Job Summary As a member of the Custody Asset Management and Control group reporting to the VP, the IRA Service Representative will work with our Account Administration team to facilitate termination of inactive defined contribution retirement plans and transition...
Job Summary: American Trust Custody is seeking a motivated DevOps Engineer who thrives in a rapidly evolving technology environment. Our success hinges on our ability to iterate quickly on products while ensuring their performance and reliability. As a DevOps...
Job Summary Mid Atlantic Capital Group is a financial services organization headquartered in Pittsburgh, Pennsylvania that includes a registered broker-dealer, an SEC registered investment advisor and a non-depository state-chartered trust company. We are looking for...
Job Overview 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...
Job Summary: NewEdge Advisors (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 more...
Job Summary: In this role you would be the point of contact for all transitions to the Broker Dealer and RIA platform for NewEdge Wealth. Responsibilities: Project Management: The NewEdge Wealth Transition Project Manager will develop and execute projects that...
Job Summary The Client Service Specialist is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...
Job Summary American Trust Custody is looking for an experienced Application Support Analyst to join the Trust & Custody Tech Ops team. The Application Support Analyst is part of the Tech Ops, Application Development team, and will be responsible for technical...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: The Service Desk Specialist role will be expected to quickly learn and support in-house applications as well as applications of our partners. This Service Desk Specialist will provide day to day support for application, hardware, software, and networking...
Job Summary: The Senior Information Security Analyst with EdgeCo Holdings will design, plan, implement, upgrade, and monitor security protocols, policies, processes, procedures and programs for the protection of the organization’s computer networks and information...
Job Summary: The Staff Accountant with AmericanTCS is responsible for depositing checks and maintaining a check log, recording bank activity daily, ad hoc invoicing, accurately collecting and applying accounts receivable, expense and accrual review, preparation...
Job Summary The Institutional Relationship Manager cultivates and enhances long-term relationships with executive leadership teams for Institutional Partners, ensuring partner loyalty, retention, and satisfaction. Responsibilities Develop, enhance, and maintain...
Job Overview 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...
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. Duties/Responsibilities: Serve as the first point of contact...
Job Summary: The Information Security Engineer with EdgeCo Holdings is responsible for designing, implementing, and monitoring security measures to protect EdgeCo’s organization’s computer networks and systems from cyber-attacks across the parent and all divisional...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
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,...
Job Summary: The Marketing Manager will be responsible for developing and managing campaigns, content, and collateral that support the continued growth and expansion of the business. Equal parts strategy and execution, in this role you will lead the creation of...
Job Summary: PensionPro is seeking an SQL Developer with the drive and potential to grow into a Data Architect/Engineer in the long term. The SQL Developer is responsible for improving and ensuring stability, reliability, and performance to meet the needs of our...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs, RMDs, and In-service distribution. They will follow a 7 step protocol to make sure the transaction is accurate and to prevent fraud....
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Payroll Specialist will take direction from the Payroll & HRIS Supervisor in carrying out key responsibilities in the completion of payroll processing, ensuring that bi-weekly payroll, quarterly and annual bonus program pay, and commission pay is...
Job Summary: The Senior Database Administrator (Sr. DBA) with EdgeCo Holdings is part of the Network Engineering department, and plays a leading role in defining, developing and documenting the structure and security of production services and databases for our...
Job Summary: The Sr. Treasury Management Representative’s responsibilities include monitoring tax withholding, completing proper payments, and appropriate filings with each state. You will also be assisting the Treasury Management Manager as needed and respond...
Job Summary: The Investment Research Analyst will support the American Trust Retirement and Wealth Management businesses through investment research, reporting and written commentary. The candidate will be a contributor to the trading process and be a key resource...
Job Summary As an Operations Support Specialist, you will be responsible for data entry, analysis, transaction processing, fee-related accounts receivable monitoring, researching and internal/external outreach regarding outstanding fees. Additionally, the role will...
Job Summary As an Operations Support Specialist, you will be responsible for data entry, analysis, transaction processing, fee-related accounts receivable monitoring, researching and internal/external outreach regarding outstanding fees. Additionally, the role will...
Job Overview 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...
Responsibilities: Transitions Primary point of contact for all transitions to the RIA platform. Coordinate meetings, calls, paperwork and tasks related to transitions between new teams and various departments at NewEdge Advisors Advisors. Duties can include but are...
