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...
Careers
Transition Manager (LA, New Orleans)
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...
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,...
Paralegal (NY, New York City)
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...
Financial Business Partner (LA, New Orleans)
Job Summary: NewEdge Advisors (NEA) is seeking a highly skilled, service-minded Financial Business Partner with a positive, solutions-oriented approach. This role serves as a financial point of contact for the RIA, working directly with advisors, home office staff,...
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...
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...
Custodial Operations Manager (CT, Stamford)
Job Summary: A skilled professional with 5+ years of experience in wealth management operations, preferably with familiarity with a variety of custodians. This individual must be a strategic thinker, problem solver, and a team player. The NEW Custodial Operations...
Desktop Support Specialist (NY, New York City)
Job Summary: The Desktop Support Specialist is a hands-on technical role, responsible for working with a team supporting, implementing and maintaining the organization’s IT infrastructure and applications. Location: New York, NY We are interested in qualified...
Senior Operations Analyst – Managed Accounts (PA, Pittsburgh)
Job Summary: The Sr. Operations Analyst – Managed Accounts 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...