Salesforce Reporting & Adoption Specialist
NewEdge Advisors, Stamford, CT, United States
The Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and dashboards which provide actionable insights into advisor performance, client engagements, and business outcomes.
Through ongoing engagement and training, the analyst identifies reporting needs and opportunities to enhance data visibility, ensuring users can effectively leverage Salesforce analytics in their daily activities. Insights gathered from stakeholders are translated into scalable reporting solutions which support continuous platform improvement, identifying room for improvement in development.
Location: Stamford, CT or Pittsburgh, PA
Duties/Responsibilities:
Team Engagement
Focus on new advisors onboarding to drive user adoption and identify reporting needs for new and existing teams
Build strong relationships with advisor teams and support staff to understand how Salesforce supports their daily operations
Engage with financial advisors and their support staff to gather feedback on business processes, challenges, opportunities for workflow improvement
Training & Implementation
Deliver targeted Salesforce walkthroughs focused on reporting, dashboards, how to read and navigate Salesforce client profiles
Promote best practices in data entry, report utilization, and dashboard adoption to ensure data integrity and consistency
Leverage training sessions and user interactions to identify reporting gaps, data quality issues, and opportunities to enhance dashboard usability and user experience
Core Competencies
Training & Enablement:
Ability to clearly communicate platform capabilities and promote best practices which improve adoption and efficiency, elevate reporting abilities Salesforce Platform Knowledge:
Understanding or familiarity of Salesforce capabilities and navigation, or ability to learn and adapt to new technologies Collaboration:
Ability to work effectively across business and advisory teams Communication:
Identify and communicate limitations in Salesforce reporting, proposing data-driven solutions and enhancements to better support advisor, team, and management insights Skills & Qualifications: 1-2 yearsworking with the Salesforce platform in an administrative/operational capacity; more specifically, Salesforce Financial Services Cloud Strong communication, listening, and relationship-building skills Experience with wealth management or financial services industry Experience supporting advisor teams, client service teams, or operational support functions Salary Range :$80,000 – $90,000, based on experience. Former ICONIQ Capital and Morgan Stanley Leader Joins as Firm Reaches 5-Year Mark, Surpassing $80 Billion Following... Firm jumps from No. 12 on fourth appearance PITTSBURGH, OCT. 2, 2025 — NewEdge Capital Group, LLC, a leading and... Kevin Thompson
Chief Administrative Officer
Kevin serves as the Chief Administrative Officer of EdgeCo, working with Senior Management on the acquisition, integration and leadership of financial services organizations. He started his career in the private practice of law as a commercial litigator with the Stafford, Rosenbaum Law Firm before joining the legal department of a Fortune 1000 organization – CUNA Mutual Group. At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, lead the Employee Benefits business unit and then ascending to the role of President of CUNA Brokerage Services, Inc. where he lead the Sales, Operations and Compliance functions. President, EdgeCo Holdings
Tim has been in the financial services industry since he graduated from John Carroll University, Cleveland, OH in 1984. His career began with Federated Investors, Inc. where he worked with banks, savings and loans, and trust departments representing asset management and trust investment services. From there, he spent time with Mellon Bank in the global cash management division where he consulted for Fortune 500 companies in New York and Connecticut. Tim also held various management positions with the Federal Home Loan Bank and Bisys Fund Services where he concentrated on raising bank capital and lending services as well as product management and delivery of investment products to the institutional buy-side of the street. In 1995, he co-founded Mid Atlantic Institutional Shares, Inc. (“MAIS”) where he was president and CEO. MAIS quickly became one of the most prominent trading platforms in the nation, focusing on the TPA, corporate, and trust department marketplace. It grew to over $30 billion in client assets under administration. In November 2002, Mid Atlantic Institutional Shares, Inc. was sold to SunGard and combined its product and services with SunGard’s STN Funds where Tim then served as president. In 2004 Tim, along with several other key industry figures, developed a company that has become Mid Atlantic Trust Company (“MATC”). This company was designed to complement the services MAIS had offered to its TPA and trust clientele. It currently offers directed trustee, custody, sub-custody, paying agent, and reporting services for the retirement and trust space. Tim now serves on the executive committee of the Mid Atlantic companies and as president of Mid Atlantic Trust Company and is concentrating his efforts on the institutional and retirement plan administration marketplaces and advisor recruiting. John Moody
Chief Executive Officer, EdgeCo Holdings
John Moody is Chief Executive Officer of EdgeCo Holdings. Under his leadership, EdgeCo is evolving a new national model to service retirement plan clients built on an expert organization leveraging best available technologies. The goal is greater personal service combined with cost-efficient processes that help people achieve better retirement outcomes. Prior to launching EdgeCo, John co-founded and was president of Matrix Financial Solutions, a leading custodian and mutual fund trading provider. He is considered a pioneer in the “open architecture” movement within the 401(k) industry and has long championed the need to create more flexibility and transparency in the system. In his more than 30 years in industry, John has served on the boards of CiKR (Council of Independent Record Keepers) and SPARK (Society of Pension Administrators and Record Keepers) and has used these platforms to champion industry initiatives.
