Remote Platform Enablement Associate — Client Reporting

Lido Advisors, LLC; United States; Remote; USD 95,000 - 130,000; Full time

Job summary

Lido Advisors, LLC is seeking a Sr. Associate in Client Reporting Platform Enablement to join the Client Reporting team within Operations.

This role will partner with the Technical Product Owner to design, document, test, and roll out enhancements to the Addepar reporting platform for clients and internal stakeholders. The ideal candidate translates business needs into scalable, actionable platform solutions, bridging technology, operations, and client experience.

Qualifications

• 3-5 years of experience administering or working within Addepar and/or product management, platform enablement, or business analysis.
• Experience with QA/testing methodologies, including test case creation and execution.
• Familiarity with wealth management, financial services, orRIA environments.
• Strong communication skills, with the ability to translate technical concepts into clear, user-friendly language.
• Highly organized with strong documentation skills.
• Collaborative mindset with strong stakeholder management skills.

Responsibilities

• Collaborate with the Technical Product Owner to support the development and implementation of platform enhancements within Addepar.
• Gather, document, and refine business and technical requirements for new features and improvements.
• Create clear and comprehensive requirements documentation, user stories, and process flows.
• Develop training materials and user guides to support adoption across internal teams.
• Assist with QA testing, including test case creation, execution, and validation of enhancements prior to release.
• Support release management and rollout efforts, ensuring smooth deployment and minimal disruption to users.
• Act as a liaison between business stakeholders, operations, and technology teams.
• Continuously identify opportunities to improve platform functionality, efficiency, and user experience.

Skills

Addepar experience

QA testing

Requirements gathering

Wealth management knowledge

Communication skills

Documentation

Stakeholder management

Multi-priority

Tools

Addepar platform

Job description

Lido Advisors, LLC is seeking a Sr. Associate in Client Reporting Platform Enablement to join the Client Reporting team within Operations.

This role will partner with the Technical Product Owner to design, document, test, and roll out enhancements to the Addepar reporting platform for clients and internal stakeholders. The ideal candidate translates business needs into scalable, actionable platform solutions, bridging technology, operations, and client experience.