What are the responsibilities and job description for the Facilities Specialist - MoneyGuide position at Envestnet?
Description
Job Location
The primary work location for this role is Powhatan, VA with a in office work model.
About Envestnet
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
The MoneyGuide Office Management team helps create the environment that enables employees, clients, and visitors to do their best work every day. Responsible for maintaining a safe, efficient, and welcoming workplace, the team oversees facility operations, workspace planning, vendor partnerships, security, and client-facing office services. By ensuring the smooth operation of office spaces and delivering exceptional experiences for employees, guests, and executives alike, the team plays a key role in supporting MoneyGuide’s business success and culture—making it an exciting opportunity for those who enjoy combining operational excellence, customer service, and problem-solving.
How You’ll Contribute
The Facilities Specialist is responsible for the overall maintenance, safety, and functionality of the company-owned office building and associated assets, including company vehicles. This role ensures that the physical infrastructure and transportation resources support business operations efficiently and professionally. The Facilities Specialist oversees building systems, vendor relationships, compliance, space planning, and client transportation, while promoting a safe, clean, and productive work environment.
Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.
The opportunity is now!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.
We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
Our Commitment to Inclusion & Belonging
Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.
We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
Job Location
The primary work location for this role is Powhatan, VA with a in office work model.
About Envestnet
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
The MoneyGuide Office Management team helps create the environment that enables employees, clients, and visitors to do their best work every day. Responsible for maintaining a safe, efficient, and welcoming workplace, the team oversees facility operations, workspace planning, vendor partnerships, security, and client-facing office services. By ensuring the smooth operation of office spaces and delivering exceptional experiences for employees, guests, and executives alike, the team plays a key role in supporting MoneyGuide’s business success and culture—making it an exciting opportunity for those who enjoy combining operational excellence, customer service, and problem-solving.
How You’ll Contribute
The Facilities Specialist is responsible for the overall maintenance, safety, and functionality of the company-owned office building and associated assets, including company vehicles. This role ensures that the physical infrastructure and transportation resources support business operations efficiently and professionally. The Facilities Specialist oversees building systems, vendor relationships, compliance, space planning, and client transportation, while promoting a safe, clean, and productive work environment.
- Manage daily operations of the office building including HVAC, electrical, plumbing, and general maintenance.
- Develop and implement preventive maintenance schedules for building systems and infrastructure.
- Oversee building access, security systems, and emergency preparedness plans.
- Monitor and maintain building automation systems and energy usage.
- Maintain the company vehicle(s) in safe and operational condition, including scheduling regular maintenance, inspections, and repairs.
- Ensure vehicle cleanliness and readiness for client transport.
- Track mileage, fuel usage, and maintenance records.
- Coordinate insurance, registration, and compliance with local transportation regulations.
- Safely transport clients, guests, and executives to and from meetings, events, and other destinations as needed.
- Provide a professional and courteous experience during all client interactions.
- Maintain confidentiality and discretion during client transport.
- Coordinate schedules and routes to ensure timely arrivals and departures.
- Collaborate with HR and department leaders on space allocation and office layout changes.
- Manage office moves, furniture procurement, and workspace ergonomics.
- Maintain inventory of office supplies, equipment, and furnishings.
- Source, negotiate, and manage contracts with service providers (e.g., janitorial, landscaping, security, waste management).
- Ensure vendor performance meets contractual obligations and service level expectations.
- Coordinate inspections, repairs, and renovations with external contractors.
- 3 years of experience in facilities management, preferably in a corporate or commercial setting.
- Valid driver’s license with a clean driving record; experience in professional driving or client transport preferred.
- Strong knowledge of building systems, maintenance procedures, and safety regulations.
- Excellent project management and vendor negotiation skills.
- Proficiency in facilities management software and Microsoft Office Suite.
- Strong interpersonal and communication skills.
Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.
The opportunity is now!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.
We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
Our Commitment to Inclusion & Belonging
Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.
We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
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