Description

Envestnet is seeking a passionate and talented Senior Technical Consultant to join our Technical Consulting team. This position is expected to report to our 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:

Senior Technical Consultants are the primary sales support resource for the sales organization for the Wealth channel. Senior Technical Consultants are tasked with becoming the “trusted advisor” and thus are expected to have deep knowledge and understanding of Wealth Management and Analytics solutions.  Senior Technical Consultants must demonstrate the value of Data & Analytics Platform solutions through product demonstrations, presentations, and deep dive architecture and integration discussions with groups ranging from a prospect’s development/IT staff to C-suite personnel.

Job Responsibilities:

Understand and articulate Envestnet company strategy and assist clients in establishing their strategies in alignment with Envestnet’s            
Lead conversations with clients on release notes and development items
Partner with team members, Project Management, Program Management, and Account Management to promote consistent application of standardized processes and controls created to achieve high quality support for our clients from discovery, onboarding, through to production support
Properly educate new and current clients on functionality and features of the platform
Serve as an escalation point for product implementation and testing issues for assigned clients
Collaborate with team members to meet and exceed client expectations
Understand and explain/present product roadmap to clients
Lead client discussions on new enhancements
Assist in creation of statements of work for new enhancements with little support
Assist in key client issue resolution
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 of the platform and any other product or tool directly related to the position’s responsibilities
Provide feedback and recommendations on ideas for process/product/program improvements
Proactively manage scope of projects/development, identify potential challenges, and devise solutions to keep projects on task and within scope
Identify, triage, and escalate defects where necessary and ensure resolution in a timely manner; follow stated procedures on managing and reporting defects
Actively participate in prioritizing client development requests and determining feasibility/necessity of these requests
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 business administration, finance or related field
6+ years of experience in a financial services atmosphere, specifically the registered advisory, brokerage, financial services or financial technology industry
Proficiency in Microsoft Office products and understanding of the development life cycle
Very strong written communication, verbal communication and problem-solving skills
Excellent people and time management skills to interact with clients, colleagues and cross-functional teams, both internal and external

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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