Associate, Platform Experience (Remote, USA)

NewEdge Advisors, LLC; Stamford (CT); Hybrid; USD 100,000 - 120,000; Full time

Job summary

NewEdge Advisors, LLC seeks a Platform Experience Associate to administer and enhance the Addepar platform, focusing on user access, permissions, and data integrity. The role supports onboarding, governance, and end-client workflows across Home Office and advisory teams.

Responsibilities include configuring databases, building reports, and ensuring data quality while coordinating with product, operations, and vendor partners.

Qualifications

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

Responsibilities

• User onboarding and access control management.
• Maintaining permission structures and role assignments.
• Configuring core database elements and platform data maintenance.
• Support for end clients, advisory teams, and internal users.
• Produce and maintain platform documentation and learning resources.

Skills

Addepar experience

Wealth management knowledge

Portfolio reporting

Investment operations

Salesforce experience

Education

Finance/FinTech degree or related field

Tools

Salesforce

Job description

Associate, Platform Experience (Remote, USA)

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