Platform Experience Associate — Data, Access & Reporting

NewEdge Capital Group; New York (NY); On-site; 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

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.