Benjamin F. Edwards Tech Stack

Wealth-management firm scaling advisory operations across 34 states

Financial Services St. Louis, MO 501–1,000 employees Founded 2008 Privately Held

Benjamin F. Edwards operates a full-service wealth-management platform serving high-net-worth clients across 34 states with over $50 billion in assets under management. The hiring surge is concentrated in finance (11 roles) and focuses on trading/rebalancing workflows and accounting system transitions—signaling infrastructure strain as the firm scales. Pain-point clustering around compliance, data governance, and workflow fragmentation between trading and accounting systems indicates operational friction typical of firms transitioning from manual advisory processes to systematic wealth management.

Tech Stack 11 technologies

Core StackSalesforce Zendesk ADP Workday Microsoft Bookings Microsoft Office Pershing NetX360 Excel Dynamics GP SAP Concur

What Benjamin F. Edwards Is Building

◆Challenges

Workflow issues between trading and accounting systems
Mitigating risk
Identifying supervisory concerns
Proactive risk mitigation
Ensuring compliance with industry rules
Multi-state payroll compliance
State termination payout compliance
Audit compliance reporting
Improving data governance
Reducing compliance risks

▲Active Projects

Model trading and rebalancing software
Trading and rebalancing approved models
Client prospecting via mailings and seminars
Implementation of new accounting systems
Hr zendesk case management system
Data governance and reporting accuracy
Benefits billing and reconciliation process
Digital capabilities adoption for account opening and funding

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Finance

Legal

Marketing

Ops

Support

Seniority

Mid

Junior

Senior

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About Benjamin F. Edwards

Benjamin F. Edwards is a privately held wealth-management firm founded in 2008 with roots in the Edwards family's financial services legacy spanning nearly 140 years. The firm operates as a full-service advisory platform across 34 states with over 100 locations, serving clients through a network of financial advisors. The business model includes two pathways for advisors: direct employment as full-service wealth-management staff, or independent affiliation via Edwards Wealth Management, the firm's registered investment advisor subsidiary. The firm manages over $50 billion in assets under management and maintains zero debt. Core service areas include wealth planning, estate planning, education planning, alternative investments, and lending services. The St. Louis-based home office operates without call centers, emphasizing direct advisor support.

HeadquartersSt. Louis, MO

Company Size501–1,000 employees

Founded2008

Hiring MarketsUnited States

Frequently Asked Questions

What is Benjamin F. Edwards' asset base?

The firm manages over $50 billion in assets under management across 34 states with more than 100 locations serving high-net-worth clients.

What technology does Benjamin F. Edwards use?

Core systems include Salesforce, Workday, Pershing NetX360 (trading/custody), ADP (payroll), Zendesk (support), and SAP Concur (expense). The firm is actively implementing new accounting systems.