Job Summary: The Desktop Support Specialist is a hands-on technical role, responsible for working with a team supporting, implementing and maintaining the organization’s IT infrastructure and applications. Location: Midtown East - 5 minute walk from Grand Central We...
Careers
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...
Executive Assistant (NY, New York City)
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 the three senior executives of our New York City-based family office...
Client Service Associate (SD, Pierre)
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and Dakota Partners. As a Client Service Associate, you will interface with clients and prospective...
Portfolio Strategist (CT, Stamford)
Job Summary: This role encompasses supporting the investment team across multiple areas with a focus on portfolio construction and manager research. Within portfolio construction, the role requires building customized portfolio’s for clients and prospects in...
Advisor Advocate (LA, New Orleans)
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,...
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...