Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to the team. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs,...
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Associate, Client Service (GA, Atlanta)
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to a Financial Advisor at NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective...
Sr Account Administration Associate (LA, New Orleans)
Job Overview 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. They will report directly to the Manager – Account Administration. The position...
Licensing & Registration Manager (Remote, USA)
Job Summary As part of the Compliance team, the Licensing & Registration Manager serves as the firm-wide subject matter expert for all securities, investment adviser, and insurance (preferred) licensing and registration activities across NewEdge Securities, LLC...
Compliance Associate (CT, Stamford)
Job Summary: NewEdge Wealth, a division of NewEdge Capital Group, LLC, is seeking a highly motivated and experienced Associate, Compliance to join its growing team. This individual will play a critical role in supporting and overseeing day-to-day compliance activities...
Strategic Advocate – Relationship Manager (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,...
Associate, Treasury Management (PA, Pittsburgh)
Job Summary: The Associate, Treasury Management's responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to information requests by clients, bank...
Broker-Dealer Operations Specialist (PA, Pittsburgh)
Job Summary: The Broker-Dealer Operations Specialist will support the managed account onboarding and tracking function within the operations team. The operations team provides back-office support to ultra-high net-worth investment advisors that are associated with...
Portfolio Management Associate (LA, New Orleans)
Position Summary NewEdge Advisors is seeking a highly organized and detail-oriented Portfolio Management Associate to support the Investments & Wealth Solutions Division. This role includes support of portfolio management, investments, platform maintenance, and...
Trust & Estate Paralegal (NY, New York City)
Job Summary: As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be...