Associate, Platform Experience (NY, New York City)

NewEdge Advisors; New York, Northern (NY, KY); On-site; USD 100,000 - 120,000; Full time

Job summary

NewEdge Advisors seeks an Associate, Platform Experience in NY/N YC to support the Addepar platform across onboarding, access controls, configuration, and client reporting.

You will collaborate with Product Management, Compliance, Operations, and Advisory Teams to deliver timely, accurate platform support that improves efficiency, reporting reliability, and the experience for Home Office, advisory teams, and end clients.

Qualifications

• 2+ years of Addepar experience preferred; other similar platforms may be considered.
• 4+ years in financial technology or related field preferred.
• Salesforce experience is a plus.
• Understanding of wealth management and portfolio reporting preferred.

Responsibilities

• Platform user onboarding and access control management.
• Configure database elements and maintain data quality.
• Support end-client and advisor reporting and output validation.
• Document processes and contribute to governance best practices.

Skills

Addepar experience

Platform support

Wealth management knowledge

Education

Financial technology-related degree or equivalent

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 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