Job Summary: ??Responsible for managing and delegating the plan document workload to ensure all IRS/DOL timing requirements and internal timing standards are met. Evaluate the suitability of prospective plans, ensuring plans meet all ERISA qualification requirements,...
Job Summary: Responsible for managing and delegating the plan document workload to ensure all IRS/DOL timing requirements and internal timing standards are met. Evaluate the suitability of prospective plans, ensuring plans meet all ERISA qualification requirements,...
Location: Pittsburgh, PA Job Summary: The Custody Asset Movement & Control Staff Accountant will be a valued member of a team committed to servicing our retail and institutional clients by going above and beyond in meeting their expectations. We are looking for an...
Job Summary: Stanley Benefits, located in Greensboro, NC, is seeking a Cash Balance/Defined Benefit Actuary. The position will advise an employer or plan sponsor in matters relating to retirement plans, review and analyze retirement plan documents, prepare, and...
Various Roles
Various
Job Location: New Orleans, LA or Remote 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...
Company Overview: EdgeCo Holdings, Inc. (“EdgeCo”), and its subsidiaries are leading providers of technology-enabled retirement solutions for the small and mid-sized retirement plan market. EdgeCo is the ultimate parent company of Mid Atlantic Capital Group, Inc....
Job Summary: The Director of Account Management is responsible for leading a team of Account Managers in the administration of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving efficiencies, resolving...
Job Summary The Receptionist is responsible for establishing positive first impressions with clients, vendors, and visitors to the office. The receptionist will greet clients, manage conference room schedules, process mail, and assist the Wealth Management Division in...
Location: Pittsburgh, PA Job Summary: The Account Services 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...
Location: New Orleans, LA Job Summary Goss 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...
Location: CT, PA or Remote 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 expert in serving...
Location:Pittsburgh, PA Job Summary: The Financial Planning & Analysis Analyst position is a newly established role that will provide the individual with direct exposure to EdgeCo’s senior management. The individual will spend the majority of their time on...
Job Locations: All Company Locations to include Pittsburgh, PA, Stamford, CT, New Orleans, LA, Miami, FL, or Remote 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...
Job Location: Miami, FL 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...
Location: Stamford, CT Job Summary 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...
Job Location: New Orleans, Baton Rouge, LA or Remote 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....
The 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 applications meet quality and...
Job Summary: The Trading Specialist will contribute jointly to the Investment and Wealth Management teams. The candidate will execute the Wealth Management trading process and be a key resource regarding the adaptation and implementation of portfolio management. In...
Job Summary: The Investment Research Analyst will support the American Trust Retirement and Wealth Management businesses through investment research, reporting and written commentary. The candidate will be a contributor to the trading process and be a key resource...
Job Location: PA, Remote Job Summary: The Custody Asset Movement & Control Staff Accountant will be a valued member of a team committed to servicing our retail and institutional clients by going above and beyond in meeting their expectations. We are looking for...
Job Location: Stamford, CT or Remote Job Summary: NewEdge Wealth is looking for a highly skilled Deputy Chief Compliance Officer to provide and assist in the development and management of NewEdge Wealth’s investment advisory compliance program.. This position will...
Stanley Benefit Services, a division of American Trust, is a respected leader in the Employee Benefits Industry. Located in beautiful Greensboro, NC, SBS provides consulting and administration services for 401(k), 403(b), 457(b)/(f), Defined Benefit, Retiree Medical,...
Company Overview: EdgeCo Holdings, Inc. (“EdgeCo”), and its subsidiaries are leading providers of technology-enabled retirement solutions for the small and mid-sized retirement plan market. EdgeCo is the ultimate parent company of Mid Atlantic Capital Group, Inc....
Job Summary: Salary: $56,000 – $79,000/year This is an exempt position. Pay may vary based on experience and location. The Implementation Manager is responsible for consulting with clients and overseeing the conversion of retirement plans to the organization’s...
Job Location: PA, Remote Job Summary: Edgeco is a leading financial services organization providing a wide array of brokerage, advisory, trust, custody, and recordkeeping services to a diverse national client base of financial advisors and institutions, asset...
Job Summary: The QA Automation Engineer, 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 applications meet...
The Sr. Software Engineer will be responsible for designing, developing, and integrating business solutions and software for EdgeCo. This position will be part of an Agile development team, building and working on enterprise-grade software systems using Microsoft .NET...
Job Location: Pittsburgh, PA Job Summary: The Senior Reconciliation Specialist performs routine high volume, time sensitive reconciliations requiring research and problem-solving skills. The Senior Reconciliation Specialist monitors and resolves exception using...
Location: PA 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...
PensionPro Software is looking for an experienced Software Engineer to join our team in our Harrisburg, PA, or Pittsburgh, PA locations, in a hybrid capacity. If you are skilled with working in object-oriented languages, have hands on experience working on product...
Location: PA or Remote EdgeCo Holdings, Inc. (“EdgeCo”), and its subsidiaries are leading providers of technology-enabled retirement solutions for the small and mid-sized retirement plan market. EdgeCo companies currently include Mid Atlantic Capital Group, Inc.,...
Location: Pittsburgh, PA or Remote The Senior Business Analyst with NewEdge Capital Group (a division of EdgeCo Holdings) supports the development of our market differentiating client facing software solution for our Wealth Management advisors in assisting their...
Job Location: Pittsburgh, PA or Remote Job Summary: The Junior Fixed Income Trader will assist the Senior Traders with processing and execution of fixed income securities including (but not limited to) municipal, corporate, agency, and government bonds. Additional...
LT Trust, a division of American Trust, provides 401(k) plans and servicing for growing businesses. As a Relationship Manager, you will build strong working relationships with clients and advisors and utilize your experience in the 401(k) industry to ensure plan, and...
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. Responsibilities:...
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