Job Summary: This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams,...
Careers
Analyst, Alternative Investments, Operations & Reporting (CT, Stamford)
Job Summary: This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams,...
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...
Life Insurance Product Specialist (NY, New York City)
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...
Client Service Associate (TN, Knoxville)
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...
Executive Assistant (CT, Stamford)
Job Summary: The position of Executive Assistant is a dynamic role with a diverse number of assigned daily tasks. The primary responsibility of this position is to provide administrative support to a senior executive based in the Stamford, CT office. Additional duties...
Vice President, Concierge & Lifestyle Services (NY, New York City)
Job Summary: The Vice President of Concierge & Lifestyle Services (“VP”) is responsible for building and overseeing a best-in-class concierge platform for ultra-high-net-worth families. Rather than directly executing travel, event, security, or health-related...
Life Insurance Product Specialist (CT, Stamford)
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...
Direct Alternative Investments Due Diligence and Research Specialist (NY, New York City)
Job Summary: This role encompasses ongoing oversight on primary PE fund investments, direct deals and co-investments for our Family Office Group. This includes continuous analysis and reporting for our most sophisticated client’s alternative investment portfolios...
Associate, Technology Experience (CT, Stamford)
Job Summary: The Technology Experience role supports the firm’s overall adoption and utilization of technology by way of training and onboarding. This role is responsible for producing training content and materials, live training sessions, and coordination across...