Job Summary: The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage...
Careers
Wealth Strategist (NY, New York City)
Job Summary: The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage...
Associate, Client Service (TX, Houston)
Job Summary: The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Houston, Texas. In this role, you will work...
Technology Training & Support Specialist (Remote, USA)
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...
Analyst, Client Service (NY, New York City)
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,...
Finance Manager (PA, Pittsburgh)
The Finance Manager position with NewEdge Capital is a newly established role that will have direct exposure to NewEdge’s senior management. The Finance Manager should expect to spend the majority of their time driving forward FP&A objectives and working closely...
Executive Assistant / Receptionist (LA, New Orleans)
Position Overview The Executive Assistant / Receptionist is a key member of the NewEdge Advisors team responsible for supporting senior leadership, maintaining a professional front-office experience, and ensuring the smooth day-to-day administrative operations of our...
Business Analyst – Development & Delivery (Remote, USA)
About the Role NECG is a rapidly scaling wealth management firm operating across four business units — NECG, NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Our small Development & Delivery team builds the technology behind that growth, at a pace where...
Transition Manager (Remote, USA)
Job Summary: The point of contact for all transitions to the RIA platform and Custodian(s) for NewEdge Advisors. The Transition Manager would be a key service member in onboarding teams. The Transition Manager will interface with prospective clients, existing clients...
Project Manager – Wealth Management Technology (Remote, USA)
About the Role NECG is a rapidly scaling wealth management firm operating across four business units — NECG, NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Our small Development & Delivery team builds the technology behind that growth, at a pace where...