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Overlay Services Operations Specialist

Overlay Services Operations Specialist

Envestnet YodleeBerwyn, PA, US
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Overlay Services Operations Specialist

Envestnet is seeking an Overlay Services Operations Specialist to join our Wealth Solutions department. This is a hybrid role, with in-office work required at our 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

Job Summary :

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 have elected Overlay Services. This will include new account set up, Not In Good Order resolution and other maintenance requests. They will be cross-trained with other members of the Overlay team to provide support.

Job Responsibilities :

  • Operational responsibilities for new Overlay Services accounts.
  • Communicate the value proposition of Overlay Services.
  • Collaborate within the Envestnet organization for opportunities for Overlay Services.
  • Support advisors who are bringing in new Overlay Services accounts. This could include analyzing new accounts that are choosing various Impact screens, or working with advisors to analyze the tax consequences of a client's existing portfolio under various tax budget scenarios. Utilizing PMC's Portfolio Asset Transition Summary(PATS).
  • Work with advisors to resolve issues with accounts that are not yet in good order to invest with an Overlay Services mandate. Issues may include but are not limited to : unrealistic tax budgets, inadequate funding, inadequate exposure to equity SMA sleeves, unrealistic number of Impact screens, etc.
  • Coordinate account level problem resolution prior to accounts reaching the Overlay Services Portfolio Administration Specialist team.
  • Assist advisors by answering questions and providing updated information regarding existing accounts with Overlay Services.
  • Support the growth efforts of Overlay Services by working with internal partners.
  • 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, finance, or related field of study.
  • Minimum of 1-3 years of experience in the investment management or investment consulting industry.
  • Knowledge of the Financial Services Industry.
  • Understanding of investment products including Separately Managed Accounts, Mutual Funds and ETFs.
  • Effective and concise communicator, both verbal and written.
  • Understanding of tax implication of investments.
  • Understanding of Impact Investing.
  • Thoughtful decision maker with the ability to implement solutions based on a thorough knowledge of the client situation.
  • Commitment to provide positive client experience and reinforce the firm's image as a sophisticated investment solutions provider.
  • Highly organized with a strong attention to detail.
  • Possess ability to prioritize and maintain multiple client request.

    • 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.

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    Operation Specialist • Berwyn, PA, US

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