Associate, Platform Experience (NY, New York City)

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

Job summary

NewEdge Capital Group seeks an Associate, Platform Experience to administer and enhance the Addepar platform, managing user access, permissions, and data integrity. You will support end-client and internal users, configure reports, and collaborate with product, compliance, and advisory teams to improve operational efficiency.

This role requires experience with Addepar and fintech environments, with a focus on platform governance, data quality, and scalable processes.

Qualifications

• 2+ years of experience working with Addepar.
• 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

• Provide onboarding and access control support for Addepar users.
• Configure core database elements and maintain platform data.
• Assist with creating reports, templates, and output validation for internal and client users.
• Troubleshoot platform questions and document processes for scalable governance.
• Collaborate with Product Management, Compliance, Operations, and vendor partners to improve workflows.

Tools

Addepar

Salesforce

Job description

Associate, Platform Experience (NY, New York City)

Article by: NewEdge Capital Group

August 7, 2026

Job Summary:

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 Addeparrequired.
• 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