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%)...
Careers
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...
Associate Trader (PA, Pittsburgh)
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...
Operations Associate – Trading (LA, New Orleans)
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...
Client Service Analyst (Tennessee, Franklin)
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...
Client Service Analyst (TN, Knoxville)
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,...
Analyst, PPLI (CT, Stamford)
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...