Platform Experience Associate - Remote (Wealth Tech)

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

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.