Careers
Below are the currently available positions across NewEdge Capital Group:
Client Service Associate (NY, New York City)
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs,...
Financial Analyst (LA, New Orleans)
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....
Client Service Associate (TN, Knoxville)
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs,...
Transition Manager (LA, New Orleans)
Job Summary: The point of contact for all transitions to the RIA platform and Custodian(s) for NewEdge Advisors. The Transition Manager would be a key service member in onboarding teams. The Transition Manager will interface with prospective clients, existing clients and advisory teams to...
Sr. Business Analyst (Remote, USA)
Position Summary As a Sr. Business Analyst at NewEdge Capital Group, you will lead the strategic analysis and delivery of Salesforce-based solutions and Enterprise Systems that support our financial services operations. You’ll serve as a key liaison between business stakeholders, development...
Sr. QA Analyst (PA, Pittsburgh)
Job Summary The Senior Quality Assurance Analyst, reports to the QA Manager (PMO). They will work with the business and development teams to strategize, design and execute functional and performance tests to ensure that new and existing systems’ features and functions meet quality and performance...
Advisor 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...
Portfolio Strategist (CT, Stamford)
Job Summary: This role encompasses supporting the investment team across multiple areas with a focus on portfolio construction and manager research. Within portfolio construction, the role requires building customized portfolio’s for clients and prospects in collaboration with NewEdge Wealth...
Systems Integration & AI Solutions Analyst (Remote, USA)
Job Summary: As part of a newly formed team focused on automation, AI, and systems integration, the Systems Integration & AI Solutions Analyst with NewEdge Capital Group will play a key role in transforming how we connect data, systems, and people. This is a unique opportunity for a hands-on,...