Career

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...

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...

Analyst, Salesforce Reporting (PA, Pittsburgh)

Job Summary: The Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and...

Analyst, PPLI (NY, New York City)

Job Summary: The Private Placement Life Insurance Analyst at NewEdge is responsible for analyzing and evaluating insurance policies, programs, and data and providing recommendations to advisors and management. This role bridges complex data and business application...

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...

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...