Careers

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...

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...

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...

Job Summary: The Associate Trader will assist our team of Traders with the daily activities associated with trading Equity, Fixed Income and other various securities.   Location: Hybrid to Pittsburgh, PA   Duties/Responsibilities: Handle the operational and...

Job Summary: The Operations Associate – Trading serves as the critical interface between the trading desk and the firm's advisor network. This role protects the trading team's focus and execution capacity by owning advisor communications, managing post-trade...

Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs, resolve their...

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 Private Placement Life Insurance Analyst at NewEdge is responsible for analyzing and evaluating insurance policies, programs, and data and providing recommendations to advisors and management. This role bridges complex data and business application...

Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to the team. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs,...

Job Summary: As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be...