Envestnet is seeking a Senior Technical Consultant to join our Product department. This is a hybrid role, with in-office work required at either our Denver, CO or Berwyn, PA 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:
Senior Technical Consultants are the primary sales support resource for the sales organization for the Wealth channel. Senior Technical Consultants are tasked with becoming the “trusted advisor” and thus are expected to have deep knowledge and understanding of Wealth Management and Analytics solutions. Senior Technical Consultants must demonstrate the value of Data & Analytics Platform solutions through product demonstrations, presentations, and deep dive architecture and integration discussions with groups ranging from a prospect’s development/IT staff to C-suite personnel.
Job Responsibilities:
Understand and articulate Envestnet company strategy and assist clients in establishing their strategies in alignment with Envestnet’s
Lead conversations with clients on release notes and development items
Partner with team members, Project Management, Program Management, and Account Management to promote consistent application of standardized processes and controls created to achieve high quality support for our clients from discovery, onboarding, through to production support
Properly educate new and current clients on functionality and features of the platform
Serve as an escalation point for product implementation and testing issues for assigned clients
Collaborate with team members to meet and exceed client expectations
Understand and explain/present product roadmap to clients
Lead client discussions on new enhancements
Assist in creation of statements of work for new enhancements with little support
Assist in key client issue resolution
Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process
Grow and maintain expert level knowledge of the platform and any other product or tool directly related to the position’s responsibilities
Provide feedback and recommendations on ideas for process/product/program improvements
Proactively manage scope of projects/development, identify potential challenges, and devise solutions to keep projects on task and within scope
Identify, triage, and escalate defects where necessary and ensure resolution in a timely manner; follow stated procedures on managing and reporting defects
Actively participate in prioritizing client development requests and determining feasibility/necessity of these requests
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:
Bachelor’s degree in business administration, finance or related field
6+ years of experience in a financial services atmosphere, specifically the registered advisory, brokerage, financial services or financial technology industry
Formal background in wealth management, with hands-on experience supporting enterprise wealth platforms across the full product development lifecycle (discovery, roadmap, definition, implementation, enablement, post-launch)
Ability to translate advisor and firm needs into scalable product outcomes across a complex, multi-product ecosystem
Proficiency in Microsoft Office products and understanding of the development life cycle
Very strong written communication, verbal communication and problem-solving skills
Excellent people and time management skills to interact with clients, colleagues and cross-functional teams, both internal and external
Preferred Qualifications:
Extensive Envestnet platform background with the ability to demonstrate deep platform-specific knowledge
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
Salary:
The annual base salary range for this position is $80,000 to $100,000.