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Ability to clearly communicate platform capabilities and promote best practices which improve adoption and efficiency, elevate reporting abilities Salesforce Platform Knowledge:
Understanding or familiarity of Salesforce capabilities and navigation, or ability to learn and adapt to new technologies Collaboration:
Ability to work effectively across business and advisory teams Communication:
Identify and communicate limitations in Salesforce reporting, proposing data-driven solutions and enhancements to better support advisor, team, and management insights Skills & Qualifications: 1-2 yearsworking with the Salesforce platform in an administrative/operational capacity; more specifically, Salesforce Financial Services Cloud Strong communication, listening, and relationship-building skills Experience with wealth management or financial services industry Experience supporting advisor teams, client service teams, or operational support functions Salary Range :$80,000 – $90,000, based on experience. Former ICONIQ Capital and Morgan Stanley Leader Joins as Firm Reaches 5-Year Mark, Surpassing $80 Billion Following... Firm jumps from No. 12 on fourth appearance PITTSBURGH, OCT. 2, 2025 — NewEdge Capital Group, LLC, a leading and... Kevin Thompson
Chief Administrative Officer
Kevin serves as the Chief Administrative Officer of EdgeCo, working with Senior Management on the acquisition, integration and leadership of financial services organizations. He started his career in the private practice of law as a commercial litigator with the Stafford, Rosenbaum Law Firm before joining the legal department of a Fortune 1000 organization – CUNA Mutual Group. At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, lead the Employee Benefits business unit and then ascending to the role of President of CUNA Brokerage Services, Inc. where he lead the Sales, Operations and Compliance functions. President, EdgeCo Holdings
Tim has been in the financial services industry since he graduated from John Carroll University, Cleveland, OH in 1984. His career began with Federated Investors, Inc. where he worked with banks, savings and loans, and trust departments representing asset management and trust investment services. From there, he spent time with Mellon Bank in the global cash management division where he consulted for Fortune 500 companies in New York and Connecticut. Tim also held various management positions with the Federal Home Loan Bank and Bisys Fund Services where he concentrated on raising bank capital and lending services as well as product management and delivery of investment products to the institutional buy-side of the street. In 1995, he co-founded Mid Atlantic Institutional Shares, Inc. (“MAIS”) where he was president and CEO. MAIS quickly became one of the most prominent trading platforms in the nation, focusing on the TPA, corporate, and trust department marketplace. It grew to over $30 billion in client assets under administration. In November 2002, Mid Atlantic Institutional Shares, Inc. was sold to SunGard and combined its product and services with SunGard’s STN Funds where Tim then served as president. In 2004 Tim, along with several other key industry figures, developed a company that has become Mid Atlantic Trust Company (“MATC”). This company was designed to complement the services MAIS had offered to its TPA and trust clientele. It currently offers directed trustee, custody, sub-custody, paying agent, and reporting services for the retirement and trust space. Tim now serves on the executive committee of the Mid Atlantic companies and as president of Mid Atlantic Trust Company and is concentrating his efforts on the institutional and retirement plan administration marketplaces and advisor recruiting. John Moody
Chief Executive Officer, EdgeCo Holdings
John Moody is Chief Executive Officer of EdgeCo Holdings. Under his leadership, EdgeCo is evolving a new national model to service retirement plan clients built on an expert organization leveraging best available technologies. The goal is greater personal service combined with cost-efficient processes that help people achieve better retirement outcomes. Prior to launching EdgeCo, John co-founded and was president of Matrix Financial Solutions, a leading custodian and mutual fund trading provider. He is considered a pioneer in the “open architecture” movement within the 401(k) industry and has long championed the need to create more flexibility and transparency in the system. In his more than 30 years in industry, John has served on the boards of CiKR (Council of Independent Record Keepers) and SPARK (Society of Pension Administrators and Record Keepers) and has used these platforms to champion industry initiatives.
#J-18808-Ljbffr