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...
Careers
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...
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...
Analyst, Reporting Experience (CT, Stamford)
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...
Sr. Accountant (PA, Pittsburgh)
Job Summary The Sr. Accountant will be part of the Accounting & Finance department and will be responsible for maintaining the financials and all related transactions for NewEdge Advisors, LLC in accordance with GAAP, completing all relevant month-end closing...
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: Midtown East - 5 minute walk from Grand Central We...
Client Service Associate (SD, Pierre)
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and Dakota Partners. As a Client Service Associate, you will interface with clients and prospective...
Client Service Associate (NY, New York City)
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 (NY, New York City)
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 the three senior executives of our New York City-based family office...
Portfolio Strategist (CT, Stamford)
Job Summary: This role encompasses supporting the investment team across multiple areas with a focus on portfolio construction and manager research. Within portfolio construction, the role requires building customized portfolio’s for clients and prospects in...