Job Summary: The Client Service Analyst plays a critical role in delivering a best-in-class client experience by providing administrative and operational support to Financial Advisors and the Client Service Team. The ideal candidate is highly organized,...
Career
Business Development Associate (LA, New Orleans)
Job Summary NewEdge Capital Group is growing its Business Development team and is looking for a relationship-builder who thrives on the phone and wants a front-row seat to how independent RIAs are built. The Business Development Associate is often the first voice a...
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...
Associate, Platform Experience (Remote, USA)
Job Summary: The Platform Experience role supports the firm’s investment management and reporting ecosystem by administering, maintaining, and enhancing the Addepar platform across user access, permissions, database configuration, reporting, and end-client support...
Vendor and Contract Manager (PA, Pittsburgh)
Job Summary: The Vendor and Contract Manager is a mid-level position supporting NewEdge Capital Group’s (“NECG”) Vendor Management processes by coordinating and monitoring all aspects of the vendor lifecycle from onboarding through ongoing oversight and termination....
Vendor and Contract Manager (LA, New Orleans)
Job Summary: The Vendor and Contract Manager is a mid-level position supporting NewEdge Capital Group’s (“NECG”) Vendor Management processes by coordinating and monitoring all aspects of the vendor lifecycle from onboarding through ongoing oversight and termination....
Associate, Platform Experience (CT, Stamford)
Job Summary: The Platform Experience role supports the firm’s investment management and reporting ecosystem by administering, maintaining, and enhancing the Addepar platform across user access, permissions, database configuration, reporting, and end-client support...
Associate, Platform Experience (NY, New York City)
Job Summary: The Platform Experience role supports the firm’s investment management and reporting ecosystem by administering, maintaining, and enhancing the Addepar platform across user access, permissions, database configuration, reporting, and end-client support...
VP Financial Planning & Analysis (NY, New York)
Job Summary The VP of Financial Planning & Analysis (FP&A) is a critical management role driving the delivery of detailed and insightful financial analysis for the rapidly growing NewEdge Capital Group. We seek a dedicated hands-on professional who can work...
Wealth Strategist (FL, Miami)
About Aligned Wealth Aligned Wealth is a purpose-driven family office solution for families with assets exceeding $3 billion, built on the belief that wealth management should be about alignment, not just returns. Through tailored strategies, cutting-edge technology,...