Platform Experience Associate – Addepar & Wealth Mgmt

NewEdge Wealth LLC.; Stamford, Northern (CT, KY); Hybrid; USD 100,000 - 120,000; Full time

Job summary

NewEdge Wealth LLC is seeking an Associate, Platform Experience to administer, maintain, and enhance the Addepar platform for internal users and end clients. You will manage onboarding, access controls, and data integrity while supporting report setup and output validation.

Working with Product, Compliance, Advisory Teams and vendor partners, you will help deliver timely platform support to Home Office, Advisory Teams, clients, and family offices.

Qualifications

• 2+ years of experience working with Addepar.
• 4+ years of professional experience in financial technology, or equivalent education/background in a related field.
• Salesforce experience is a plus.

Responsibilities

• Assist with onboarding and access controls for Addepar users and maintaining permissions.
• Configure database elements, data quality checks, and platform reports.
• Provide end-user support and troubleshoot platform questions for internal users and clients.
• Collaborate with Product Management, Compliance and Operations to improve governance and workflows.

Skills

Addepar experience

Wealth management

Tools

Salesforce

Job description

NewEdge Wealth LLC is seeking an Associate, Platform Experience to administer, maintain, and enhance the Addepar platform for internal users and end clients. You will manage onboarding, access controls, and data integrity while supporting report setup and output validation.

Working with Product, Compliance, Advisory Teams and vendor partners, you will help deliver timely platform support to Home Office, Advisory Teams, clients, and family offices.