Associate, Platform Experience

NewEdge Capital Group LLC; Stamford (CT); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Job summary

NewEdge Capital Group seeks a Platform Experience Associate to support its Addepar-based investment management and reporting ecosystem. You will administer user access, configure permissions, and maintain core database elements, while assisting with report setup and output validation to ensure reliable client outcomes.

You will partner with Product Management, Compliance, Advisory Teams and vendor partners to deliver timely, accurate platform support for Home Office, Advisory Teams, clients and

Qualifications

• 2+ years of experience working with Addepar preferred, but experience in similar platforms such as Black Diamond or Orion may be considered.
• 4+ years of professional experience in financial technology, or equivalent education/background in a related field, preferred.
• Salesforce experience is a plus.
• Demonstrated understanding of wealth management, portfolio reporting, investment operations, or related financial services workflows is preferred.

Responsibilities

• Primary focus on Addepar support.
• Platform User Access & Role Permissions.
• Database Configuration & Platform Data Maintenance.
• End Client, Advisor & Internal User Support.
• Input regarding Salesforce and other vendor integrations.

Skills

Addepar experience

Wealth management understanding

Platform support

Salesforce experience

Education

Bachelor's degree in finance/tech or related field

Tools

Addepar

Black Diamond

Orion

Salesforce

Job description

The Platform Experience role supports the firm’s investment management and reporting ecosystem by administering, maintaining, and enhancing the Addepar platform across user access, permissions, database configuration, reporting, and end-client support workflows.

This role is responsible for managing user onboarding and access controls, maintaining permission structures and role assignments, supporting platform data integrity, configuring core database elements, and assisting with report setup, output validation, and ongoing platform enhancements. The associate provides responsive support to internal users and end clients, troubleshoots platform questions, documents processes, and helps establish scalable governance practices for Addepar usage.

Working collaboratively with Product Management, Operations, Compliance, Advisory Teams, and vendor partners, the Platform Experience Associate delivers timely, accurate, and service-oriented platform support to improve operational efficiency, reporting reliability, and the overall experience for Home Office, Advisory Teams, clients, and family offices.

Location: Stamford, CT or New York, NY

Duties/Responsibilities:

• Primary focus on Addepar support
• Platform User Access & Role Permissions
• Database Configuration & Platform Data Maintenance
• End Client, Advisor & Internal User Support
• Input regarding Salesforce and other vendor integrations

Platform Management & Maintenance

• User provisioning, deactivation, access reviews, and permission updates
• Role-based access management and coordination with internal stakeholders on permission governance
• Database configuration, household/account structure maintenance, and data quality review
• Report templates, views, dashboards, and output configuration support
• Issue tracking, troubleshooting, escalation, and documentation of recurring platform workflows

Implementation & Research

• Provide consultative support for new Addepar implementations, migrations, user onboarding, and platform changes
• Identify opportunities to improve platform workflows, reporting standards, access controls, and database hygiene
• Support reporting data, validate report output, and respond to inquiries regarding Addepar configuration and functionality
• Partner with internal teams and Addepar support resources to resolve platform issues and document root causes
• Produce support materials and documentation for Learning Hub, internal resources, and end-user enablement

Structure

• Works in partnership with:
  • Product Management
  • Compliance
  • Operations/Billing/Trading
  • Transitions/Onboarding
  • Advisory Teams
  • Addepar and other relevant vendor partners
• Supports:
  • Home Office
  • Advisory Teams
  • End Clients & Family Offices
  • Internal platform users and support teams

Skills/Qualifications:

• 2+ years of experience working with Addepar preferred, but experience in similar platforms such as Black Diamond or Orion may be considered.
• 4+ years of professional experience in financial technology, or equivalent education/background in a related field, preferred.
• Salesforce experienceis a plus.
• Demonstrated understanding of wealth management, portfolio reporting, investment operations, or related financial services workflows is preferred.

Salary

$100,000 - $120,000, based on experience

About the Organization

Who We Are:

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 $100 billion in client assets and support over 450+ 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. NewEdge Capital Group's 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.

EOE Statement NewEdge Capital Group, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.

This position is currently accepting applications.