Technical Consultant

Description

Envestnet is seeking a passionate and talented Technical Consultant - Tamarac Reporting to join our Technical Consulting team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations.

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, Tamarac Reporting is responsible for the training and onboarding of firms onto the Tamarac Reporting platform. A successful applicant will have demonstrated an exceptional level of technical proficiency, determination, curiosity and a commitment to learning.  Our team of high performing individuals collaborate with each other and across departments.  Technical Consultants are expected to serve as a subject matter expert and train others as needed.

Job Responsibilities:

• Partner with team members, Project Management and Account Management to ensure successful completion of projects 
  
  • Projects to include: new client implementations, existing client ongoing consulting, and client mergers
    
  • Assess a client’s needs, design an appropriate implementation plan and execute plan in a timely fashion with little assistance
    
  • Assist in implementing complex, multi-billion dollar firms efficiently
    
  • Travel onsite independently for new client implementations and current client consulting
    
  • Effectively communicate expectations to internal and external stakeholders in a timely and clear fashion
    
  • Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope
    
  • Work with project management and senior team members to identify alternate solutions for requests defined as out-of-scope
    
• Active role in educating new and current team members 
  
  • Work with Education Team to devise training for release cycles
    
  • Demonstrate ability to train new team members on various aspects of the product
    
  • Establish continuing education on product functionality and best practices for team members
    
• Properly educate new and current clients on functionality and features of Tamarac Reporting 
  
  • Successfully and comfortably present all materials at Tamarac University
    
  • Structure specific training schedules for onsite implementations
    
  • Demonstrate ability to problem solve quickly and efficiently
    
  • Establish client specific workflows to assist firm in efficiently onboarding Tamarac Reporting
    
  • Be able to speak to clients about complex issues and/or solutions in a concise, professional, positive manner
    
• Collaborate with team members to meet or exceed client expectations.  
  
  • Track all internal and external communications regarding projects within project management software
    
  • Manage all communications within project management software in a client-facing manner including correct grammar, thorough details of the issue and resolution, and any instructions given to the client
    
  • Accurately log tasks and hours against projects 
    
  • Help address Zendesk escalations; including being able to discern when a ticket will require a Statement of Work (SOW) 
    
  • Recognize and report defects using established procedures
    
  • Prior to delivery, review accuracy and completeness of all client work
    
  • Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process
    
  • Establish and maintain a positive and professional relationship with clients and team members.  
    
  • Serve as initial point of escalation for Senior Client Service Specialists 
    
  • Strive to target the root cause vs. addressing a symptom of the question/issue 
    
  • Log internal and client-originating product feedback via Suggestion Box in Help Desk
    
  • Work with Director on any assigned projects; ensure project success through timely execution and pro-active communication
    
• Grow and maintain expert level knowledge in Tamarac Reporting and any other product or tool directly related to the position’s responsibilities. 
  
  • Submit articles for knowledge base and ideas for process/product improvements 
    
  • Attend and participate in all assigned training sessions and release reviews.

Required Qualifications: 

• 4+ years of experience in a financial services atmosphere, preferably in the registered investment advisory space.
  
• Proficiency in Tamarac Reporting preferred
• Microsoft Office products required
  
• Some travel may be required, up to 30%

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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