Sr. Associate, Client Reporting Platform Enablement

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

All Jobs > Sr. Associate, Client Reporting Platform Enablement

Sr. Associate, Client Reporting Platform Enablement
Remote (United States)

Description

Lido Advisors is seeking a Sr. Associate, Client Reporting Platform Enablement to join the Client Reporting team within the Operations department. This role will support the continued evolution of our reporting platform, Addepar, by partnering closely with the Technical Product Owner to design, document, test, and roll out enhancements.

This is an ideal opportunity for someone who enjoys working at the intersection of technology, operations, and client experience. This person would be responsible for translating business needs into scalable platform solutions.

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

Requirements

• 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, or RIA environments
• Strong communication skills, with the ability to translate technical concepts into clear, user-friendly language
• Technical
• Highly organized with strong attention to detail and documentation skills
• Ability to manage multiple priorities in a fast-paced environment
• Collaborative mindset with strong stakeholder management skills

What Success Looks Like

• Seamless rollout of platform enhancements with high user adoption
• Clear, actionable documentation that improves cross-team alignment
• Strong partnership with stakeholders across Operations, Technology, and Client Relationship Management
• Continuous improvement in reporting capabilities and user experience

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.