Team Lead, Client Service - Advisor

Client Service Full-Time Berwyn, Pennsylvania Raleigh, North Carolina ReqID:6047


Envestnet is seeking a passionate and talented Team Lead – Service, Advisor to join our Service team.

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 Team Lead – Service, Advisor will support our Managers, Associates, and Clients. This individual will develop staff, handle escalations, and work on projects, while working closely with their direct Manager to ensure the team is best positioned to provide excellent service to our clients.

Job Responsibilities:

  • Act as a Subject Matter Expert both internally and externally on platform functionality
  • Demonstrate outstanding advisor support through proven service techniques
  • Serve as a mentor and role model for team members for performing the role to the best of their ability and promoting the best interests of the department
  • Point of contact for team member inquiries, as well as other internal teams
  • Serve as an escalation point for sensitive issues.
  • Proactively reach out to members to work on complex issues
  • Partner with team members on Continuing Education initiatives
  • Answer team member questions regarding best practices and complex issues.
  • Communicate updates to the team and hold meetings
  • Create and maintain Advisor Services new hire training materials
  • Deliver consultation and support to financial advisors through inbound calls, educating them on the benefits and functions of platform capabilities, increasing platform usage and advisor efficiency.
  • Work with team members to run Advisor Services new hire trainings, assisting with presentation preparation, reviewing expectations, and logistical considerations
  • Ensure accuracy of internal knowledge sharing application (One Note)
  • Create and maintain documentation as requested by Management
  • Additional projects as requested by Management
  • 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: 

  • Comfortable operating in tight deadlines with the ability to balance multiple priorities
  • Exemplary leadership skills
  • Excellent customer service and communication skills
  • Ability to quickly grasp complicated situations and determine the best course of action
  • Commitment to maintain professional demeanor and courtesy
  • Willing to build relationships and work both individually and in a collaborative approach
  • Well-developed organizational skills, with attention to detail
  • Proficiency in MS Office Suite

Preferred Qualifications:

  • Bachelor’s degree in business, finance, or related field of study
  • 3-5 years of experience in the financial services area in a client facing role

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).