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Description
Envestnet is seeking a passionate and talented Consulting Services Specialist to join our Portfolio Management Consultants (PMC) team. This position is expected to report to either our Berwyn, PA, Denver CO, or Chicago, IL 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:
PMC delivers institutional-quality research, due diligence, consulting, and investment solutions that empower advisors to enhance client outcomes. Our legacy of combining thoughtful investment intelligence and advanced technology offers advisors a competitive edge. We set ourselves apart by offering an objective, unbiased approach to research coupled with the experience of implementing portfolios the way advisors do, while acting as an investment fiduciary.
The PMC Consulting Services Specialist will oversee the maintenance and optimization of workflows that are critical for the successful delivery of high net worth (HNW) solutions and services to advisors and their clients. The right individual will need to develop expertise surrounding PMC’s suite of HNW solutions, with an emphasis on the Outsource Consulting and Strategist UMA programs. The Consulting Services Specialist will also have responsibilities around investment model database maintenance, advisor database maintenance, portfolio management update communications, enterprise configuration oversight, trade risk reduction assurance, pricing risk reduction assurance, sales metric reporting and sales campaign advisor target list generation.
Job Responsibilities:
Required Qualifications:
Preferred Qualifications:
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:
Salary:
The annual base salary range for this position is $78,000 to $118,000.
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
#LI-RT1
Full Time
Insurance
$41k-51k (estimate)
05/12/2024
07/11/2024
envestnet.com
CHICAGO, IL
3,000 - 7,500
2015
BABU SLVADASAN
$500M - $1B
Insurance
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