Platform Experience Associate: Data, Access & Reporting

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

Job summary

NewEdge Advisors seeks an Associate, Platform Experience to administer and enhance the Addepar platform across user access, permissions, database configuration, reporting, and end-client support workflows. You will onboard users, manage access controls, ensure data integrity, configure core elements, and support report setup and validation.

The role emphasizes scalable governance and collaborative problem solving.

Qualifications

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

Responsibilities

• Manage user onboarding and access controls.
• Maintain permission structures and role assignments.
• Support platform data integrity and database configuration.
• Assist with report setup, output validation and governance.
• Provide responsive internal and client support and document processes.

Skills

Addepar experience

Fintech experience

Wealth management workflows

Salesforce experience

Tools

Addepar

Black Diamond

Orion

Salesforce

Job description

NewEdge Advisors seeks an Associate, Platform Experience to administer and enhance the Addepar platform across user access, permissions, database configuration, reporting, and end-client support workflows. You will onboard users, manage access controls, ensure data integrity, configure core elements, and support report setup and validation.

The role emphasizes scalable governance and collaborative problem solving.