Facebook pixel

Director – TAS Onboarding
Posted on 1/20/2023
Berwyn, PA, USA
Experience Level
  • 5 -10 years in the financial services industry
  • 2 - 4 years management experience
  • 2 - 4 years of experience with Envestnet' s Technology Platforms or 2-4 years working in Data Conversion at Envestnet | Tamarac
  • Basic understanding of performance reporting concepts and calculations
  • Excellent client-facing skills, including both oral and written communication skills
  • Ability to handle difficult client conversations independently
  • Ability to make informed independent decisions with the least impact/risk to Envestnet
  • Willing to collaborate with other team members - both within the department and with other departments in the company
  • Ability to effectively coordinate and escalate competing internal and external priorities
  • Strong organizational skills
  • Ability to manage a large volume of detailed information consistently and effectively
  • Strong skills in Windows operating systems and Microsoft Office suite of programs, especially MS Excel and MS SQL
  • They manage a team of up to 10 staff which includes both Exempt and Non-Exempt staff of various levels
  • Participate in the development, review, and approval of the Statement of Work (SOW) for Tamarac Services Onboarding projects
  • Perform quarterly analysis of consulting call estimates and logged time to identify reason for drift and address
  • Provide monthly updates to team and senior management on request, including projects completed, in progress and in the queue
  • Partner with Trivandrum Client Implementation & Conversion teams in the management of conversion projects
  • Work with Sales to support the 'sale' and to understand sales pipeline and competition
  • Manage the distribution of workload to the team within a day of request from Project Management
  • Drive 2 efficiency improvements in the team per year
  • 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

201-500 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
  • Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision
  • 401(k) Match
  • On-site Flu Shots
  • On-site Biometrics Screening
  • Employee Assistance Program (EAP)
  • Life Insurance and AD&D
  • Short and Long Term Disability
  • On-site Gym
  • Fully Stocked Kitchen
  • Tuition Reimbursement
  • Employee Referral Bonus
  • Casual Dress Code
  • Mobile Reimbursement