Envestnet Berwyn , PA 19312
Posted 2 weeks ago
Envestnet is seeking a passionate and talented Team Lead
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 Team Lead
Job Responsibilities:
Act as a Subject Matter Expert both internally and externally on platform functionality
Demonstrate outstanding advisor support through proven service techniques
Serve as a mentor and role model for team members for performing the role to the best of their ability and promoting the best interests of the department
Point of contact for team member inquiries, as well as other internal teams
Serve as an escalation point for sensitive issues.
Proactively reach out to members to work on complex issues
Partner with team members on Continuing Education initiatives
Answer team member questions regarding best practices and complex issues.
Communicate updates to the team and hold meetings
Create and maintain Advisor Services new hire training materials
Deliver consultation and support to financial advisors through inbound calls, educating them on the benefits and functions of platform capabilities, increasing platform usage and advisor efficiency.
Work with team members to run Advisor Services new hire trainings, assisting with presentation preparation, reviewing expectations, and logistical considerations
Ensure accuracy of internal knowledge sharing application (One Note)
Create and maintain documentation as requested by Management
Additional projects as requested by Management
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:
Comfortable operating in tight deadlines with the ability to balance multiple priorities
Exemplary leadership skills
Excellent customer service and communication skills
Ability to quickly grasp complicated situations and determine the best course of action
Commitment to maintain professional demeanor and courtesy
Willing to build relationships and work both individually and in a collaborative approach
Well-developed organizational skills, with attention to detail
Proficiency in MS Office Suite
Preferred Qualifications:
Bachelor's degree in business, finance, or related field of study
3-5 years of experience in the financial services area in a client facing role
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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Envestnet