Job Summary NewEdge Advisors is a rapidly growing, multi-custodian (LPL Financial, Fidelity, Schwab, Raymond James, Goldman Sachs) RIA built by advisors for advisors. We provide elite independent practices with flexible investment solutions, cutting-edge technology,...
Careers
Sr. QA Analyst (PA, Pittsburgh)
Job Summary The Senior Quality Assurance Analyst, reports to the QA Manager (PMO). They will work with the business and development teams to strategize, design and execute functional and performance tests to ensure that new and existing systems’ features and functions...
Sr. Business Analyst (Remote, USA)
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...
Systems Integration & AI Solutions Analyst (Remote, USA)
Job Summary: As part of a newly formed team focused on automation, AI, and systems integration, the Systems Integration & AI Solutions Analyst with NewEdge Capital Group will play a key role in transforming how we connect data, systems, and people. This is a...
Manager of Direct Business & SMA Operations (LA, New Orleans)
Job Summary: We’re seeking a highly organized and detail-oriented Manager of Direct Business & SMA Operations to oversee the operational workflows for direct business (e.g., annuities, mutual funds held directly with fund companies) and separately managed accounts...
Client Service Associate (TN, Knoxville)
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...
Analyst (CT, Stamford)
Job Summary: The Analyst 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 to provide exceptional service and...
Compliance Coordinator (Remote, USA)
Job Summary NewEdge Advisors, LLC (“NEA”) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors...
Client Service Associate – Operations & Onboarding (LA, New Orleans)
Job Summary: NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time...
Custodial Operations & Onboarding Specialist (LA, New Orleans)
Job Summary: NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time...