Description The Data Analyst role supports the firm’s reporting infrastructure by performing data management functions related to account set-up, data input, general administration and reconciliation of the firm’s portfolio reporting software system (Orion). This role...
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Private Placement Life Insurance Specialist (CT, Stamford)
Job Summary: The PPLI Specialist will be responsible for structuring, implementing, and managing Private Placement Life Insurance (PPLI) portfolios for clients of NewEdge Wealth This role requires deep technical knowledge of PPLI structures, strong communication...
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...
Compliance Supervisor – Trading (PA, Pittsburgh)
Job Summary: NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to a diverse national client base of financial advisors and institutions through its various subsidiary companies....
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 (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...
Desktop Support Specialist (NY, New York City)
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...
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...
Sr. Accountant (PA, Pittsburgh)
Job Summary The Sr. Accountant will be part of the Accounting & Finance department and will be responsible for maintaining the financials and all related transactions for NewEdge Advisors, LLC in accordance with GAAP, completing all relevant month-end closing...
Analyst, Reporting Experience (PA, Pittsburgh)
Job Summary: The Reporting Experience role supports the firm’s reporting infrastructure by building, managing, and enhancing the reporting processes across the following systems: portfolio reporting management software (Orion), CRM (Salesforce), and relevant custodial...