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Private Wealth Advisor
Lido Advisors, LLC
Ann Arbor, MI
Added 8 hours ago
Private Wealth Advisor
Lido Advisors, LLC
Detroit, MI
Added 8 hours ago
Private Wealth Advisor
Lido Advisors, LLC
Columbus, OH
Added 8 hours ago
Private Wealth Advisor
Lido Advisors, LLC
Cleveland, OH
Added 8 hours ago
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Lido Advisors, LLC
Cincinnati, OH
Added 8 hours ago
Private Wealth Advisor
Lido Advisors, LLC
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Senior Wealth Manager
Lido Advisors, LLC
Boulder, CO

Lido Advisors, LLC

Sr. Associate, Client Reporting Platform Enablement

Remote, United States

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Job details

Experience: 3-5 years of experience administering or working within Addepar and/or product management, platform enablement, or business analysis
Posting language: English
Posted: Oct 22, 2026

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Description

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

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
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.

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More about this job

Skills

Reporting
Documentation
Business analysis
Communication skills
Attention to detail
Stakeholder management
Process improvement

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