Associate, Platform Experience (NY, New York City)

Functional Functional Always active The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. Preferences Preferences The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Statistics Statistics The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you. Marketing Marketing The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes. Associate, Platform Experience (NY, New York City) 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. 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 Former ICONIQ Capital and Morgan Stanley Leader Joins as Firm Reaches 5-Year Mark, Surpassing $80 Billion Following... Firm jumps from No. 12 on fourth appearance PITTSBURGH, OCT. 2, 2025 — NewEdge Capital Group, LLC, a leading and... Kevin Thompson Chief Administrative Officer Kevin serves as the Chief Administrative Officer of EdgeCo, working with Senior Management on the acquisition, integration and leadership of financial services organizations. He started his career in the private practice of law as a commercial litigator with the Stafford, Rosenbaum Law Firm before joining the legal department of a Fortune 1000 organization – CUNA Mutual Group. At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, lead the Employee Benefits business unit and then ascending to the role of President of CUNA Brokerage Services, Inc. where he lead the Sales, Operations and Compliance functions. President, EdgeCo Holdings Tim has been in the financial services industry since he graduated from John Carroll University, Cleveland, OH in 1984. His career began with Federated Investors, Inc. where he worked with banks, savings and loans, and trust departments representing asset management and trust investment services. From there, he spent time with Mellon Bank in the global cash management division where he consulted for Fortune 500 companies in New York and Connecticut. Tim also held various management positions with the Federal Home Loan Bank and Bisys Fund Services where he concentrated on raising bank capital and lending services as well as product management and delivery of investment products to the institutional buy-side of the street. In 1995, he co-founded Mid Atlantic Institutional Shares, Inc. (“MAIS”) where he was president and CEO. MAIS quickly became one of the most prominent trading platforms in the nation, focusing on the TPA, corporate, and trust department marketplace. It grew to over $30 billion in client assets under administration. In November 2002, Mid Atlantic Institutional Shares, Inc. was sold to SunGard and combined its product and services with SunGard’s STN Funds where Tim then served as president. In 2004 Tim, along with several other key industry figures, developed a company that has become Mid Atlantic Trust Company (“MATC”). This company was designed to complement the services MAIS had offered to its TPA and trust clientele. It currently offers directed trustee, custody, sub-custody, paying agent, and reporting services for the retirement and trust space. Tim now serves on the executive committee of the Mid Atlantic companies and as president of Mid Atlantic Trust Company and is concentrating his efforts on the institutional and retirement plan administration marketplaces and advisor recruiting. John Moody Chief Executive Officer, EdgeCo Holdings John Moody is Chief Executive Officer of EdgeCo Holdings. Under his leadership, EdgeCo is evolving a new national model to service retirement plan clients built on an expert organization leveraging best available technologies. The goal is greater personal service combined with cost-efficient processes that help people achieve better retirement outcomes. Prior to launching EdgeCo, John co-founded and was president of Matrix Financial Solutions, a leading custodian and mutual fund trading provider. He is considered a pioneer in the “open architecture” movement within the 401(k) industry and has long championed the need to create more flexibility and transparency in the system. In his more than 30 years in industry, John has served on the boards of CiKR (Council of Independent Record Keepers) and SPARK (Society of Pension Administrators and Record Keepers) and has used these platforms to champion industry initiatives. #J-18808-Ljbffr NewEdge Advisors