Envestnet Berwyn , PA 19312
Posted 2 months ago
Envestnet is seeking a passionate and talented Technical Consultant
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 Technical Consultant
Job Responsibilities:
Partner with team members, Project Management, and Account Management to ensure successful completion of projects
Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope
Active role in educating new and current team members
Work with Education Team to devise training for release cycles
Properly educate new and current clients on functionality and features of Tamarac Trading
Establish client specific workflows to assist firm in efficiently onboarding Advisor Rebalancing
Collaborate with team members to meet or exceed client expectations
Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process
Grow and maintain expert level knowledge in Tamarac Trading and any other product or tool directly related to the position's responsibilities
Submit articles for knowledge base and ideas for process/product improvements
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 required in related field
4 + years of experience in a financial services atmosphere, preferably in the registered investment advisory space
Microsoft Office products required
Some travel may be required, up to 30%
Preferred Qualifications:
Proficiency in Tamarac Trading preferred
Experience trading via FIX 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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Envestnet