Associate, Platform Experience (NY, New York City)

NewEdge Wealth, LLC; New York (NY); Hybrid; USD 100,000 - 120,000; Full time

Job summary

NewEdge Wealth LLC. is seeking a Platform Experience Associate to administer and enhance the Addepar platform, manage user access, permissions, and data configuration, and support end-client workflows.

You will collaborate with Product Management, Compliance, Operations, and advisory teams to improve reporting reliability and platform governance. The role emphasizes onboarding, documentation, and scalable processes, with a focus on providing timely, service-oriented support to Home Office,

Qualifications

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

Responsibilities

• Platform User Access & Role Permissions management.
• Database configuration, platform data maintenance, and data quality checks.
• End Client, Advisor & Internal User support and issue resolution.
• Input regarding Salesforce and other vendor integrations.
• User provisioning, deactivation, access reviews, and permission updates.
• Produce documentation and support materials for Learning Hub and end-user enablement.

Skills

Addepar experience

Wealth management knowledge

End-user support

Education

Bachelor's degree or equivalent in related field

Tools

Salesforce

Job description

Associate, Platform Experience (NY, New York City)

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:

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