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

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

The Client Success Specialist is responsible for engaging, retaining, and driving our customer renewals with usage of Envestnet | MoneyGuide product offerings. The Client Success Specialist completes the post sales lifecycle for all IFA accounts serving as the advocate for each customer. You will work collaboratively with technology, analytics, service, and other MoneyGui

We are looking for a motivated Billing Analyst II to execute the day to day billing cycles over multiple products, entities and tools for the Envestnet Wealth Management segment. This position is essential to ensuring the highest level of billing accuracy and reporting through the correct set up of client bills, timeliness and accuracy of billing using internal systems.Th

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

We are seeking an experienced Senior Workday Analyst to provide production support for Envestnet's HR, Benefits, and Payroll applications. This role will serve as the Workday expert and point of contact for our users. Job Responsibilities Must have Workday experience to be considered. Provide support for Workday HRIS application, including researching and resolving comple

As a MoneyGuide Client Service Team Member, you will be the front line support for our users. You will be expected to address financial and technical questions for a complex software package. We are looking for independent go getters who can maintain an upbeat attitude and always have an eye on improvement. Job Responsibilities Creating and delivering advanced planning te

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

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

The Sales Operations, Business & Performance Analytics Director will be responsible for two key areas Sales Incentives and Sales Performance Management. This includes the creation, maintenance, and monitoring of sales incentive plans, providing regular updates to leadership, identifying, and addressing anomalies, running quarterly incentive commissions, and facilitating a

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

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

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 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

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