Remote Platform Experience Associate - Data & Access Ops

NewEdge Wealth LLC.; Northern, New York (KY, NY); Hybrid; USD 100,000 - 120,000; Full time

Job summary

NewEdge Wealth LLC is seeking an Associate, Platform Experience (Remote, USA) to support the Addepar platform across user access, permissions, database configuration, and reporting workflows.

This role focuses on onboarding, access management, data integrity, and scalable governance, collaborating with Product Management, Operations, Compliance, Advisory Teams, and vendor partners to improve efficiency and reporting reliability for Home Office, Advisory Teams, clients, and family offices.

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

• 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 coordination with internal stakeholders on permission governance
• 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

Wealth management

Platform support

Report development

Salesforce

Tools

Salesforce

Job description

NewEdge Wealth LLC is seeking an Associate, Platform Experience (Remote, USA) to support the Addepar platform across user access, permissions, database configuration, and reporting workflows.

This role focuses on onboarding, access management, data integrity, and scalable governance, collaborating with Product Management, Operations, Compliance, Advisory Teams, and vendor partners to improve efficiency and reporting reliability for Home Office, Advisory Teams, clients, and family offices.