Careers

Description The Investment Performance Reporting 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...

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,...

Job Summary: The Insurance Analyst at NewEdge Family Office 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 as...

Job Summary: The Insurance Analyst at NewEdge Family Office 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 as...

Job Summary: The Technology Experience role supports the firm’s overall adoption and utilization of technology by way of training and onboarding. This role is responsible for producing training content and materials, live training sessions, and coordination across subject matter experts to...

Job Summary: NewEdge Advisors (NEA) is looking for a highly skilled service-minded associate with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base & home office staff. Financial Analyst will report directly to the M&A and Financial Reporting Manager....

Job Summary: This role encompasses ongoing oversight on primary PE fund investments, direct deals and co-investments for our Family Office Group. This includes continuous analysis and reporting for our most sophisticated client’s alternative investment portfolios which may include exposure to a...

Job Summary: The Technology Experience role supports the firm’s overall adoption and utilization of technology by way of training and onboarding. This role is responsible for producing training content and materials, live training sessions, and coordination across subject matter experts to...

Job Summary: The Life Insurance Product Specialist role will support fixed and variable life insurance policy structuring, implementing, and servicing across our insurance platform within our RIA and affiliated broker-dealer. You will partner directly with advisors and our back-office services...

Job Summary: The Vice President of Concierge & Lifestyle Services (“VP”) is responsible for building and overseeing a best-in-class concierge platform for ultra-high-net-worth families. Rather than directly executing travel, event, security, or health-related tasks, the VP curates and manages...