Operations Lead

Envestnet is seeking a passionate and talented Operations Lead to join our Platform Operations team. This position is expected to report to our Berwyn, PA office.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

The Operations Lead will be responsible for managing resolution to global problems that affect service and operations. Additionally, the director will evaluate projects, goals, and trends to make recommendations that will effect change in enhancing the service experience.

Job Responsibilities:

• Establish and maintain strong and cooperative relationships with all internal operational departments to foster a cooperative environment for the resolution of problems and/or errors

• Identify and/or provide support through to resolution on global issues that cause disruptions to our customers. This can include large scale process issues, release management, system issues, or Platform errors. Once resolved work internally to ensure preventative actions are identified and in place

• Write incident reports on global Severity 1 and Severity 2 issues that contain information on root cause, corrective actions and preventative actions

• Draft, maintain and help facilitate communication around key Envestnet initiatives as well as help coordinate Holiday reminders for our Firms

• Assist firms with large scale Share Class Conversions

• Help support and coordinate Large Trade Error review and resolution with multiple key internal partners.

• Act as an operational subject matter expert for key internal partners to aid in brand value and operational process review.

• Develop and execute communication strategy plans to the service team. This will include communication management as well as instructions on how to update and respond to clients on global issues or process best practice recommendations

• Provide proactive input on operational enhancements to improve business processing efficiency and increase client satisfaction

• Develop and manage a release communication process. This includes service ad operations team awareness on key operational projects that require client communication as well as internal coordination on issues that occur once a release is introduced to the Envestnet Platform.

• Facilitate best practice process management with various areas of the organization, including making suggestions for improved client service, quality control, and risk management procedures

• Drive results and execution on key projects as identified by Senior Management

• Collaboration with Service Management on the development of service team training programs

• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications:

• Bachelor's degree in related field or equivalent experience required

• At least 7-10 years of experience in the financial services or related industry with a client service background

• Must have working knowledge of the securities industry, of various types of investment vehicles, and trading methods

• Must have a precise understanding into Operations within the Financial Services Industry

• Understands the terminology and processing requirements within the Investment and Financial Services Industry

• Decisive and proven track record of driving results

• Must possess strong attention to detail and demonstrate the ability to work under pressure and adjust to changing priorities

• Ability to critically analyze information and make sound recommendations

• Ability to create and manage change across business functions

• Ability to leverage data and analytics to improve business outcomes

• Proven track record of effective verbal and written communication

Preferred Qualifications:

• MBA or other advanced degrees or certifications preferred

About Us:

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet:

• Be a member of a leading financial services and products innovation company

• Competitive Compensation/Total Reward Packages that include:

• Health Benefits (Health/Dental/Vision)

• Paid Time Off (PTO) & Volunteer Time Off (VTO)

• 401K - Company Match

• Annual Bonus Incentives

• Parental Stipend

• Tuition Reimbursement

• Student Debt Program

• Charitable Match

• Wellness Program

• Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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