Quality Control Specialist

Yodlee Berwyn , PA 19312

Posted 2 months ago

Envestnet, Inc. (NYSE:ENV) is a leading independent provider of technologyenabled investment and practice Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is a leading independent provider of technologyenabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or midsized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and backoffice needs. Envestnet is headquartered in Chicago.

General Purpose

The candidate will be responsible for ensuring all processes and procedures are followed while reviewing high market value service requests. The candidate will learn the platform and gain a complete understanding of all operational functions within the operations team. The ideal candidate will possess leadership qualities, must be able to identify training opportunities for the team. The candidate will be able to manage their workload and additional projects. This will include being able to work under pressure with tight trading deadlines. The QC Specialist will need to be able to work with internal operations teams alongside senior members as well as management to resolve any issues that may arise.


  • Review high market value transactions for accuracy

  • Participates in and manages special projects as assigned by supervisor or manager.

  • Identify processing trends and creating training opportunities for staff

  • Escalates issues to team lead and/or supervisor and assists with solving issues that are without procedures or precedents.

  • Researches and resolves areas of risk and creates processes to mitigate that risk.

  • Participates in root cause analyses to correct and/or prevent deviations in processes and workflows.

  • Provides management with detailed written summary's and/or reports. 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.


  • Bachelor's degree in Finance

  • 2-3 years of experience in the financial services or related industry.

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

  • Understanding of quality control methods is a necessity.

  • Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure.

  • Must be able to critically analyze information and make recommendations.

  • Must be capable of gathering information from various sources to assist in critical decision making.

  • Must possess strong verbal and written communication skills.

  • Proficient with Microsoft Word, Excel and PowerPoint.

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 Incentive

  • Tuition Reimbursement

  • Working on global projects with team members all over the world!

  • Opportunity to work with top tiered clients, global 500 companies and startups

  • Work with diverse, energetic, team members who respect each other and celebrate differences

  • The best work location with unlimited snacks!

Envestnet is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



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Quality Control Specialist