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...
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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...
Compliance Associate, Marketing & Investment Adviser Compliance (CT, Stamford)
Job Summary: NewEdge Wealth, a division of NewEdge Capital Group, LLC, is seeking a detail-oriented and motivated Compliance Associate to support the firm’s investment adviser compliance program, with a primary focus on marketing and advertising review under the SEC...
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....
Associate Transition Manager & Trainer (PA, Pittsburgh)
Position Overview: The Associate Transition Manager at NewEdge Securities is responsible for developing, delivering, and maintaining training programs related to account transitions, operational processes, and the Wealthscape platform. This role serves as a subject...
Analyst, Client Service (FL, Fort Lauderdale)
Job Summary: The NewEdge Wealth Client Service Analyst plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Fort Lauderdale, FL. In this role, you will work...
Billing Specialist (LA, New Orleans)
Job Summary: NewEdge Capital Group and its subsidiaries provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their...
M&A Associate (PA, Pittsburgh)
Job Summary: The M&A Associate position with NewEdge Capital Group is a role that will have direct exposure to the company’s senior management. The M&A Associate will join the acquisition team and spend the majority of the time on corporate development...
M&A Associate (CT, Stamford)
Job Summary: The M&A Associate position with NewEdge Capital Group is a role that will have direct exposure to the company’s senior management. The M&A Associate will join the acquisition team and spend the majority of the time on corporate development...
M&A Associate (NY, New York)
Job Summary: The M&A Associate position with NewEdge Capital Group is a role that will have direct exposure to the company’s senior management. The M&A Associate will join the acquisition team and spend the majority of the time on corporate development...