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...
Careers
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...
Transition Manager (LA, New Orleans)
Job Summary: The point of contact for all transitions to the RIA platform and Custodian(s) for NewEdge Advisors. The Transition Manager would be a key service member in onboarding teams. The Transition Manager will interface with prospective clients, existing clients...
Information Security Director (PA, Pittsburgh)
Job Summary: EdgeCo Holdings Corporation is seeking a dynamic Information Security Director to join our corporate Information Security team. EdgeCo is a rapidly growing financial services firm. For over four decades, EdgeCo® Holdings’ companies (American TCS & New...
Client Service Analyst (TN, Knoxville)
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting,...
Analyst, Portfolio Strategy (NY, New York City)
Job Summary: The Portfolio Strategist is responsible for delivering investment and wealth planning solutions to clients and prospective clients while driving growth and operational efficiency. Serving as the liaison between the advisory team and firm resources, this...