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: For the summer of 2025, Intern opportunities have been identified in four departments at NewEdge Wealth: Investments, Wealth Strategy, Client Service and Finance. Intern Job Duties/Responsibilities: Understands the overall concept of the company,...
Job Summary: The M&A Manager position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management and is critical to executing the company’s growth strategies. The M&A Manager will lead the day-to-day...
Job Summary This position specializes in the recordkeeping and administration of ESOP/KSOP retirement plans. Primary responsibilities are to analyze incoming data requests and necessary ESOP/401k transactions and effectively implement strategies to complete these...
Job Summary New Edge Capital Group is seeking a results-oriented individual to drive lead generation through branch referral programs. As a Business Development Associate, you will be responsible for building relationships with financial advisors, helping them...
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 This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and communicate...
Job Summary: The Solutions Architect provides technical expertise throughout any or all steps of the software development lifecycle and is part of a diverse technical team that operates both onshore and offshore. The Solutions Architect ensures the success of projects...
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 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 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 M&A Manager position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management and is critical to executing the company’s growth strategies. The M&A Manager will lead the day-to-day...
Job Summary The Senior Quality Assurance Analyst, reporting to the QA Manager (PMO), will work with business and development teams to define, design, document and execute functional, regression tests to ensures that new and existing systems and features and...
Job Summary: The Solutions Architect provides technical expertise throughout any or all steps of the software development lifecycle and is part of a diverse technical team that operates both onshore and offshore. The Solutions Architect ensures the success of projects...
Job Summary The Distribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of distributions. The Distribution Specialist is also responsible for managing timing expectations for all transactions as...
Job Summary: The Operations Specialist will have a variety of assigned tasks and will provide support for multiple departments across American Trust. The primary support will be for the Wealth Management department by keying accurate and timely data for client...
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 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 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 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: The Reconciliation Specialist performs routine high volume, time sensitive reconciliations requiring research and problem-solving skills. The Reconciliation Specialist monitors and resolves exception using various resources to ensure both cash and...
Job Summary This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and communicate...
Job Summary The Distribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of distributions. The Distribution Specialist is also responsible for managing timing expectations for all transactions as...
Job Summary: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control. Duties/Responsibilities: Ability to perform or quality review nondiscrimination testing and...
The Staff Accountant with American Trust 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 closing entries...
The Financial Analyst position with EdgeCo Holdings is a role that will have direct exposure to EdgeCo’s senior management. The Financial Analyst will spend the majority of the time on financial planning & analysis initiatives. This position is headquartered in...
The Financial Analyst position with EdgeCo Holdings is a role that will have direct exposure to EdgeCo’s senior management. The Financial Analyst will spend the majority of the time on financial planning & analysis initiatives. This position is headquartered in...
Job Summary NewEdge Wealth (NEW) is a leading wealth management organization focused on leveraging best-in-class technology solutions while combining world class investment capabilities with superior client service. NEW is an expert in serving Ultra High Net worth...
Job Summary NewEdge Wealth (NEW) is a leading wealth management organization focused on leveraging best-in-class technology solutions while combining world class investment capabilities with superior client service. NEW is an expert in serving Ultra High Net worth...
Job Summary: The Commission Analyst with NewEdge Capital Group is part of the company’s accounting/finance department and is responsible for the calculation and payment of commissions to the Company’s Advisors and Registered representatives. The Commission Analyst...
Job Summary: As the VP of Software Development, you will provide strategic leadership in setting the technology vision, strategy, and roadmap for critical development teams. You will drive technical excellence by overseeing the design, development, and operations of...
Job Summary: Opportunity for the ideal OPEB Consulting Actuary who enjoys both consulting to clients and digging into the numbers. Depending on the level of the candidate, they will either be expected to develop or assist with developing new business. Consultant will...
Job Summary The Retirement Plan 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,...
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: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. The Onboarding Coordinator will be responsible for setting up new clients in the FxC sytems, establishing client folders,...
Job Summary FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs,...
The Staff Accountant with American Trust 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 closing entries...
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 Retirement Plan 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,...
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 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....
Job Summary We are seeking a knowledgeable and proactive Compliance Analyst with 2-4 years of experience at an investment advisor and specific experience with the Investment Advisers Act. The ideal candidate will assist in implementing and overseeing compliance...
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 Accounting Manager with EdgeCo Holdings will be a member of the corporate Accounting & Finance team, reporting to the VP of Finance. The Accounting Manager will be responsible for leading daily and monthly closing processes at the parent company...
Job Summary: The Service Experience Associate will be an integral part in assisting advisory teams with every challenge, question, or issue they may encounter. Whether it’s collaborating with New Edge Advisors or managing their various custodial partnerships,...
Job Summary As a Fixed Income Trader, you will work closely with the entire Trading team to access external liquidity in fixed income markets in order to execute trades for our PMs overseeing both internal and external strategies, and New Edge advisors. Sources of...
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 Sr Retirement Plan 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,...
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 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 NewEdge Advisors is a rapidly growing multi-custody (LPL Financial, Fidelity, Charles Schwab, Raymond James, & Goldman Sachs) partnership RIA built by advisors for advisors to give elite independent advisory practices a better way to serve clients. The...
Job Summary: The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on...
Job Summary: NewEdge Capital Group and its subsidiaries provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their...
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: This position is responsible for performing compliance nondiscrimination testing and Form 5500 reporting for our clients’ defined contribution plans and some communication with the client. This is required to assure that retirement plans remain qualified,...
Job Summary The Retirement Plan 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,...
