Job Summary: The Insurance Analyst at NewEdge Family Office 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 and...
Careers
Analyst, Insurance (CT, Stamford)
Job Summary: The Insurance Analyst at NewEdge Family Office 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 and...
Investment Performance Reporting Analyst (PA, Pittsburgh)
Description The Investment Performance Reporting Analyst role supports the firm’s reporting infrastructure by performing data management functions related to account set-up, data input, general administration and reconciliation of the firm’s portfolio reporting...
Azure Architect (Remote, USA)
Job Summary: We are seeking a highly skilled Azure Architect (Software Engineering focus) to join our team at NewEdge Capital Group. This role is ideal for someone who combines strong hands-on engineering abilities with architectural leadership, particularly in...
Executive Assistant (FL, Boca Raton)
Job Summary: The position of Executive Assistant is a dynamic role with a diversified number of assigned daily tasks. The primary responsibility of this position is to provide administrative support to our team. Additional duties include coordinating meetings,...
Insurance Supervisor (NY, New York City)
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,...
Insurance Supervisor (CT, Stamford)
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,...
Data Analyst – Reporting (PA, Pittsburgh)
Description The Data Analyst role supports the firm’s reporting infrastructure by performing data management functions related to account set-up, data input, general administration and reconciliation of the firm’s portfolio reporting software system (Orion). This role...
Private Placement Life Insurance Specialist (CT, Stamford)
Job Summary: The PPLI Specialist will be responsible for structuring, implementing, and managing Private Placement Life Insurance (PPLI) portfolios for clients of NewEdge Wealth This role requires deep technical knowledge of PPLI structures, strong communication...
Analyst, Reporting Experience (PA, Pittsburgh)
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...