Senior Associate, Client Reporting Platform Enablement

Lido Advisors, LLC

. Collaborate with the Technical Product Owner to support the development and implementation of platform enhancements within Addepar .

Posted 10/23/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in gathering and documenting business and technical requirements, creating user stories, and developing training materials for platform enhancements. Proficient in QA testing methodologies and stakeholder management within the wealth management and financial services sectors.

Highest-signal resume keywords

Addepar AdministrationQA/Testing MethodologiesBusiness AnalysisStakeholder ManagementDocumentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Requirements DocumentationUser Story CreationProcess Flow DevelopmentTest Case CreationTest ExecutionPlatform EnablementRelease Management

Soft Skills

Strong Communication SkillsHighly OrganizedAttention to DetailCollaborative MindsetAbility to Manage Multiple Priorities

Industry Keywords

Wealth ManagementFinancial ServicesRIA Environments

About the role

Key responsibilities & impact

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

What you’ll need

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