Addepar Platform Experience Associate

NewEdge Advisors, LLC; Stamford (CT); Hybrid; USD 100,000 - 120,000; Full time

Job summary

NewEdge Advisors in Stamford, CT is seeking an Associate, Platform Experience to support the Addepar platform across user access, permissions, and reporting frameworks. You will administer onboarding, configure database elements, and help with client-facing reporting, ensuring data integrity and scalable governance for internal users and end clients.

Collaborating with Product Management, Compliance, Advisory Teams, and vendor partners, you will deliver timely platform support, improve

Qualifications

• 2+ years of experience with Addepar required.
• 4+ years of professional experience in financial technology or related field preferred.
• Demonstrated understanding of wealth management, portfolio reporting, or related workflows is required.

Responsibilities

• Provide onboarding, access controls, and governance for Addepar platform.
• Configure database elements, maintain data quality, and support report templates and dashboards.
• Troubleshoot platform issues, document processes, and escalate/root-cause platform questions.
• Collaborate with Product Management, Compliance, Operations, Advisory Teams, and vendor partners to improve efficiency and client experience.

Skills

Addepar platform

Fintech experience

Wealth management knowledge

Reporting & analytics

Tools

Salesforce

Job description

NewEdge Advisors in Stamford, CT is seeking an Associate, Platform Experience to support the Addepar platform across user access, permissions, and reporting frameworks. You will administer onboarding, configure database elements, and help with client-facing reporting, ensuring data integrity and scalable governance for internal users and end clients.

Collaborating with Product Management, Compliance, Advisory Teams, and vendor partners, you will deliver timely platform support, improve