Investment Specialist

3 weeks ago

Chicago, United States beBee S US Full time

Description

Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

The Investment Specialist is responsible for working alongside a territory based Senior Investment Specialist and will be engaging RIA and BD advisors as an investment expert across multiple PMC investment product types and proprietary investment processes that are integrated into the Envestnet platform

Job Responsibilities:

  • Promotion of PMC High Net Worth Solutions to Advisors - Prospect Level
    • Partner with Senior Investment Specialist to help advisors create sophisticated investment proposals for cases in excess of 1M based upon perceived target client needs and advisor biases
    • Serve as a deep subject matter expert on all aspects of PMC's Private Wealth Consulting and Custom Case Consulting investment offerings
    • Incorporate Direct Indexing, IMPACT portfolios and Tax Overlay as applicable
  • Servicing of PMC High Net Worth Solutions to Advisors
    • Partner with Senior Investment Specialist to provide an ongoing white glove advisor experience for the PMC Private Wealth Consulting business line
    • PMC Private Wealth Consulting is a fully outsourced service that includes PMC discretionary trading within a customized portfolio design and ongoing implementation for larger client relationships
  • Serve as an Advisor Liaison to PMC Investment Management & Research
    • Maintain a deep understanding of PMC's Capital Markets Assumptions and Asset Class Portfolios Construction Methodologies
    • Stay current on PMC's best third party research ideas across Separately Managed Accounts, Mutual Funds and Fund Strategist Portfolios
  • 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
  • CFA Level 1 or 2 candidates preferred
  • 4-10 years of experience in the financial services industry with at least 3 years in client contact capacity
  • Commitment to provide positive client experience and reinforce PMC's image as a financial services provider
  • Possess ability to position to advisors a complex and diverse set of investment products
  • Highly organized with a strong attention to detail
  • Effective and concise communicator, both verbal and written
  • Possess ability to prioritize and maintain multiple client requests
  • Make decisions and implement solutions based on a thorough understanding of the capital markets, the Envestnet platform's products and investment processes

About Us:

Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet:

  • Be a member of a leading financial services and products innovation 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
    • Equity
    • Parental Stipend
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable match
    • Wellness Program
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
  • The best work locations with unlimited snacks

Salary:

The annual base salary range for this position is $75,000 to $125,000.

This position is eligible for a variable pay based on a sales incentive plan.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

#LI-RT1 #LI-Hybrid

  • Investment Specialist

    2 weeks ago

    Chicago, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Investment Specialist Director

    2 days ago

    Chicago, United States Envestnet | Yodlee Full time

    The Investment Specialist Director is responsible for working alongside a territory based Senior Investment Specialist and will be engaging RIA and BD advisors as an investment expert across multiple PMC investment product types and proprietary investment processes that are integrated into the Envestnet platform. Job Responsibilities: Promotion of PMC...

  • Investment Specialist Director

    1 day ago

    Chicago, United States Envestnet Full time

    **Description** Envestnet is seeking a passionate and talented **Investment Specialist Director** to join our Sales team. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a...

  • Associate Product Specialist, Investments

    1 day ago

    Chicago, United States Northern Trust Corp. Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

  • Investment Research Specialist

    4 days ago

    Chicago, Illinois, United States Marsh McLennan Full time

    Mercer is seeking the following position based in the Chicago, IL, or Minneapolis, MN office.Investment Research SpecialistWhat can you expect?Be part of Mercer's Fixed Income teamParticipate in and undertake detailed due diligence of fixed income strategies, ultimately proposing strategies for Mercer's recommended listSynthesize Mercer's view through a...

  • Accounting Specialist

    5 days ago

    Chicago, United States Sound Investment Full time

    JOB DESCRIPTION A leading Event Production company and Sales & Installation company with a national footprint is looking for qualified accounting professionals for its fast-paced expanding accounting department in its Chicago headquarters. The Accounts Receivable Specialist assists with ensuring that the company receives payment for services and equipment...

  • Marketing Specialist

    4 days ago

    Chicago, United States Baird Full time

    Looking for a new challenge and opportunity to contribute to a thriving, global financial services firm? If so, consider the Global Investment Banking Marketing Specialist position at one of Fortune® magazine's 100 Best Companies to Work For.This position, in Baird's corporate Marketing & Communications department, will support the Global Investment Banking...

  • Marketing Specialist

    4 days ago

    Chicago, United States Baird Full time

    Looking for a new challenge and opportunity to contribute to a thriving, global financial services firm? If so, consider the Global Investment Banking Marketing Specialist position at one of Fortune® magazine's 100 Best Companies to Work For. This position, in Baird's corporate Marketing & Communications department, will support the Global Investment...

