Job Summary: NewEdge Advisors (NEA) is seeking a highly skilled, service-minded Finance Manager with a positive, solutions-oriented approach. This role serves as a financial point of contact for the RIA, working directly with advisors, home office staff, and the...
Careers
Broker-Dealer Operations Specialist (PA, Pittsburgh)
Job Summary: The Broker-Dealer Operations Specialist will support the managed account onboarding and tracking function within the operations team. The operations team provides back-office support to ultra-high net-worth investment advisors that are associated with...
Compliance Associate (CT, Stamford)
Job Summary: NewEdge Wealth, a division of NewEdge Capital Group, LLC, is seeking a highly motivated and experienced Associate, Compliance to join its growing team. This individual will play a critical role in supporting and overseeing day-to-day compliance activities...
Summer 2026 Internship Program ? NewEdge Advisors (LA, New Orleans)
Program Overview NewEdge Advisors is offering a dynamic Summer 2026 Internship Program designed to provide hands-on experience across key areas of our business. Interns will gain exposure to the financial services industry while contributing to meaningful projects...
Investment Solutions Advocate (LA, New Orleans)
Position Summary The Investment Solutions Consultant is a client-facing sales and consulting role responsible for driving platform growth, supporting advisor relationships, and serving as the primary investment reference for affiliated and prospective independent RIA...
Advisor Experience Coordinator (LA, New Orleans)
Position Overview The Advisor Experience Coordinator is a critical execution role within the NewEdge Advisors Strategy and Communications team — with event coordination and event communications at the core of the work. The majority of this role (approximately 50–60%)...
Strategic 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,...
Analyst, Salesforce Reporting (CT, Stamford)
Job Summary: The Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and...
Analyst, Salesforce Reporting (PA, Pittsburgh)
Job Summary: The Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and...
Associate, Client Service (FL, Coral Gables)
Job Summary: The Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Needs to become familiar with firm policy, procedures and technology. Will...