Job Summary Trader is responsible for trade management and trade execution for the for investment platform. Trader will monitor market conditions and ensure compliance with trading regulations. This role requires strong analytical skills, quick decision-making, and...
Job Summary: NewEdge Advisors was founded to give successful advisors more time and resources to focus on their clients and practice. One key component to executing this strategy is our differentiated approach to Investments Services. Unlike most RIA firms, who...
Job Summary: The Senior Relationship Manager is accountable for delivering proactive, consultative client service and strategic account management for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction and...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: Inthis role you would be the point of contact for all transitions to the Broker Dealer and RIA platform for NewEdge Wealth. Responsibilities: Project Management: The NewEdge Wealth Transition Project Manager will develop and execute projects that...
Job Summary: The New Account Opening/Repapering Analyst is the paperwork and account opening specialist for NewEdge Securities, the Broker Dealer affiliate of NewEdge Capital. This includes accounts held at National Financial Services (NFS) as well as accounts held...
Job Summary: The Payroll Specialist will take direction from the Payroll & HRIS Supervisor in carrying out key responsibilities in the completion of payroll processing, ensuring that bi-weekly payroll, quarterly and annual bonus program pay, and commission pay is...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
Job Summary: As a Sr. Business Systems Analyst you’ll drive the transformation of complex business needs into innovative technical solutions that power the technology platforms at NewEdge Capital Group. You’ll serve as a technical subject matter expert and a crucial...
Job Summary: NewEdge Advisors is looking for an entrepreneurial-minded Regional Director of Business Development with a positive attitude who enjoys networking, sourcing, and recruiting qualified advisors while meeting the needs of our current advisor base. As a...
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...
Job Summary: NewEdge Advisors is looking for an entrepreneurial-minded Regional Director of Business Development with a positive attitude who enjoys networking, sourcing, and recruiting qualified advisors while meeting the needs of our current advisor base. As a...
The Business Analyst will serve as a key link between business needs and technical solutions by analyzing business processes, data and requests, then translating them into actionable technical artifacts. This role involves gathering requirements, designing solutions,...
Job Summary The role of the Human Resources Business Partner is a strategic role in the growth and success of a designated client area within EdgeCo Holdings. The Human Resources Business Partner (HRBP) is responsible for delivering human resources programs and...
Job Summary: PensionPro Software is seeking a Sr. Data Engineer with extensive experience in Azure cloud services, data integration, and data transformation to lead the development and maintenance of our advanced data solutions. The ideal candidate will have a proven...
Job Summary: NewEdge Wealth is seeking a Vice President, Compliance to help oversee and enhance the firm’s compliance program. This role will work closely with the advisory, legal, operations, IT, and other support teams, ensuring the firm meets its regulatory...
Job Summary: The Payroll Specialist will take direction from the Payroll & HRIS Supervisor in carrying out key responsibilities in the completion of payroll processing, ensuring that bi-weekly payroll, quarterly and annual bonus program pay, and commission pay is...
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...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Technical Business Analyst, reporting to the Trust & Custody Solutions Manager, will gather and document business and user requirements pertaining to new features for, and enhancements to, American Trust Custody’s web-based financial platform, and...
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. This is a hybrid position in Lexington, KY. ...
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. This is a hybrid position in Cordova, TN, working 3 days per...
Job Summary: The Marketing Manager will be responsible for developing and managing campaigns, content, and collateral that support the continued growth and expansion of the business. Equal parts strategy and execution, in this role you will lead the creation of...
NewEdge Capital Group is seeking an experienced Event & Sponsorship Marketing Manager to lead our premium event programming and strategic sponsorship initiatives. This role will be responsible for creating and executing exceptional experiences for elite financial...
Job Summary: As a Marketing Coordinator, every day is different. You will have the opportunity to work across many subject areas, including marketing campaigns, business development support, social media, event planning, and more. The ideal candidate for this position...
Job Summary: As a Marketing Coordinator, every day is different. You will have the opportunity to work across many subject areas, including marketing campaigns, business development support, social media, event planning, and more. The ideal candidate for this position...
Job Summary: NewEdge Capital Group is looking for a highly skilled service-minded Billing Specialist with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base and their clients. As a rapidly growing company, the ideal candidate is...
Job Summary: The Product Specialist with PensionPro Software is an advanced user of our product and is experienced in the TPA industry. The Product Specialist is responsible for ensuring that the setup of purchased software meets clients’ technical and operational...
Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various...
