Client Reporting Platform Associate

Job Summary

A company is looking for a Sr. Associate, Client Reporting Platform Enablement to join their Client Reporting team within the Operations department.

Key Responsibilities

• Collaborate with the Technical Product Owner to support the development and implementation of platform enhancements within Addepar
• Gather, document, and refine business and technical requirements for new features and improvements
• Assist with QA testing, including test case creation, execution, and validation of enhancements prior to release

Required Qualifications

• 3-5 years of experience administering or working within Addepar and/or in product management, platform enablement, or business analysis
• Experience with QA/testing methodologies, including test case creation and execution
• Familiarity with wealth management, financial services, or RIA environments
• Ability to manage multiple priorities in a fast-paced environment
• Collaborative mindset with strong stakeholder management skills