Description

Envestnet is seeking a passionate and talented Manager, Portfolio Administration Support to join our Platform Operations 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:

Trading Services is seeking a candidate who is enthusiastic and committed to providing a "Best in Class" client service experience to our Financial Advisors. A successful candidate will play a crucial role in the day to day oversight of the Portfolio Administration team. The primary responsibilities of this position are to ensure the Portfolio Administration Services team is functioning in an effective and timely manner. The candidate will directly manage staff as well as train, plan, allocate, and monitor work and make decisions regarding employment, performance appraisals, hiring, and related personnel actions.

Job Responsibilities:

• Coordinate activities, maximize efficiency, and deliver optimal service levels to internal and external clients.
  
• Perform daily processing where appropriate to ensure business objectives and service goals are met.
  
• Assists staff to resolve complex problems.
  
• Evaluates processes and identify improvement opportunities to reduce cost and increase efficiencies.
  
• Maintain/exceed quality standards as defined.
  
• Maintain and provide departmental statistics.
  
• Review errors and implement preventive/corrective actions as needed.
  
• Facilitate and participate in post-mortem meetings to enhance processes based upon lessons learned.
  
• Participate in special projects.
  
• 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 equivalent experience required.
• 5+ years of experience working in a similar capacity
  
• Must have exceptional knowledge of the securities industry, various types of investment vehicles, and trading methods.
  
• Ability to resolve highly complex issues, negotiate sensitive issues, troubleshoot daily obstacles, and possess highly developed reasoning capacity.
  
• Able to effectively work in a team environment and possesses collaborative decision-making skills.
  
• Must possess strong verbal and written communication skills.
  
• Experience overseeing a team and/or leading others 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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