Careers
Below are the currently available positions across NewEdge Capital Group:
Transition Project Manager (CT, Stamford)
Job Summary: In this role you would be the point of contact for all transitions to the Broker Dealer and RIA platform for NewEdge Wealth. Responsibilities: Project Management: The NewEdge Wealth Transition Project Manager will develop and execute projects that support NewEdge Wealth and NewEdge...
Senior Director, Advisor Experience (LA, New Orleans)
Summary: In this role, the Senior Director reports to the Chief Experience Officer and oversees the advisor experience for all independently affiliated advisors (1099 teams). The Senior Director, Advisor Experience has a wide range of strategic responsibilities, including: Advisor Advocacy Advisor...
Data Specialist (LA, New Orleans)
Job Overview NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time and resources to focus on their...
Client Service Analyst (CT, Stamford)
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting, cashiering activities, and other client...
Marketing Manager (LA, New Orleans)
Job Summary: The Marketing Manager will be responsible for developing and managing campaigns, content, and collateral that support the continued growth and expansion of the business. Equal parts strategy and execution, in this role you will lead the creation of marketing programs and...
Client Service Associate (GA, Atlanta)
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....
Regional Director, Business Development (NC, Charlotte)
Job Summary: NewEdge Advisors is looking for an entrepreneurial-minded Regional Director of Business Development with a positive attitude who enjoys networking, sourcing, and recruiting qualified advisors while meeting the needs of our current advisor base. As a rapidly growing company, the ideal...
Regional Director, Business Development (TN, Nashville)
Job Summary: NewEdge Advisors is looking for an entrepreneurial-minded Regional Director of Business Development with a positive attitude who enjoys networking, sourcing, and recruiting qualified advisors while meeting the needs of our current advisor base. As a rapidly growing company, the ideal...
Sr. Business Systems Analyst (PA, Pittsburgh)
Job Summary: As a Sr. Business Systems Analyst you’ll drive the transformation of complex business needs into innovative technical solutions that power the technology platforms at NewEdge Capital Group. You’ll serve as a technical subject matter expert and a crucial bridge between business...
New Account Opening / Repapering Analyst (PA, Pittsburgh)
Job Summary: The New Account Opening/Repapering Analyst is the paperwork and account opening specialist for NewEdge Securities, the Broker Dealer affiliate of NewEdge Capital. This includes accounts held at National Financial Services (NFS) as well as accounts held directly at various fund...
Transition Project Manager (CT, Stamford)
Job Summary: In this role you would be the point of contact for all transitions to the Broker Dealer and RIA platform for NewEdge Wealth. Responsibilities: Project Management: The NewEdge Wealth Transition Project Manager will develop and execute projects that support NewEdge Wealth and NewEdge...
Sr. Operations & Onboarding Specialist (LA, New Orleans)
Job Overview NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time and resources to focus on their...
Trader (LA, New Orleans)
Job Summary Trader is responsible for trade management and trade execution for the for investment platform. Trader will monitor market conditions and ensure compliance with trading regulations. This role requires strong analytical skills, quick decision-making, and effective communication. The...
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...
Platform Solutions Consultant (LA, New Orleans)
Job Summary: NewEdge Advisors was founded to give successful advisors more time and resources to focus on their clients and practice. One key component to executing this strategy is our differentiated approach to Investments Services. Unlike most RIA firms, who promote their own internal research,...
Director of Operations (LA, New Orleans)
Job Summary: NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time and resources to focus on their...