Portfolio Operations & Platform Specialist
NewEdge Wealth LLC.
NewEdge Wealth LLC. is looking for a Portfolio Management Associate in New Orleans, LA, to provide operational and analytical support to the Investments & Wealth Solutions Division. Ideal candidates should have experience in financial services, excellent organizational skills, and familiarity with multi-custodial RIA platforms. Responsibilities include supporting portfolio management and compliance while working alongside advisors to ensure seamless solutions for client transitions. The position requires strong communication skills and attention to detail. #J-18808-Ljbffr NewEdge Wealth LLC.
Vacancy posted 2 days ago
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