NewEdge Capital Group Jobs in United States

NewEdge Advisors LLC is a SEC-registered investment advisory firm specializing in serving a nation-wide base of high-net-worth investment advisors.We manage approximately $37 billion in advisory assets and are committed to delivering exceptional financial stewardship and client s ...

NewEdge Securities es un broker-dealer registrador del rápido crecimiento en la gestión de riqueza firm New Edge Capital Group busca un líder altamente calificado con actitud positiva quién destaca en resolver problemas y satisfacer las necesidades de nuestra base asesora & perso ...

Job Summary: · The Insurance Supervisor is responsible for the day-to-day supervision and oversight of insurance business conducted through NewEdge Securities or an IMO. This includes Private Placement Life Insurance (PPLI), variable and fixed life and annuity products, as well a ...

The Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. · ...

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 and our back ...

Job Summary: · The Reporting Experience role supports the firm's reporting infrastructure by building, managing, and enhancing the reporting processes across the following systems: portfolio reporting management software (Orion), CRM (Salesforce), and relevant custodial platforms ...

Job Summary: · NewEdge Securities, the registered broker-dealer arm of the rapidly growing wealth management firm, New Edge Capital Group, is looking for a highly skilled leader with a positive attitude who excels at problem-solving and meeting the needs of our advisor base & bac ...

Job Title: Insurance Supervisor · Job Summary: · The role involves overseeing daily insurance operations across NewEdge Wealth's platform. · Supervise all insurance activities conducted through NewEdge Securities or an Introducing Broker-Dealer (IBD) · Maintain compliance with FI ...

Analyst, Alternative Investments, Operations · This role encompasses operations administration onboarding and reporting on alternative investments across NewEdge Investment Solutions supporting our Family Office Group. · The successful candidate will ensure smooth onboarding of n ...

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 but not lim ...

Position Overview · The Associate of Concierge & Lifestyle Services is responsible for working with the NewEdge Family Office leadership to develop a best-in-class concierge platform for ultra-high-net-worth families. Rather than directly executing travel, event, security, or hea ...

Growing dynamic entrepreneurial broker dealer seeking experienced self motivated outgoing Compliance Supervisor who enjoys working in team environment while executing responsibilities independently. · ...

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 NewEdge Capi ...

NewEdge Advisors LLC is a SEC registered investment advisory firm specializing in serving high net worth investment advisors. The Senior Accountant will support the financial operations of the firm ensuring accurate reporting and timely execution of accounting functions. · ...

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 clients, ant ...

Job Summary: · NewEdge Securities, the registered broker-dealer arm of the rapidly growing wealth management firm, New Edge Capital Group, is looking for a highly skilled leader with a positive attitude who excels at problem-solving and meeting the needs of our advisor base & bac ...

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 and Financial Repor ...

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 Client Serv ...

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 NewEdge Capit ...

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 NewEdge Capit ...