Do you want to explore what a career in serving the investment needs of sophisticated families and institutions might offer? If so, there’s an opportunity in our Atlanta office.

Edge Capital is a top financial advisory firm that assists individuals, families, and institutions by creating unique investment management solutions. Independent and employee-managed, our objective advice is tailored to suit each client. We recognize that everyone has a unique story and that the immediate and long-term goals of each client are different.

ESSENTIAL RESPONSIBILITIES:

• Management of separately managed, short-duration, investment-grade fixed income portfolios, for Edge’s high net worth and institutional clients
• Monitor cash levels and maturities in portfolios for redeployment
• Handle trade execution, allocation, and settlement of bond holdings
• Prepare investment review materials for client meetings
• Collaborate with Edge’s operation team on reporting to clients and accountants
• Provide due diligence on the fixed income funds on Edge’s approved fund roster
• Lead due diligence efforts on fixed income private market funds
• Provide timely commentary and investible insights on fixed income markets to portfolio managers
• Contribute to Edge’s quarterly Market Outlook
• Respond to Senior Financial Advisors regarding specific client/prospect requests for fixed income analysis
• Work independently and manage significant projects from start to finish

SUCCESS AT EDGE:

• Ability to analyze complex or diverse information, use intuition and experience to respond to inquiries, and exhibit sound and accurate judgment in a fast-paced environment
• Respond promptly to team needs in a professional manner
• Must maintain client confidentiality; demonstrate integrity and code of ethics
• Assess client needs, develop investment solutions, and secure their trust
• Efficient time management is a must
• Accountable, adaptable, and flexible
• Team oriented
• Strong work ethic with an ability to meet deadlines
• Attention to detail & ability to multi-task
• Strong analytical and/or quantitative background
• Ability to develop an idea and defend conclusion

EDUCATION AND/OR EXPERIENCE:

• Minimum of a Bachelor’s degree (B.A.) from a four-year College or University
• Prior experience as a fixed income strategist
• Prior experience as a fixed income portfolio manager (or equivalent role)
• CFA strongly preferred
• Desire to develop professionally through industry designations or other courses of study

COMPUTER SKILLS:

• Proficient knowledge of Microsoft Office Products (Word, Excel, PowerPoint, and Outlook)
• Advanced experience with Microsoft PowerPoint, Word, and Excel
• Comfort with the adoption and use of technology tools
• Familiarity with Bloomberg, Morningstar, Factset
• Comfort utilizing reporting systems, Black Diamond and ClearWater Analytics

Thank you for your interest in Edge Capital Group!

Edge Capital Group is an Equal Opportunity Employer

The Client Specialist will work within a wealth advisory team of experienced professionals to play an integral role in delivering an exceptional financial planning and advisory services experience to each client. The Client Specialist will focus on client experience with specific attention in the areas of client onboarding, account transitions, relationship management, problem resolution, and process improvement. Successful Client Specialists are key contributors to a positive workplace environment and have a strong commitment to teamwork and shared success.

ESSENTIAL RESPONSIBILITIES:

• Coordinates, prepares, mails, and processes new client onboarding document packages.
• Handles all necessary account maintenance such as wires, journals, check requests, transfers, ACH requests, new applications, changes of address, etc.
• Processes any returned documents from clients including contracts & investment policy statements, applications, transfer paperwork, etc. according to established department procedures.
• Inputs and maintains accurate client information in all appropriate databases and software applications.
• Tracks outstanding client transfers and purchases/redemptions of alternative assets.
• Effectively manages and prioritizes tasks stemming from CRM, phone calls from clients, emails, and additional request sources.
• Verifies that all requests to custodians are received and handled to completion.
• Scans and files any paperwork directly generated by personal daily activities and assists the team with scanning/filing when necessary.
• Ensures that complete cost basis information for client accounts is updated and available with the appropriate custodian.
• Actively participates and contributes to Client Services Team projects (internal and external).
• Develops an understanding of the Firm’s value proposition, solutions, philosophy, programs, and features.

