Job Summary: The Portfolio Strategist 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 by working with the...
Careers
Compliance Supervisor – Broker Dealer (PA, Pittsburgh)
Job Summary: Growing, dynamic, entrepreneurial broker dealer seeking an experienced, self-motivated, outgoing Compliance Supervisor who enjoys working in a team environment while executing responsibilities independently. In particular, we are looking for someone who...
Sr. Business Analyst (Remote, USA)
Position Summary As a Sr. Business Analyst at NewEdge Capital Group, you will lead the strategic analysis and delivery of Salesforce-based solutions and Enterprise Systems that support our financial services operations. You’ll serve as a key liaison between business...
Analyst, Alternative Investments, Operations & Reporting (NY, New York City)
Job Summary: This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams,...
Analyst, Alternative Investments, Operations & Reporting (CT, Stamford)
Job Summary: This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams,...
Vice President, Alternative Investments, Manager Due Diligence (NY, New York City)
Job Summary: This role encompasses leading sourcing, evaluation and analysis of prospective fund investments, direct deals and co-investments for our Family Office Alternative Investment Platform. This includes sourcing deals and funds across asset classes including...
Life Insurance Product Specialist (NY, New York City)
Job Summary: The Life Insurance Product Specialist role will support fixed and variable life insurance policy structuring, implementing, and servicing across our insurance platform within our RIA and affiliated broker-dealer. You will partner directly with advisors...
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...
Executive Assistant (CT, Stamford)
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 a senior executive based in the Stamford, CT office. Additional duties...
Vice President, Concierge & Lifestyle Services (NY, New York City)
Job Summary: The Vice President of Concierge & Lifestyle Services (“VP”) is responsible for building and overseeing a best-in-class concierge platform for ultra-high-net-worth families. Rather than directly executing travel, event, security, or health-related...