  • RFP Marketing Specialist Legal Investment Chicago, IL ref

    4 weeks ago

    Chicago, United States Esr Healthcare Full time

    RFP Marketing Specialist Legal Investment Chicago, IL ref RFP Marketing Specialist oChicago, I ref Skills: RFP writing Job description Job insights Screening questions Candidate pipeline If you post this job on a job board, please do not use company name or salary. Experience level: Mid-senior Experience required: 4 Years Education level: Bachelor’s degree...

  • Testing Specialist, Client Onboarding

    4 weeks ago

    Chicago, United States Northern Trust Corporation Full time

    The Client Onboarding team manages large and complex new business implementations for clients. Responsible for migration of clients to service platforms and for overall delivery of product to client including installation, programming, testing and se Operations, Sourcing, Investment, Specialist, Onboarding, Client, Business Services

  • Accounting Specialist

    3 days ago

    Chicago, United States Sound Investment AV Full time

    Job DescriptionJob DescriptionJOB DESCRIPTIONA leading Event Production company and Sales & Installation company with a national footprint is looking for qualified accounting professionals for its fast-paced expanding accounting department in its Chicago headquarters. The Accounts Receivable Specialist assists with ensuring that the company receives...

  • Client Relationship Specialist

    4 days ago

    Chicago, United States Robert W. Baird & Co. Full time

    Client Relationship Specialist - Investment Banking (FSG Business Development) We are seeking a talented and motivated individual to work with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and deal support between Global Investment Banking's industry and product teams and...

  • Client Relationship Specialist

    5 days ago

    Chicago, United States Robert W. Baird & Co. Full time

    Client Relationship Specialist - Investment Banking (FSG Business Development) We are seeking a talented and motivated individual to work with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and deal support between Global Investment Banking's industry and product teams and...

  • Investment Services Representative

    1 month ago

    Chicago, United States Evangelical Covenant Church Full time

    Job DescriptionJob DescriptionDescription:About Our Ministry – National Covenant Properties (NCP) is a church extension fund, which operates as afinancial ministry affiliate of The Evangelical Covenant Church denomination. NCP provides investment productsto members of Covenant churches and offers lending solutions for local congregations as they seek to...

  • Investment Services Representative National Covenant Properties

    1 month ago

    Chicago, United States Evangelical Covenant Church Full time

    About National Covenant Properties National Covenant Properties (NCP) is a church extension fund, which operates as a financial ministry affiliate of The Evangelical Covenant Church denomination. NCP provides investment products to members of Covenant churches and offers lending solutions for local congregations as they seek to expand their facilities and...

  • Investment Product Manager, Morningstar Wealth

    3 days ago

    Chicago, United States Morningstar Full time

    The Role: Morningstar Wealth seeks a self-motivated individual who possess a blend of business acumen, analytical skills and ability to work independently in a high stress role. The ideal candidate will have good knowledge of investments, exceptional project management and marketing, communication, and organizational skills. This role will require a deep...

  • Associate, FP&A Investments Consolidation

    3 days ago

    Chicago, United States RWE Gruppe Full time

    Associate, FP&A Investments Consolidation Location(s): Chicago, IL, US, 60654 RWE Clean Energy, LLC At RWE Clean Energy (RWECE), the Associate, FP&A Investments & Consolidations ; as a part ofthe Investments Controlling Development and Construction team is responsible for financial performance controlling, planning & reporting and target setting for the...

  • Associate, FP&A Investments Consolidation

    3 days ago

    Chicago, United States RWE AG Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Associate, FP&A Investments Consolidation Location(s): Chicago, IL, US, 60654 RWE Clean Energy, LLC At RWE Clean Energy (RWECE), the Associate, FP&A Investments & Consolidations ; as a part of the Investments Controlling Development and Construction team...

  • Associate, FP&A Investments Consolidation

    4 days ago

    Chicago, United States RWE Full time

    RWE Clean Energy, LLC At RWE Clean Energy (RWECE), the Associate, FP&A Investments & Consolidations; as a part of the Investments Controlling Development and Construction team is responsible for financial performance controlling, planning & reporting and target setting for the Onshore Wind, Solar and Energy Storage businesses in the Americas region. Working...

  • Associate, FP&A Investments Consolidation

    3 days ago

    Chicago, United States RWE Full time

    RWE Clean Energy, LLC At RWE Clean Energy (RWECE), the Associate, FP&A Investments & Consolidations; as a part of the Investments Controlling Development and Construction team is responsible for financial performance controlling, planning & reporting and target setting for the Onshore Wind, Solar and Energy Storage businesses in the Americas region. Working...