Job Description

Envestnet, Inc. (NYSE:ENV) 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. Envestnet is headquartered in Chicago. We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast‐growing, entrepreneurial company. RESPONSIBILITIES:

• Establish and manage relationships with large clients and provide optimal service support.
• Assist in Institutional Portfolio Administration (IPAS) for specific institutional customers with complex managed models.
• Execute asset allocation changes and fund swaps.
• Oversee quality assurance of trade execution and trade error analysis.
• Research and resolution on trade execution, including unexecuted, untimely, pending and rejected trades.
• Review of execution trace to explain rebalancing logic on specific trades generated by advisors.
• Submit trade file for advisors with no access to Direct Trade on the platform.
• Perform quality assurance of rebalance recommendations.
• Assist internal department (Portfolio Administration) with trade execution during periods of high trade volumes.
• Perform daily duties within the "Advisor as Portfolio Manager" model including support of internal departments in direct contact with advisors to research and detail trade execution, trade failure and general trade/industry rules and regulations.
• Suggest and implement improved client service and risk management procedures.
• Facilitate best practice process management with various operational and administrative areas of the organization.
• Establishes and maintains strong and cooperative relationships with key contacts in the financial industry to foster a cooperative environment for the resolution of problems and/or errors.

REQUIREMENTS:

• Proficiency in operational processes and workflows in at least two areas: Portfolio Administration, Model Management, Overlay Services, Managed Account Services, Product Data Administration, etc.
• Knowledge of the securities industry, various types of investment vehicles, and trading methods.
• Knowledge of general securities rules as well as financial industry regulations and terminology.
• 3+ years’ experience in financial services operations.
• Well organized, with strong attention to detail
• Ability to work under pressure and adjust to changing priorities.
• Ability to critically analyze information and make sound judgments and recommendations.
• Professional team player; ability to work with a variety of personalities.
• Excellent verbal and written communication skills.
• Ability to operate and take initiative with little or no direction.
• Good math skills and ability to resolve highly complex tasks.
• Proficient with Microsoft Word and Excel.

COMPENSATION, BENEFITS, & PERKS: Envestnet offers the following exceptional benefits: competitive compensation, 401k, unlimited snacks, flexible hours/paid time off, and excellent health/dental/vision insurance. We treat our employees well and offer tremendous growth opportunities. Challenging work pushes our people to be creative in a casual environment that is caring, fun, and collaborative. We believe that when you have smart, happy people working together you can produce something special. Envestnet is an Equal Opportunity Employer.

Company Description

Envestnet is a leading independent provider of technology-enabled, web-based investment solutions and services to financial advisors. Our centrally-hosted technology platform provides integrated services like proposal generation and paperwork preparation, model management and account rebalancing, multi-custodian online trading, customized fee billing, performance reporting and communication tools, and interfaces to third-party asset custodians to independent wealth managers and financial advisors via an internet-based application.