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 Ultra High Net worth clients and advisor who serve them. NEW is part of EDGECo Holdings, Inc. a company providing technology enabled solutions and support services to financial intermediaries and their clients, including Full-Service Retirement Plan Administration, Brokerage, Advisory and Trust and custody Solutions. 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 experience with NEW. This will include helping clients learn how to access their accounts on the NEW client portal as well as the client portals for our vendor partners, Orion, eMoney and Fidelity. In addition, this individual will help train new employees on the advisor desktop. The advisor desktop includes many applications. The primary focus will be on Okta, Outlook, Salesforce, Orion, Wealthscape, eMoney, and SharePoint.



Interact with clients and advisors responding to training needs
Develop training material: FAQs; Self-Service videos and documentation; onboarding; etc
Become proficient/expert on all desktop tools as well as client portals
Work with internal development teams, vendors, and customers in support of NewEdge Wealth’s systems/applications
Work with internal development teams and operations to create and implement process improvements
Providing feedback to development team regarding systems/applications supporting NewEdge Wealth
Provide onsite training to existing offices and new offices/advisors
Work with clients to assist in linking outside accounts to client portals