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NewEdge AdvisorsNew Orleans, LA, United States- Full-time
Job Summary :
NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time and resources to focus on their clients and practices. We do this by striving to make our advisors’ challenges our own. Supporting our advisors is our only success.
We provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their attention where it matters most, their clients. When advisors choose to become independent, many believe that the best way to run their practice efficiently and profitably is through partnership, economies of scale and shared resources. NewEdge Advisors serves this market.
NewEdge Advisors (NEA) is looking for a highly skilled leader with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base & home office staff.
The Director of Operations will be a key leader within the firm, responsible for overseeing and optimizing core operational functions, including custodial operations & onboarding, account administration, data management, billing, and advisor compensation. Reporting to the Chief Operating Officer, this individual will lead efforts to enhance operational efficiencies, ensure regulatory compliance, and drive process automation to support the firm’s continued growth.
Location : The ideal candidate will be in the New Orleans, LA, area. Remote candidates are encouraged to apply.
Responsibilities :
Operational Leadership & Process Optimization
- Enhance, automate, and streamline operations processes to improve efficiency and accuracy.
- Project manage firm-wide operations initiatives, including transitioning to a singular operations & service platform and implementing new workflows identified by RIA leadership.
- Collaborate with key stakeholders to analyze and optimize technology use across the firm, particularly in systems such as Softek Nexus & Quantum, Orion, AdvisorBOB, and Salesforce.
Custodial Operations & Client Onboarding
Billing, Compensation & Data Management
Training & Development
Qualifications :
Who We Are :
EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.
What We Offer :
Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).
Applications will be accepted on an ongoing basis.