Technical Consultant - Tamarac Reporting

Description

Envestnet is seeking a Technical Consultant – Tamarac Reporting to join our Product department. This is a hybrid role, with in-office work required at either our Raleigh, NC 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
  
  

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Job Summary: 
The Technical Consultant is responsible for the training and onboarding of firms onto the Tamarac Reporting platform, as well as consulting for existing clients in various capacities. A successful applicant will have demonstrated an exceptional level of technical proficiency, determination, curiosity and a commitment to learning. Our team of high performing individuals collaborate with each other and across departments. Technical Consultants are expected to serve as a subject matter expert and train others as needed.

Job Responsibilities:

• Partner with team members, Project Management, and Account Management to ensure successful completion of projects.
  
  
• Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope.
  
  
• Active role in educating new and current team members.
  
  
• Work with Education Team to devise training for release cycles.
  
  
• Establish client specific workflows to assist firm in efficiently onboarding Tamarac Reporting.
  
  
• Collaborate with team members to meet or exceed client expectations.
  
  
• Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process.
  
  
• Submit articles for knowledge base and ideas for process/product improvements.
  
  
• 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 required in Finance, Economics, Information Systems, Computer Science, Business Analytics or a closely related field
  
  
• 4 + years of experience in a financial services atmosphere, preferably in the registered investment advisory space
  
  
• Working knowledge of Microsoft Office products required
  
  
• Comfortable working with data validation, systems configurations and step-by-step workflows
  
  
• Ability to follow structured processes while identifying inconsistencies or issues
  
  
• Strong attention to detail and documentation skills
  
  
• Some travel may be required, up to 30%
  
  

Preferred Qualifications: 

• Proficiency in Tamarac Reporting preferred
  
  
• Ability to learn and navigate complex software platforms
  
  
• Introductory exposure to reporting platforms, SQL, APIs, or system integrations
  
  

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.