Business Strategy & Operations Lead

Sales Full-Time Berwyn, Pennsylvania ReqID:5919


Envestnet is seeking a passionate and talented Business Strategy & Operations Lead to join our Sales team. This position is expected to report to our Berwyn 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 Business Strategy & Operations Associate for Workplace Solutions will work cross-functionally with distribution, marketing, legal, compliance, product, engineering, operations, analytics, finance and PMO to facilitate seamless execution, fact-based decision-making, and accountability across the organization.  This position will provide strategic and operational support for all aspects of the day-to-day business functions including workforce strategy and prioritization, streamlining workflows/operations, product development, stakeholder communication and engagement, executive reporting, issue and risk management, objective and key result management, and long-term strategy for the business

Job Responsibilities:

  • Operational efficiency & data aggregation: Modify and streamline processes to enhance efficiencies. Optimize operational processes and workflows to achieve a favorable user experience, enable scalable solutions, and comply with fiduciary responsibilities. Enhance data aggregation and reporting capabilities to be industry leading.
  • Executive reporting, financial reporting, & special projects: Serve as resource for routine and ad-hoc executive reporting, influence metrics-based decision making, and cost analysis. Navigate internal teams and build stakeholder relationships to deliver key initiatives efficiently and effectively.
  • Distribution & marketing: Support distribution teams on metrics-based prioritization of pipeline and implementations. Collaborate with marketing to maximize exposure of the business through campaigns, industry events, and awards ceremonies.
  • Product development: Partner with product management to coordinate and prioritize development roadmap, client requests, third-party integrations, and implementations.
  • Legal & compliance: Foster strong partnership and alignment with legal and compliance teams to proactively resolve roadblocks and protect all aspects of the business.
  • Strategy & market intelligence: Facilitate evaluation of industry trends and competitors on an on-going basis to formulate new, and pivot on existing, strategies to achieve an industry leading platform, scale, investment opportunities, and best-in-class recruiting.
  • 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, understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.

Required Qualifications:

  • BA / BS degree or equivalent practical experience.
  • 5+ years of experience in a business-strategy role (Management consulting, Hedge Fund, Banking, Operations at a start-up, etc.)
  • Excellent verbal and written communication skills
  • Strong organization, project, and time management skills
  • Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality product
  • Passion for solving complex problems and building scalable processes
  • Proven success in a high growth, constantly changing environment

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).