Company Intro: EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and...
Careers
Wealth Strategist (CT, Stamford)
Job Locations: All Company Locations to include Pittsburgh, PA, Stamford, CT, New Orleans, LA, Miami, FL, or Remote Job Summary: The NewEdge Wealth Strategist plays a key role in the over-all success and business development of the business. This individual will serve...
Staff Accountant-Custody Asset Movement & Control (PA, Pittsburgh)
Job Location: PA, Remote Job Summary: The Custody Asset Movement & Control Staff Accountant will be a valued member of a team committed to servicing our retail and institutional clients by going above and beyond in meeting their expectations. We are looking for...
Treasury Management Representative (PA, Pittsburgh)
Job Location: Pittsburgh, PA Job Summary: The Treasury Management Representative's responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to...
Relationship Manager (Remote, USA)
Location: Remote About NewEdge Advisors: NewEdge Advisors is a rapidly growing multi-custody (LPL, Fidelity, Schwab, Raymond James) partnership RIA built by advisors for advisors to give elite independent advisory practices a better way to serve clients. The NewEdge...
Client Service Associate (CT, Stamford)
Location: Stamford, CT Job Summary 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...
Client Service Associate (FL, Miami)
Job Location: Miami, FL 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...
Operations Specialist (PA, Pittsburgh )
Job Location: Pittsburgh, PA Job Summary: The Operations Specialist is a member of the Wealth Management Services Group and supports financial advisors and asset managers on our broker, advisory and trust platforms Duties/Responsibilities: May assist in training newly...
Project Manager (PA, Pittsburgh)
EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust &...
Treasury Management Representative (PA, Pittsburgh)
Job Location: Pittsburgh, PA Job Summary: The Treasury Management Representative's responsibilities include maintaining customer reports and related accounting documentation. You will also be assisting the Treasury Management Manager as needed and respond to...