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The Senior Associate Advisor plays a key role in delivering comprehensive wealth management and financial planning services to clients. Working closely with Wealth Advisors and Senior Wealth Advisors ...
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EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
$160K - $183K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
We believe that belonging leads to better outcomes and a stronger community of associates united by ... Serve as the primary or co-relationship manager for client relationships * Develop and execute a ...
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We believe that belonging leads to better outcomes and a stronger community of associates united by ... Serve as the primary or co-relationship manager for client relationships * Develop and execute a ...
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Key ResponsibilitiesOperations Management * Oversee and optimize daily operational workflows across ... in wealth management, RIA, or financial services * Series 65 or equivalent licensing (or obtain ...
Key ResponsibilitiesOperations Management * Oversee and optimize daily operational workflows across ... in wealth management, RIA, or financial services * Series 65 or equivalent licensing (or obtain ...
$60 - $80/hr
Working under moderate supervision, this job operationally leads Wealth Management advisory teams ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
$60 - $80/hr
Working under moderate supervision, this job operationally leads Wealth Management advisory teams ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Experience with wealth management client service, financial industry, regulations and/or operations * Experience coaching others to meet or exceed quality expectations and performance benchmarks
New
Experience with wealth management client service, financial industry, regulations and/or operations * Experience coaching others to meet or exceed quality expectations and performance benchmarks
New
Collaborate with wealth management, advisor operations, and technical teams to gather requirements and deliver scalable solutions. * Subject Matter Expertise: Serve as a hands-on technical expert for ...
Collaborate with wealth management, advisor operations, and technical teams to gather requirements and deliver scalable solutions. * Subject Matter Expertise: Serve as a hands-on technical expert for ...
Operations Associate - Part Time
Louisville, KY · On-site
$16.60 - $19.30/hr
VOTRE PROFIL Operations Associate - Part Time Publiée le 07.08.2026 Sephora Retail Référence ... From inventory management to visual merchandising, your attention to detail and proactive mindset ...
Operations Associate - Part Time
Louisville, KY · On-site
$16.60 - $19.30/hr
VOTRE PROFIL Operations Associate - Part Time Publiée le 07.08.2026 Sephora Retail Référence ... From inventory management to visual merchandising, your attention to detail and proactive mindset ...
$65K - $70K/yr
Serve as the primary liaison among custodians, the operations team, advisors, and clients ... Focus Partners is an organization of wealth, asset, and business management resources that brings ...
$65K - $70K/yr
Serve as the primary liaison among custodians, the operations team, advisors, and clients ... Focus Partners is an organization of wealth, asset, and business management resources that brings ...
## Content Director, Wealth Management Global Sales EnablementApplylocations: Chicago, ILtime type ... and operational efficiency.**Cross-Functional Partnership*** Collaborate closely with Sales ...
## Content Director, Wealth Management Global Sales EnablementApplylocations: Chicago, ILtime type ... and operational efficiency.**Cross-Functional Partnership*** Collaborate closely with Sales ...
Wealth Advisor- Covington, KY
Covington, KY · On-site
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Wealth Advisor- Covington, KY
Covington, KY · On-site
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Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...
Wealth Advisor
Louisville, KY · On-site
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...
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Louisville, KY · On-site
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...
Quick apply
Wealth Advisor
Louisville, KY · On-site
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...
Provide technical guidance to Associates and Senior Associates on Addepar, Canoe, alternative ... Qualifications 5-8+ years of experience in investment operations, wealth management, portfolio ...
Provide technical guidance to Associates and Senior Associates on Addepar, Canoe, alternative ... Qualifications 5-8+ years of experience in investment operations, wealth management, portfolio ...
- Wealth Management Associate - Retirement Benefits Group - SC, Greenville (2667) (PIN_15251) Organization ** Join Equitable Advisors: A Pathway to Possibilities and Positive Impact ** Are you ready to ...
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$48K - $72K/yr
As a global leader in innovative wealth management, asset servicing, asset management and banking ... Knowledge of investment, banking and/or personal trust and advisory operations, products and ...
$48K - $72K/yr
As a global leader in innovative wealth management, asset servicing, asset management and banking ... Knowledge of investment, banking and/or personal trust and advisory operations, products and ...
Execute inventory management processes effectively with a focus om maximizing inventory accuracy and reducing shrink * Investigate and root cause inventory accuracy issues, partnering with the ...
Execute inventory management processes effectively with a focus om maximizing inventory accuracy and reducing shrink * Investigate and root cause inventory accuracy issues, partnering with the ...
Studio Operations Associate--Part-time/On-call
Shepherdsville, KY · On-site
$17/hr
The responsibility of the Studio Operations Associate is to manage sample inventory through the pre-production, production, and post-production process. The Studio Operations Associate will support ...
Studio Operations Associate--Part-time/On-call
Shepherdsville, KY · On-site
$17/hr
The responsibility of the Studio Operations Associate is to manage sample inventory through the pre-production, production, and post-production process. The Studio Operations Associate will support ...
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Associate, Platform Experience (CT, Stamford)
On-site
NewEdge Wealth LLC. •Â
Investment Management and Consulting Services • 51 - 200 employees51 - 200 employees
$100K - $120K/yr
Other
Posted 22 days ago
Job description
Associate, Platform Experience (CT, Stamford)
#J-18808-LjbffrThe 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.
Location:Stamford, CT or New York, NY
Duties/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
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 Addeparrequired.
- 4+ years of professional experience in financial technology, or equivalent education/background in a related field, preferred.
- Salesforce experienceis a plus.
- Demonstrated understanding of wealth management, portfolio reporting, investment operations, or related financial services workflows is preferred.
Salary:$100,000 – $120,000, based on experience
NewEdge Investment Solutions’ SNIP and SNAP Solutions Can Now Be Accessed in One Account Alongside Other Investment...
Recognition Highlights the Firm’s Commitment to Ultra-High Net Worth Clients and Family Offices Through Its NewEdge...
Team Led by Experienced Advisor James Nichols to Serve Growing Metro Area PITTSBURGH, PENN., JUNE 16, 2026 —...
About NewEdge Wealth
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Stamford, CT, US
Year founded
2020