Associate, Platform Experience (Addepar)

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: New Edge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of New Edge Wealth, New Edge Advisors, and New Edge 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. New Edge 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.