Remote Platform Experience Associate

NewEdge Capital Group; Northern (KY); Hybrid; USD 100,000 - 120,000; Full time

Job summary

NewEdge Capital Group seeks an Associate, Platform Experience (Remote, USA) to support the Addepar platform across user access, permissions, and data configuration. You will work with Product Management, Compliance, Advisory Teams, and vendor partners to deliver accurate reporting, scalable governance, and end-client support.

Requires 2+ years with Addepar and 4+ years FinTech exposure; Salesforce a plus. This role emphasizes service orientation for Home Office, Advisory Teams, clients, and

Qualifications

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

Responsibilities

• Areas of Coverage: Primary focus on Addepar support; Platform User Access & Role Permissions; Database Configuration & Platform Data Maintenance; End Client, Advisor & Internal User Support; Input regarding Salesforce and other vendor integrations.
• Platform Management & Maintenance: User provisioning, deactivation, access reviews, and permission updates; Role-based access management and governance coordination; Database configuration, household/account structure maintenance, and data quality review; Report templates, views, dashboards, and output configuration support; Issue tracking, troubleshooting, escalation, and documentation of recurring platform workflows.
• Implementation & Research: Provide consultative support for new Addepar implementations, migrations, user onboarding, and platform changes; Identify opportunities to improve platform workflows, reporting standards, access controls, and database hygiene; Support reporting data, validate report output, and respond to inquiries regarding Addepar configuration and functionality; Partner with internal teams and Addepar support resources to resolve platform issues and document root causes; Produce support materials and documentation for Learning Hub, internal resources, and end-user enablement.

Skills

Addepar experience

Wealth management knowledge

Financial technology experience

Salesforce experience

Tools

Addepar platform

Job description

NewEdge Capital Group seeks an Associate, Platform Experience (Remote, USA) to support the Addepar platform across user access, permissions, and data configuration. You will work with Product Management, Compliance, Advisory Teams, and vendor partners to deliver accurate reporting, scalable governance, and end-client support.

Requires 2+ years with Addepar and 4+ years FinTech exposure; Salesforce a plus. This role emphasizes service orientation for Home Office, Advisory Teams, clients, and