SUCCESS AT EDGE:

• Highly motivated individual with a strong work ethic.
• A focus on superior client service.
• Strong curiosity and willingness to adapt to new technology and processes.
• Ability to analyze complex information and execute quickly and precisely in a high stress, fast-paced environment.
• Extremely detail-oriented with excellent organizational skills.
• Adaptable, accountable and team-oriented with a positive attitude.

EDUCATION AND/OR EXPERIENCE:

• Minimum of a Bachelor’s degree (B.A.) from four-year College or University
• Previous experience in an operational or administrative capacity, preferably at an investment firm
• Sales Assistant or Client Specialist in the Financials Service industry a plus
• Desire to develop professionally through industry designations or other courses of study

ESSENTIAL SKILLS:

• Proficient knowledge of Microsoft Office Products (Word, Excel, PowerPoint, and Outlook).
• Experience with Trade Processing Systems, Client Data Interface Systems; Bloomberg; ADVENT Products (Black Diamond) and Salesforce is a plus.
• Experience working in a multi-custodian platform (Pershing, Schwab, JP Morgan, etc.)

Thank you for your interest in Edge Capital Group!

Edge Capital Group is an Equal Opportunity Employer

The ideal candidate will have 2 plus years of relevant marketing experience with proven leadership, project management, and communication abilities.  To be successful in this role, the ideal candidate will need to be able to leverage their strong technical skills, operational “know-how”  and creative resourcefulness.  She/he will be working to conceptualize, operationalize, initiate, and manage all aspects of the firm’s marketing efforts and external communications to ensure that our integrated service offering is well articulated and well-presented in all materials.

Based in our Atlanta headquarters, this position is critical to our on-going success.

ESSENTIAL RESPONSIBILITIES:

• Coordinate content creation and distribution from idea to delivery including:
  • Website Updates
  • Linked In Posts
  • White Papers
  • Quarterly Market Outlook
  • Announcements
  • Print collateral
• Work with various departments including Investment Strategy, Financial Planning and Advisors to develop the Events and Marketing Communications calendar
• Assist Advisors with tailored client presentations using a variety of tools and resources
• Coordinate client communications and gifting throughout the year
• Maintain and update marketing collateral library
• Website and social media maintenance
• Manage Vendor Relationships
• Work with Advisors and Client Services to coordinate in-person events and virtual events from idea to delivery
• In your first year – work with the team to fully revamp our website

SUCCESS AT EDGE:

• Highly motivated individual with a strong work ethic.
• A focus on superior client service.
• Strong curiosity and willingness to adapt to new technology and processes.
• Ability to analyze complex information and execute quickly and precisely in a high stress, fast-paced environment.
• Extremely detail-oriented with excellent organizational skills.
• Adaptable, accountable and team-oriented with a positive attitude.

EDUCATION AND/OR EXPERIENCE:

• 2 plus years relevant experience managing a marketing program
• Bachelor’s degree in marketing, business or related field
• RIA or Wealth Management Experience preferred
• Experience developing marketing plans and campaigns
• Project management experience
• Metric-driven marketing mind
• Design experience with eye for creativity
• Press Release Experience
• Basic Search Engine Optimization (SEO) knowledge
• Virtual and in-person event planning experience

ESSENTIAL TECHNOLOGY KNOWLEDGE:

• Microsoft Office Suite
• Adobe Suite (InDesign, Illustrator, Photoshop)
• Zoom Webinars/Meetings
• Social Media Platforms (Linked In, Twitter, YouTube)
• Email marketing platforms (Campaign Monitor)
• Salesforce
• Canva/Adobe Spark
• Venngage
• Google Analytics, Google AdWords, Google Business

Thank you for your interest in Edge Capital Group!

Edge Capital Group is an Equal Opportunity Employer