Career

Job Summary: The Portfolio Strategist is responsible for providing investment and wealth solutions to clients.  You will interface with clients and prospective clients, anticipate their needs, seek resolution to their problems, and follow through by working with the...

Job Summary: Growing, dynamic, entrepreneurial broker dealer seeking an experienced, self-motivated, outgoing Compliance Supervisor who enjoys working in a team environment while executing responsibilities independently. In particular, we are looking for someone who...

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...

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...

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...

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...

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...

Job Summary: The position of Executive Assistant is a dynamic role with a diverse number of assigned daily tasks. The primary responsibility of this position is to provide administrative support to a senior executive based in the Stamford, CT office. Additional duties...

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...

Job Summary: This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams,...