Facilities Specialist - MoneyGuide

Description

Envestnet is seeking a Facilities Specialist - MoneyGuide to join our MoneyGuide department. This is a hybrid role, with in-office work required at our Powhatan, VA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet’s Strategy

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  
  

For more information, please visit www.envestnet.com.

Job Summary

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.

Job Responsibilities

• 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.
• Source, negotiate, and manage contracts with service providers (e.g., janitorial, landscaping, security, waste 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

• 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.
  
  

Envestnet

• Be a member of an innovative and industry leading financial technology and solutions 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
  

Envestnet is an Equal Opportunity Employer.