Transition Project Manager

Job Summary:

In this role you would be the point of contact for all transitions to the Broker Dealer and RIA platform for NewEdge Wealth.

Responsibilities:

Project Management:

The NewEdge Wealth Transition Project Manager will develop and execute projects that support NewEdge Wealth and NewEdge Securities businesses to cover all onboading tasks. This role is accountable for ensuring that project management practices align with strategic goals and are executed consistently across both business units. The individual will lead initiatives to develop and implement repeatable, scalable processes that enhance alignment and transparency throughout the organization, including meeting organization to cover all onboarding tasks, pre-meeting agendas, notes logged, and meeting minutes sent post call. In addition to scheduling and hosting calls you will also be required to organize outstanding items, follow up with the task list and ensure it gets completed timely.

Transitions

The job includes coordinating the areas of Office Space, Technology, Registration, Compliance, Marketing, Human Resource, Trading, Billing and Compensation related to ultra-high net worth transitions. The duties may include, but are not limited to, providing pre- and post-transition administrative support, maintaining training materials, tracking the onboarding process, and providing transition progress reports to Senior Management. An understanding and collaboration will be required to liaise with back-office staff and custodians. During a transition, the assistance is multi-pronged: traveling onsite and helping the team send out paperwork while also supporting New Account in account opening and submitting transfers. At the conclusion of each transition, an off-boarding intake report will be filed for future development and a thoughtful handoff to NewEdge Wealth’s Trainer to occur.

Operations

The role includes serving as a point of contact for the service & operations teams to resolve client and advisor support inquiries, pointing and assisting to the development of our Learning Hub, and aiding in the development of tracking projects associated with operational workflows. This may look like running a report of NIGO paperwork or highlighting opportunities by reviewing data in Salesforce and Orion. The role includes managing the access to rep/g numbers as well as entitlements.

Skills & Qualifications:

• Proven ability to lead teams and drive alignment while delivering complex projects.
• Strong leadership skills with experience guiding collaborative teams in a high-growth environment.
• Exceptional communication skills, with the ability to engage and influence senior stakeholders.
• Advanced problem-solving and analytical capabilities, with expertise in risk management and conflict resolution.
• Ability to manage competing priorities in a fast-paced, dynamic environment.
• Self-starter with a proactive approach to leadership and project management

Experience & Requirements:

• 2-5 years of project management experience
• BS/BA degree in Business, Finance, Engineering, or a related field.
• 3 years of experience managing medium to large-scale, complex projects.
• Securities industry experience within organizations providing investment advisory services is preferred.
• Advanced knowledge of project and portfolio management tools and methodologies.
• PMP certification or equivalent is highly desirable.
• FBI background check required
• Must have the ability to travel to perform required transition functions.

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 $60 billion in client assets and support over 350 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