Careers
Below are the currently available positions across NewEdge Capital Group:
Analyst, Reporting Experience (PA, Pittsburgh)
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 platforms. This role is...
Data Analyst – Reporting (PA, Pittsburgh)
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 is responsible for assistance...
Sr. Accountant (PA, Pittsburgh)
Job Summary NewEdge Advisors, LLC is a SEC-registered investment advisory firm specializing in serving a nation-wide base of high-net-worth investment advisors. We manage approximately $37 billion in advisory assets and are committed to delivering exceptional financial stewardship and client...
Analyst, Reporting Experience (CT, Stamford)
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 platforms. This role is...
Private Placement Life Insurance Specialist (CT, Stamford)
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 skills, and the ability to bridge...
Custodial Operations Manager (CT, Stamford)
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 Manager will primarily support the...
Insurance Supervisor (CT, Stamford)
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, as well as health and...
Azure Architect (Remote, USA)
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 Microsoft Azure. You’ll shape our...
Insurance Supervisor (NY, New York City)
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, as well as health and...
Executive Assistant (FL, Boca Raton)
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, head-quarter office maintenance,...