Sr. Associate, Client Reporting Platform Enablement

Job description

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 deployme...