The Principal Director, Finance Shared Services oversees the accuracy of Envestnet's accounting and associated reporting for the organization. This is a hands on role responsible for managing the financial activities of Envestnet's Shared Service functions to ensure accurate and timely financial statements. This role helps to establish strategies to oversee and optimize t

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 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 Strategic Relationship Management Principal Director will focus on nurturing existing client relationships with the goals of helping our clients grow their business and increase overall relationship success and adoption through a sales process. In this role you will partner with your assigned institutional clients to consultatively develop a deeper understanding of th

We are looking for a talented individual to join the Research team at Envestnet Data & Analytics as a Senior Product Manager. The hire will have an integral role in shaping products that use big data and analytics to derive powerful insights in the investment and market research industries. Envestnet Data & Analytics is the largest SaaS platform for consumer financial dat

The Workplace Solutions Sales Consultant acts as a partner supporting Envestnet's Fiduciary Sales efforts. Sales Consultant employees are responsible for assisting the Sales teams with account review, onboarding, making outbound sales calls, and fielding inbound sales inquiries. Job Responsibilities Thoroughly learn, understand, and present all Envestnet fiduciary product