Careers
Below are the currently available positions across NewEdge Capital Group:
Client Service Analyst (Tennessee, Franklin)
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 problems, and follow through to...
Associate, Client Service (FL, Coral Gables)
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 and technology. Will interface with clients and...
Associate Trader (PA, Pittsburgh)
Job Summary: The Associate Trader will assist our team of Traders with the daily activities associated with trading Equity, Fixed Income and other various securities. Location: Hybrid to Pittsburgh, PA Duties/Responsibilities: Handle the operational and administrative duties related to the...
Operations Associate – Trading (LA, New Orleans)
Job Summary: The Operations Associate – Trading serves as the critical interface between the trading desk and the firm's advisor network. This role protects the trading team's focus and execution capacity by owning advisor communications, managing post-trade workflows, and ensuring seamless...
Analyst, PPLI (NY, New York City)
Job Summary: The Private Placement Life Insurance Analyst at NewEdge 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 requires strong skills such...
Analyst, PPLI (CT, Stamford)
Job Summary: The Private Placement Life Insurance Analyst at NewEdge 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 requires strong skills such...
Associate, Portfolio Strategy (NY, New York City)
Job Summary: The Portfolio Strategist 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 by working with the Client Service team to provide...
Strategic Advocate (LA, New Orleans)
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, back-office support, practice...
Analyst, Salesforce Reporting (CT, Stamford)
Job Summary: The Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and dashboards which provide...
Analyst, Salesforce Reporting (PA, Pittsburgh)
Job Summary: The Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and dashboards which provide...