Platform Experience Associate - Wealth Tech & Addepar

NewEdge Capital Group

Stamford, Northern (CT, KY)

Hybrid

USD 100,000 - 120,000

Full time

3 days ago

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Job summary

NewEdge Capital Group is seeking an Associate, Platform Experience in Stamford, CT. This role administers, maintains, and enhances the Addepar platform across user access, permissions, database configuration, reporting, and end-client support workflows.

Collaborating with Product Management, Compliance, Advisory Teams, and vendor partners, the Associate delivers timely, accurate platform support to improve operational efficiency, reporting reliability, and the experience for Home Office,

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.

Responsibilities

Provide onboarding and access controls for Addepar users.
Maintain permission structures and role assignments.
Configure database elements and platform data maintenance.
Support end-client, advisor and internal user reporting and output configuration.
Troubleshoot platform questions and document processes.
Collaborate with Product Management, Compliance, Operations, Advisory Teams and vendor partners.