Associate, Platform Experience

Job Summary:
The Platform Experience role supports the firm’s investment management and reporting ecosystem by administering, maintaining, and enhancing the Addepar platform across user access, permissions, database configuration, reporting, and end-client support workflows.
This role is responsible for managing user onboarding and access controls, maintaining permission structures and role assignments, supporting platform data integrity, configuring core database elements, and assisting with report setup, output validation, and ongoing platform enhancements. The associate provides responsive support to internal users and end clients, troubleshoots platform questions, documents processes, and helps establish scalable governance practices for Addepar usage.
Working collaboratively with Product Management, Operations, Compliance, Advisory Teams, and vendor partners, the Platform Experience Associate delivers timely, accurate, and service-oriented platform support to improve operational efficiency, reporting reliability, and the overall experience for Home Office, Advisory Teams, clients, and family offices.
Duties/Responsibilities:
Areas of Coverage
Primary focus on Addepar support
Platform User Access & Role Permissions
Database Configuration & Platform Data Maintenance
Addepar Reporting, Dashboards & Output Support
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
Structure
Works in partnership with:
Product Management
Compliance
Operations/Billing/Trading
Transitions/Onboarding
Advisory Teams
Addepar and other relevant vendor partners
Supports:
Home Office
Advisory Teams
End Clients & Family Offices
Internal platform users and support teams
Skills/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.
Salary: $100,000 - $120,000, based on experience
Who We Are:
NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $120 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.
What We Offer:
Compensation includes a competitive base salary, with the opportunity to qualify for bonuses or commissions based on the position. NewEdge Capital Group offers a comprehensive benefits package to eligible employees, including health, dental, and vision insurance, short- and long-term disability coverage, life insurance, paid time off, paid parental leave, 401(k) match (subject to applicable waiting periods), and additional voluntary and supplemental benefits to elect based on your needs.
Applications will be accepted on an ongoing basis.

Work arrangement
Yes