Associate, Platform Experience (Addepar)

NewEdge Wealth, LLC; United States; On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Short- and long-term disability

Life insurance

Paid time off

Paid parental leave

401(k) match

Job summary

NewEdge Capital Group seeks a Platform Experience Associate to administer Addepar-based investment reporting, onboarding, and access controls. You will support platform data integrity, configuration, and end-client workflows while enabling scalable governance and documentation.

Collaborating with Product, Compliance, Operations, and Advisory Teams, you will deliver timely platform support that improves reporting reliability and the overall experience for Home Office, advisors, clients, and

Qualifications

• 2+ years of experience working with Addepar required.
• 4+ years of professional experience in financial technology, or equivalent education/background, preferred.
• Salesforce experience is a plus.
• Demonstrated understanding of wealth management, portfolio reporting, investment operations, or related financial services workflows is required.

Responsibilities

• Manage user onboarding and access controls, permissions, and role assignments.
• Support platform data integrity, database configuration, and report setup/output validation.
• Provide responsive internal and end-client support; troubleshoot platform questions.
• Document processes and help establish scalable governance for Addepar usage.
• Collaborate with Product Management, Operations, Compliance, Advisory Teams, and vendor partners to improve efficiency.

Skills

Addepar

Fintech experience

Wealth management knowledge

Salesforce experience

Tools

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.

Duties/Responsibilities:

Areas of Coverage

• 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 required.
• 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 required.

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

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 $120 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 includes a competitive base salary, with the opportunity to qualify for bonuses or commissions based on the position. NewEdge Capital Group offers a comprehensive benefits package to eligible employees, including health, dental, and vision insurance, short- and long-term disability coverage, life insurance, paid time off, paid parental leave, 401(k) match (subject to applicable waiting periods), and additional voluntary and supplemental benefits to elect based on your needs.

Applications will be accepted on an ongoing basis.