Sr. Associate, Client Reporting Platform Enablement
Lido Advisors is seeking a Sr. Associate, Client Reporting Platform Enablement to join the Client Reporting team within the Operations department. This role will support the continued evolution of our reporting platform, Addepar, by partnering closely with the Technical Product Owner to design, document, test, and roll out enhancements.
This is an ideal opportunity for someone who enjoys working at the intersection of technology, operations, and client experience. This person would be responsible for translating business needs into scalable platform solutions.
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
- 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
- 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
- Technical
- 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
What Success Looks Like
- Seamless rollout of platform enhancements with high user adoption
- Clear, actionable documentation that improves cross-team alignment
- Strong partnership with stakeholders across Operations, Technology, and Client Relationship Management
- Continuous improvement in reporting capabilities and user experience
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.
#LI-JM1
3-5 years experience with Addepar or product management/platform enablement/business analysis; QA/testing experience; familiarity with wealth management or RIA environments; strong communication and documentation skills.
Key Responsibilities
- managing platform enhancements
- documenting requirements
- coordinating testing
Skills & Tools
Addepar
Job Details
- Category: Information Technology
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About Lido Advisors
A financial advisory firm providing wealth management and investment services. — Industry: Finance