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...

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...

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...

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...

Job Summary NewEdge Advisors, LLC is a SEC-registered investment advisory firm specializing in serving a nation-wide base of high-net-worth investment advisors. We manage approximately $37 billion in advisory assets and are committed to delivering exceptional...

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...

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...

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...

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...

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...

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...

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,...

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,...

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,...