Job Summary: The Accounting Manager with EdgeCo Holdings will be a member of the corporate Accounting & Finance team, reporting to the VP of Finance. The Accounting Manager will be responsible for leading daily and monthly closing processes at the parent company...
Job Summary: The Accounting Manager with AmericanTCS will oversee general accounting operations by recording, reviewing and verifying financial transactions. Responsibilities include overseeing the work produced by staff members, reconciling account balances,...
Job Summary: The Accounting Manager with AmericanTCS will oversee general accounting operations by recording, reviewing and verifying financial transactions. Responsibilities include overseeing the work produced by staff members, reconciling account balances,...
Job Summary: The Plan Maintenance Specialist is responsible for processing plan-level transactions, to include adjustments, fund share class changes, fund changes, investment model changes, investment default changes, plan mergers and spinoffs, and contact changes....
PensionPro Software is looking for a tech-savvy, enthusiastic individual who is eager to learn and provide exceptional customer service for our clients! The perfect fit for this position will be someone that loves to help people and has a knack for problem-solving or...
The Accounts Payable Specialist will be a member of the corporate Accounting & Finance team. The AP Specialist will be responsible for administrative and accounting tasks related to the maintenance and processing of accounts payable transactions. Location:...
Job Summary: NewEdge Capital Group and its subsidiaries provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their...
Job Summary: The Service Experience Associate will be an integral part in assisting advisory teams with every challenge, question, or issue they may encounter. Whether it’s collaborating with New Edge Advisors or managing their various custodial partnerships,...
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 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 The Retirement Plan 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,...
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: As a Sr. Operations Support Specialist on the fee processing team, you will be responsible for data entry, analysis, transaction processing, fee-related research requests and reconciliation activities for retirement plan accounts. This position also...
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: This position specializes in the compliance of ESOP qualified retirement plans. Primary responsibilities are to assist with plan administration and quality control of recordkeeping and administration. Duties/Responsibilities: Responsible for the overall...
Job Summary: The 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...
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 NewEdge Wealth Client Service Analyst is responsible for enhancing the client experience by providing reporting and marketing support to a team of Advisors and UHNW clients in Stamford, CT. As a Client Service Analyst, you will interface with clients...
Job Summary: The Director of Information Security with EdgeCo Holdings, reporting to the company’s Chief Information Officer, is a critical role, responsible for establishing, implementing, monitoring and enforcing a corporate-wide information security management...
Job Summary: The Senior Operations Specialist is a member of the Trust Administration team and supports financial advisors and asset managers on our advisory and trust platforms. The primary focus is on new account setups including individual retirement accounts...
Job Summary: The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on...
Job Summary: The Institutional Retirement Service Representative facilitates the efficient operations of the of the Institutional Trust Operations department and serves as the day-to-day contact for Third Party Administrators / Record-Keepers ...
Job Summary The Retirement Plan 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,...
Job Summary The Retirement Plan 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,...
Job Summary: American Trust provides 401(k) plans and servicing for growing businesses. As a Retirement Plan Manager, you will build strong working relationships with clients and advisors and utilize your experience in the 401(k) industry to ensure plan, and...
Job Summary: The Financial Systems Analyst will be a member of the corporate Shared Technology Finance team. The Financial Systems Analyst will be responsible for leading technology integration of all financial management and accounting software to ensure efficient...
Job Summary: American Trust seeks a motivated Site Reliability Engineer (SRE) that thrives in a rapidly evolving technology environment. As part of the SRE Team, you will foster a culture of SRE for horizontal activities and DevOps for products and tools across our...
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 Staff Accountant will be a member of the corporate Accounting & Finance team, reporting to the Accounts Payable Manager. The Staff Accountant will be responsible for the accounting tasks related to the maintenance and processing of accounts payable...
Job Summary: The Senior Associate – Finance position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo’s senior management. The Senior Associate should expect to split their time between driving forward FP&A objectives and...
Job Summary: The Trust Administrative Assistant facilitates the efficient operation of the Institutional Retirement Trust Operations department by performing a variety of clerical and administrative tasks Duties/Responsibilities: Takes phone calls from clients...
Job Summary The Retirement Plan 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,...
Job Summary: The Sr. Software Engineer will be responsible for designing, developing, and integrating business solutions and software for American Trust Custody. This position will be part of an Agile development team, building and working on enterprise-grade software...
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: American Trust Retirement, is currently seeking an Operations Analyst to join the team. As the Operations Analyst, you will leverage your analytical skills to resolve client issues related to the functionality of the systems used in administering their...
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 Pittsburgh, PA, working 3 days...
Job Summary: The Benefits Analyst with EdgeCo Holdings (the “Company”) is responsible for managing and optimizing our employee benefit programs. You will work closely with the HR team and benefit brokers to ensure our employees receive top-notch benefits...
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 documentation...
Job Summary: The Director of Information Security with EdgeCo Holdings, reporting to the company’s Chief Information Officer, is a critical role, responsible for establishing, implementing, monitoring and enforcing a corporate-wide information security management...
Job Summary: The Operations Specialist will have a variety of assigned tasks and will provide support for multiple departments across American Trust. The primary support will be for the Wealth Management department by keying accurate and timely data for client...
Job Summary The Senior Accounts Payable Accountant will be a member of the corporate Accounting & Finance team. The Senior Accounts Payable Accountant will be responsible for administrative and accounting tasks related to the maintenance and processing of accounts...
Job Summary: NewEdge Advisors is looking for a highly skilled service-minded Compensation 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: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and Reinke Gray Wealth Management. As a Client Service Associate, you will interface with clients and...
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...
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