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

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 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

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 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 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

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 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

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

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 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

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

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

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

MoneyGuide, Inc. is the developer of MoneyGuidePro financial planning software. As an industry leader in innovation, we believe in providing advisors software that is smart, easy and adaptable to create friendly and meaningful goal based financial plans for their clients. MoneyGuidePro is used by thousands of financial service professionals from small size planning firms