Remote Addepar Platform Experience Associate

NewEdge Capital Group; Stamford (CT); Hybrid; USD 100.000 - 120.000; Vollzeit

Zusammenfassung

NewEdge Capital Group is seeking an Associate, Platform Experience to administer and enhance the Addepar platform, focusing on user access, permissions, and data configuration. The role supports internal teams, end clients, and family offices with timely, accurate platform services.

Location: Stamford, CT or New York, NY, with remote work options in the USA. 2+ years with Addepar required; fintech experience preferred; Salesforce is a plus. Strong governance and reporting skills are essential.

Qualifikationen

• 2+ years of experience working with Addepar.
• 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.

Aufgaben

• Onboard and manage user access, permissions, and role assignments.
• Configure platform data, reports, and dashboards for internal users and end clients.
• Provide responsive platform support and document processes for scalable governance.
• Collaborate with Product, Compliance, Operations, and vendor partners.

Kenntnisse

Addepar experience

Wealth management workflows

Platform support

Access control management

Tools

Salesforce

Jobbeschreibung

NewEdge Capital Group is seeking an Associate, Platform Experience to administer and enhance the Addepar platform, focusing on user access, permissions, and data configuration. The role supports internal teams, end clients, and family offices with timely, accurate platform services.

Location: Stamford, CT or New York, NY, with remote work options in the USA. 2+ years with Addepar required; fintech experience preferred; Salesforce is a plus. Strong governance and reporting skills are essential.