The Business Analyst plays a critical role in the end to end implementation process. Develops and maintains relationships with internal and external stakeholders, providing client support to understand business needs, identify opportunities for improvement, and implement innovative solutions. Collaborates with internal teams to analyze moderate to complex business problem

The Client Partnership Director will become the trusted advisor with clients and prospects on existing Envestnet Yodlee solutions to deliver growth, ongoing client satisfaction and success of each assigned Envestnet Yodlee client. The candidate must understand complex software sales and consultative selling. The candidate must be capable of managing complex sales processe

We are looking for a motivated Senior Accountant to assist with the day to day accounting over US entity activities within the Finance organization. This position is essential to ensuring the highest level of financial reporting accuracy through the maintenance of internal systems and adherence to financial reporting processes. This is a great position for those who want

Performs multifaceted accounting and related functions in such areas as billing, contract review, monthly and quarterly close schedules, and preparations of journal entries associated with revenue, deferred revenue, and A/R. Job Responsibilities Interpreting customer contracts to drive the calculating, preparing, maintaining, and reconciling accurate and timely customer i

PMC's Overlay Services Operations Specialists are critical in supporting and growing Overlay Services. They will interact directly with external advisors, Overlay Services Specialist, as well as our Overlay Services Portfolio Administration Specialists and others within the Envestnet organization. They will be responsible for the operational support for accounts, which ha

Head of Investor Relations for Envestnet (NYSE ENV) is responsible for spearheading the development, implementation, and supervision of the company's Investor Relations function. This role encompasses the creation and execution of the Investor Relations strategy, operational plans, and budget. We are in search of an individual who embraces a hands on approach and actively

Extracting and structuring operational and financial data to ensure data integrity and facilitate effective analysis and reporting Building models to facilitate data compilation, analysis and decision making Analyzing data, identifying issues and opportunities, and proactively resolving problems encountered Support the business unit's monthly financial reporting needs Con

The Executive Assistant provides high level administrative, project management, and communications support in all facets of the executive officers' daily business routines. Manages details of highly confidential and critical nature. Exercises judgement within generally defined practices and polices in selecting methods for delivering solutions. Job Responsibilities Provid

Envestnet is seeking a passionate and talented Envestnet Securities Partnerships Head to join our limited purpose broker dealer delivering strategic partnerships and revenue opportunities with custodians and asset managers. In this leadership role, you will be responsible for overseeing and managing all aspects of our internal broker dealer operations, ensuring compliance

We are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Asset Manager partners. The primary role of the Manager Services department is to support Envestnet's asset manager partners by facilitating demonstrations of and responding the inquiries about the Envestnet platform. Job Responsibilities Provide t

The Tamarac Reporting team is looking for a Client Service Associate to provide technical support for the Tamarac Reporting product. This position is essential to ensuring the highest level of customer satisfaction through providing a high level of technical support and training on our products, differentiated by their consultative approach and strong sense of client advo

The Client Billing Associate compiles, reconciles, and verifies fee calculations to ensure accurate and timely billing based on monthly and quarterly cycles. In addition, the associate will provide support to internal departments and external partners in addition to clients. Job Responsibilities Responsible for all billing work on specific clients including fee billing an

The Business Development Director will be responsible for new business development activities within DC Record Keepers, Broker/Dealers, Banks (both Trust and Retail), Third Party Administrators, and Insurance companies. This role will be accountable for driving revenue across the entire Workplace solution suite of Envestnet. Job Responsibilities Drive revenue though new l

Portfolio Administration Services is seeking a candidate that is willing to grow and cultivate skills in the Fintech industry. A successful candidate will play a crucial role in the day to day monitoring and administration of client accounts utilizing Envestnet's trading and account management platform. This individual should be committed to providing a "best in class" ex

The AP Associate is responsible for Accounts Payable activities, including the review and verification of invoices to ensure accuracy. The AP Associate applies basic accounting principles related to Accounts Payable. Responsibilities include processing purchase order and manual invoices into the accounting system, preparing payment proposals, and maintaining files accordi