeeping and Relius Administration/Operational functions for all types of retirement plans and participant level accounting methodologies (Daily “Unitized” Accounting, Balance Forward “Accrual” Accounting and or ESOP...
Job Summary: The Treasury Management Representative’s responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to information requests by clients,...
Job Summary: The Treasury Management Representative’s responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to information requests by clients,...
Job Summary: 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: 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 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 Plan Maintenance Specialist is responsible for reviewing Plan setup for requests received to update and maintain Relius & systems used to administer plan provisions. Research & resolve client concerns related to the functionality of the...
Job Summary The Sr. Accountant will be part of the corporate Accounting & Finance department and will be responsible for maintaining the financials and all related transactions for NewEdge Wealth, LLC in accordance with GAAP, completing all relevant month-end...
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 Capital Group is seeking a skilled and proactive Salesforce Administrator to join our Software Development team. This role will serve as a key liaison between the business unit and the Salesforce development team, ensuring seamless support and...
Job Summary: The Business Analyst Team Lead will play a dual role as both a hands-on business analyst and a tactical lead for other business analysts on the team. The ideal candidate will have strong experience in Salesforce and be skilled in back-office automation,...
Job Summary: The Business Analyst Team Lead will play a dual role as both a hands-on business analyst and a tactical lead for other business analysts on the team. The ideal candidate will have strong experience in Salesforce and be skilled in back-office automation,...
Job Summary: The Senior Information Security Analyst with EdgeCo Holdings will design, plan, implement, upgrade, and monitor security protocols, policies, processes, procedures and programs for the protection of the organization’s computer networks and information...
Job Summary: For the summer of 2025, Intern opportunities have been identified in four departments at NewEdge Wealth: Investments, Wealth Strategy, Client Service and Finance. Intern Job Duties/Responsibilities: Understands the overall concept of the company,...
Job Summary: The M&A Manager position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management and is critical to executing the company’s growth strategies. The M&A Manager will lead the day-to-day...
Job Summary This position specializes in the recordkeeping and administration of ESOP/KSOP retirement plans. Primary responsibilities are to analyze incoming data requests and necessary ESOP/401k transactions and effectively implement strategies to complete these...
Job Summary New Edge Capital Group is seeking a results-oriented individual to drive lead generation through branch referral programs. As a Business Development Associate, you will be responsible for building relationships with financial advisors, helping them...
Job Summary The Fund Accountant for American Trust Wealth will perform administrative and accounting duties for a local government investment pool. Duties include maintaining financial data and recordkeeping, processing income distributions, daily participant funding,...
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 Solutions Architect provides technical expertise throughout any or all steps of the software development lifecycle and is part of a diverse technical team that operates both onshore and offshore. The Solutions Architect ensures the success of projects...
Job Summary: The Service Desk Specialist role will be expected to quickly learn and support in-house applications as well as applications of our partners. This Service Desk Specialist will provide day to day support for application, hardware, software, and networking...
Job Summary: The Service Desk Specialist role will be expected to quickly learn and support in-house applications as well as applications of our partners. This Service Desk Specialist will provide day to day support for application, hardware, software, and networking...
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...
Job Summary: The M&A Manager position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management and is critical to executing the company’s growth strategies. The M&A Manager will lead the day-to-day...
Job Summary The Senior Quality Assurance Analyst, reporting to the QA Manager (PMO), will work with business and development teams to define, design, document and execute functional, regression tests to ensures that new and existing systems and features and...
Job Summary: The Solutions Architect provides technical expertise throughout any or all steps of the software development lifecycle and is part of a diverse technical team that operates both onshore and offshore. The Solutions Architect ensures the success of projects...
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 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...
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 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...
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...
Job Summary: The Transition Specialist is responsible for consulting with clients and overseeing the conversion of retirement plans to the organization’s recordkeeping system and facilitate the accurate transfer of the plan’s assets. This position responds to...
Job Summary: The Reconciliation Specialist performs routine high volume, time sensitive reconciliations requiring research and problem-solving skills. The Reconciliation Specialist monitors and resolves exception using various resources to ensure both cash and...
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 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: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control. Duties/Responsibilities: Ability to perform or quality review nondiscrimination testing and...
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...
The Financial Analyst position with EdgeCo Holdings is a role that will have direct exposure to EdgeCo’s senior management. The Financial Analyst will spend the majority of the time on financial planning & analysis initiatives. This position is headquartered in...
The Financial Analyst position with EdgeCo Holdings is a role that will have direct exposure to EdgeCo’s senior management. The Financial Analyst will spend the majority of the time on financial planning & analysis initiatives. This position is headquartered in...
Job Summary NewEdge Wealth (NEW) is a leading wealth management organization focused on leveraging best-in-class technology solutions while combining world class investment capabilities with superior client service. NEW is an expert in serving Ultra High Net worth...
Job Summary NewEdge Wealth (NEW) is a leading wealth management organization focused on leveraging best-in-class technology solutions while combining world class investment capabilities with superior client service. NEW is an expert in serving Ultra High Net worth...
Job Summary: The Commission Analyst with NewEdge Capital Group is part of the company’s accounting/finance department and is responsible for the calculation and payment of commissions to the Company’s Advisors and Registered representatives. The Commission Analyst...
Job Summary: As the VP of Software Development, you will provide strategic leadership in setting the technology vision, strategy, and roadmap for critical development teams. You will drive technical excellence by overseeing the design, development, and operations of...
Job Summary: Opportunity for the ideal OPEB Consulting Actuary who enjoys both consulting to clients and digging into the numbers. Depending on the level of the candidate, they will either be expected to develop or assist with developing new business. Consultant will...
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,...
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: 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,...
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,...
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...
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 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,...
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...
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 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...
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 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...
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,...
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...
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 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,...
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...
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 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...
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...
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...
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 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,...
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,...
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...
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,...
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,...
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....
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...
The Accounts Payable Specialist will be a member of the corporate Accounting & Finance team. The AP Specialist will be responsible for administrative and accounting tasks related to the maintenance and processing of accounts payable transactions. Location:...
Job Summary: 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...
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,...
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 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,...
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,...
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: 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...
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...
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...
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...
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,...
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