Envestnet Careers

Description

Envestnet is seeking a passionate and talented Technical Writer to join our Program Management team. This position is expected to report to either our Raleigh, NC or 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: 

We are seeking a detail-oriented and experienced Technical Writer to join our team. The ideal candidate will have a strong background in technical writing, excellent communication skills, and the ability to work independently. This role involves creating, managing, and updating technical documentation.

Job Responsibilities:

• Create documentation: Use a  CMS and SnagIt to create and update technical content, ensuring all pages are tagged and formatted correctly.
  
• Manage projects: Track all work using Jira, manage release alignment calls, and ensure timely delivery of release highlights and documentation.
  
• Communicate: Clearly and proactively communicate with team members and stakeholders, promptly responding to emails and messages.
  
• Solve problems: Identify and resolve issues independently, seeking out-of-the-box solutions and ensuring problems are fully resolved.
  
• Serve our clients: Provide exceptional service to internal and external clients, incorporating feedback and maintaining professionalism in all interactions.
  
• Collaborate: Foster a collaborative environment, participate in team activities, and build connections across various teams.
  
• 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:

• A bachelor's degree, ideally in finance or technical writing.
  
• At least 3 to 5 years of experience in finance or technical writing.
  
• Strong understanding of technical concepts and the ability to learn new features independently.
  
• Excellent written and verbal communication skills.
  
• Ability to manage multiple projects and meet deadlines with minimal oversight.
  
• Experience with content management systems and screen capture tools.
  
• Experience with Outlook, Teams, SharePoint, and Jira.
  
• Experience in the finance industry or financial management is a plus.
  

Preferred Qualifications:

• Familiarity with platforms such as UMP, Tamarac, MoneyGuide, or Yodlee.
  
• Knowledge of finance industry best practices.
  
• Ability to draft organization-wide communication and represent the team in stakeholder meetings.
  
• Familiarity with platforms such as UMP, Tamarac, MoneyGuide, or Yodlee.
  
• Knowledge of finance industry best practices.
  
• Ability to draft organization-wide communication and represent the team in stakeholder meetings.

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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