Careers

Assistant Director, Transitions (PA, Pittsburgh)

Job Summary The Assistant Director, Transitions will support our Director of Transition with migrating advisors and their staffs from their current broker dealers/registered investment advisors to Mid Atlantic. The Assistant Transition Manager will serve, along with...

Treasury Management Representative (PA, Pittsburgh)

Job Summary: The Treasury Management Representative'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...

Associate, Compliance (Series 24) (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...

Compliance Analyst (LA, New Orleans)

Job Summary In this compliance role, the individual will support Compliance Officers in the day-to-day responsibilities of reviewing daily, monthly, quarterly, and annual compliance submissions required of advisors and staff.  They will also help with email reviews,...

Client Service Associate (NY, New York City)

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...