Associate, Platform Experience
$100,000–$120,000 year
On-siteNew York City, New York, United States
Job Summary
Administer and maintain the Addepar platform by managing user onboarding, access controls, and role-based permissions. Configure core database elements, validate report outputs, and troubleshoot platform issues for end clients, advisors, and internal users. Document recurring workflows, establish governance practices, and provide consultative support for new implementations and migrations. Partner with Product Management, Operations, and vendor partners to improve operational efficiency and reporting reliability. Requires 2+ years of Addepar experience and 4+ years in financial technology. Located in Stamford, CT or New York, NY.
Required Qualifications
- 2+ years of experience working with Addepar
Desired Qualifications
- 4+ years of professional experience in financial technology
- equivalent education/background in a related field
- Salesforce experience
- Demonstrated understanding of wealth management
- portfolio reporting
- investment operations
- related financial services workflows
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