Job Summary: The Client Administrative Specialist (CAS) participates in and supports the integrated delivery of a broad range of investment, personal trust, and financial planning services to a challenging and sensitive portfolio of affluent and mass affluent clients....
Job Summary: The Associate General Counsel will work alongside the other members of the legal department in providing legal support to all business units of EdgeCo Holdings, Inc. (the “Company”), including its wealth management, retirement plan investment and...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: NewEdge Advisors is looking for a highly skilled service and operations-minded Manager of Account Administration to manage the client account onboarding process, account maintenance and compliance oversight of new account data. The ideal candidate has...
Job Summary: NewEdge Advisors (NEA) is looking for a highly skilled service-minded associate with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base & home office staff. Financial Analyst will report directly to the M&A...
Job Summary: NewEdge Advisors is looking for a highly skilled service-minded Business Development Internal Regional Director with a positive attitude who enjoys problem solving and meeting the needs of our growing office. The Business Development Internal Regional...
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...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: The Requirements Analyst position with PensionPro Software works as a design team member helping facilitate standards and communications between Subject Matter Experts, Stakeholders and Dev Team Leads. The Requirements Analyst understands the product and...
Job Summary All retirement plans must satisfy annual coverage, non-discrimination, and disclosure requirements on an annual basis. This position is mainly responsible for supporting employer contributions, coverage testing, nondiscrimination testing, and preparing...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
Job Summary All retirement plans must satisfy annual coverage, non-discrimination, and disclosure requirements on an annual basis. This position is mainly responsible for supporting employer contributions, coverage testing, nondiscrimination testing, and preparing...
Job Summary: The Benefits Analyst & Leave Administrator with EdgeCo Holdings (the “Company”) is the go-to person for all things health and welfare related for our Company of approximately 800 employees, ensuring the smooth operation of our employee...
Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various...
Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various...
Job Summary The Fund Accountant for American Trust Wealth will perform administrative and accounting duties for a local government investment pool. Duties include maintaining financial data and recordkeeping, processing income distributions, daily participant funding,...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Summary: In this role, the Senior Director reports to the Chief Experience Officer and oversees the advisor experience for all independently affiliated advisors (1099 teams). The Senior Director, Advisor Experience has a wide range of strategic responsibilities,...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary American Trust Custody is looking for an experienced Application Support Analyst to join the Trust & Custody Tech Ops team. The Application Support Analyst is part of the Tech Ops, Application Development team, and will be responsible for technical...
Job Summary: The Transition Specialist is responsible for consulting with clients and overseeing the conversion of retirement plans to the organization’s recordkeeping system and facilitate the accurate transfer of the plan’s assets. This position responds to...
Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...
Job Summary American Trust Custody is looking for an experienced Application Support Analyst to join the Trust & Custody Tech Ops team. The Application Support Analyst is part of the Tech Ops, Application Development team, and will be responsible for technical...
Job Summary At NewEdge Advisors, we’re committed to our clients. We’re searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and best-in-class client service. The ideal candidate shares our...
Job Summary: The Manager of Client Services is responsible for leading a team of supervisors and Client Service Managers. The team’s day to day role is primarily focused on being the client liaison for our operations and service experience, along with...
Job Summary This position specializes in the Recordkeeping and Relius Administration/Operational functions for all types of retirement plans and participant level accounting methodologies (Daily “Unitized” Accounting, Balance Forward “Accrual” Accounting and or ESOP...
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,...
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,...
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Analyst, you will interface with clients and prospective...
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...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: The Plan Maintenance Specialist is responsible for reviewing Plan setup for requests received to update and maintain Relius & systems used to administer plan provisions. Research & resolve client concerns related to the functionality of the...
Job Summary The Sr. Accountant will be part of the corporate Accounting & Finance department and will be responsible for maintaining the financials and all related transactions for NewEdge Wealth, LLC in accordance with GAAP, completing all relevant month-end...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary: NewEdge Capital Group is seeking a skilled and proactive Salesforce Administrator to join our Software Development team. This role will serve as a key liaison between the business unit and the Salesforce development team, ensuring seamless support and...
Job Summary: The Business Analyst Team Lead will play a dual role as both a hands-on business analyst and a tactical lead for other business analysts on the team. The ideal candidate will have strong experience in Salesforce and be skilled in back-office automation,...
Job Summary: The Business Analyst Team Lead will play a dual role as both a hands-on business analyst and a tactical lead for other business analysts on the team. The ideal candidate will have strong experience in Salesforce and be skilled in back-office automation,...
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