Billing Configuration Associate

Platform Operations Full-Time Berwyn, Pennsylvania Raleigh, North Carolina Seattle, Washington Chicago, Illinois ReqID:4735


Envestnet, Inc. (NYSE:ENV) 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. Envestnet is headquartered in Chicago.


  • Responsible for configuring pricing setups for the following: new firm pricing, existing firm pricing updates, new products coming onto the platform, existing product updates, default and proprietary custodian pricing, and license agreements.
  • Internal training on correct procedures for pricing configuration and the submission of new pricing setups.
  • Analyzing fee rule data on a monthly basis in order to compile management reports on volume and accuracy.
  • Work with Business Process Analyst group to improve internal operational efficiencies through code enhancements.
  • Support time sensitive updates to end client proposals with fee changes.
  • Assist in financial and SOX audits quarterly and annually.
  • Special projects as needed.
  • Adhere to and apply 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.


Minimum Requirements

  • Bachelor’s degree required (Finance or Accounting preferred).
  • 3-5 years of experience required.
  • High level experience with MS Excel required (pivot tables & vlookups).
  • Experience in the Financial Services industry preferred.
  • Must be analytical, detail oriented, and possess research skills.
  • Experience working with high volume data.
  • Exposure to contracts preferred.
  • Must work well with a team in regards to group projects and cross training.
  • Excellent communication skills required.


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 Incentive
    • Tuition Reimbursement
  • Working on global projects with team members all over the world!
  • Opportunity to work with top tiered clients, global 500 companies and startups
  • Work with diverse, energetic, team members who respect each other and celebrate differences
  • The best work location with unlimited snacks!


Envestnet is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.