Senior Associate, Client Reporting Platform Enablement

🔥 16 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.

📋 Description

• 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 • Create clear and comprehensive requirements documentation, user stories, and process flows • Develop training materials and user guides to support adoption across internal teams • Assist with QA testing, including test case creation, execution, and validation of enhancements prior to release • Support release management and rollout efforts, ensuring smooth deployment and minimal disruption to users • Act as a liaison between business stakeholders, operations, and technology teams • Continuously identify opportunities to improve platform functionality, efficiency, and user experience

🎯 Requirements

• 3-5 years of experience administering or working within Addepar and/or 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 • Strong communication skills, with the ability to translate technical concepts into clear, user-friendly language • Highly organized with strong attention to detail and documentation skills • Ability to manage multiple priorities in a fast-paced environment • Collaborative mindset with strong stakeholder management skills