Technical Consultant - Tamarac Trading

Client Service Full-Time Berwyn, Pennsylvania Raleigh, North Carolina ReqID:5991


Envestnet is seeking a passionate and talented Technical Consultant - Tamarac Trading to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC 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:

The Technical Consultant - Tamarac Trading is responsible for the training and onboarding of firms onto the Tamarac Trading 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
  • Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope
  • Active role in educating new and current team members
  • Work with Education Team to devise training for release cycles
  • Properly educate new and current clients on functionality and features of Tamarac Trading
  • Establish client specific workflows to assist firm in efficiently onboarding Advisor Rebalancing
  • Collaborate with team members to meet or exceed client expectations
  • Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process
  • Grow and maintain expert level knowledge in Tamarac Trading and any other product or tool directly related to the position’s responsibilities
  • Submit articles for knowledge base and ideas for process/product improvements
  • 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 required in related field
  • 4 + years of experience in a financial services atmosphere, preferably in the registered investment advisory space
  • Microsoft Office products required
  • Some travel may be required, up to 30%

Preferred Qualifications: 

  • Proficiency in Tamarac Trading preferred
  • Experience trading via FIX 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).