Description

Envestnet is seeking a passionate and talented Overlay Support Specialist to join our Service 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: 

Portfolio Administration Services is seeking a candidate that is willing to grow and cultivate skills in the Fintech industry. A successful candidate will play a crucial role in the day-to-day monitoring and administration of client accounts utilizing Envestnet’s trading and account management platform. This individual should be committed to providing a “best in class” experience to our investment advisors.

Job Responsibilities:

• Conduct a variety of trading activities in accordance with established guidelines for managed accounts on the Envestnet Platform. Responsibilities include:
  
  • Executing trade instructions
    
  • Evaluating proposed transactions based on predefined criteria
    
  • Coordinating transaction execution and allocation across multiple accounts
    
• Collaborate within a dynamic team environment to problem-solve and utilize standard procedures to address and prevent process and workflow deviations in order to achieve collective objectives.
  
• Participate in discussions with business and technical analysts to define and test enhancements in processes and technology aimed at boosting the efficiency and effectiveness of the investment process.
  
• 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 relevant experience required
  
• Analytical mindset in order to generate ideas for streamlining necessary processes into manageable procedures.
  
• Ability to communicate effectively with internal/external parties.
  
• Knowledge of financial markets, equities, fixed income, mutual funds, and ETFS.
  
• Proficient in Microsoft Word, Excel, and PowerPoint

Preferred Qualifications: 

• Knowledge of Envestnet’s account management processes, procedures, and systems.

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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