Envestnet Careers

Description

Envestnet is seeking a passionate and talented Manager, Portfolio Accounting Operations to join our Platform Operations team. This position is expected to report to our 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 Manager, Portfolio Accounting Operations is responsible for the supervision and management of the Tamarac Operations team, including hiring, day-to-day monitoring of employees, training, resource allocation, performance management, and salary reviews.

Job Responsibilities:

• Manages the Portfolio Accounting Operations team, including recruiting, coaching, training, and performance management: 
  
  • Conduct regular performance conversations with team members 
    
  • Prepare and conduct formal performance reviews 
    
  • Provide training opportunities to increase product knowledge and customer service; help advance career growth and communicate opportunities
    
  • Build a career path progression within the team for future expansion/growth
    
• Sets policies and procedures for the Tamarac Operations team.
  
• Supports the execution of strategic initiatives that are designed to improve the overall support experience and improve team productivity and quality.
  
• Resolves highly complex or non-routine Operational issues or inquiries from senior-level or key individuals at clients, as needed, including processing of escalations or urgent requests.
  
• Provides strategic guidance on internal activities and initiatives designed to improve the overall client experience.
  
• Determines needed improvements through review and analysis of problems reported.
  
• Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team.
  
• Responsible for the achievement of multiple team goals and objectives.
  
• Maintains familiarity with industry best practices and seeks opportunities to implement them as appropriate.
  
• Establishes and maintains strong and cooperative relationships with client service teams to foster a cooperative environment for the resolution of problems and/or errors.
  
• 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 – 7 years of experience in the financial services or related industry with a client service background.
  
• Must have solid working knowledge of the securities industry, of various types of investment vehicles including insurance, and trading methods.
  
• Must have a precise understanding of Operations within the Financial Services Industry.
  
• Strong understanding of the terminology and processing requirements within the Investment and Financial Services Industry.
  
• Decisive and proven track record of driving results.
  
• Ability to critically analyze information and make sound recommendations.
  
• Excellent time management skills and ability to adjust to changing priorities.
  
• Ability to create and manage change across business functions.
  
• Ability to leverage data and analytics to improve business outcomes.

Preferred Qualifications:

• Experience leading/managing a service-oriented team preferred.
  
• Experience leading/coaching teams 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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