Current jobs related to Overlay Services Operations Specialist - Berwyn - Envestnet

  • Tax Overlay Support Specialist

    4 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Tax Overlay Support Specialist to join our Trade Services team. This position is expected to report to our Berwyn, PA 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,...

  • Tax Overlay Operations Specialist

    3 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    About the RoleEnvestnet is seeking a highly skilled and detail-oriented Tax Overlay Support Specialist to join our Trade Services team. As a key member of our team, you will be responsible for the day-to-day monitoring and administration of accounts, ensuring seamless execution of trades and portfolio management.Key ResponsibilitiesAccount Management:...

  • Institutional Client Support Specialist

    4 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Senior Operations Specialist

    3 months ago

    Berwyn, United States Archer Full time

    About Archer: Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for...

  • Senior Operations Specialist

    4 weeks ago

    Berwyn, United States Archer Full time

    About Archer: Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for...

  • Educational Support Specialist

    4 weeks ago

    Berwyn, Illinois, United States CCRES, Educational & Behavioral Health Services Full time

    Join CCRES as an Educational Support Specialist and contribute to the success of students in our partner schools. AVAILABLE POSITIONS: Hillside Elementary (General Assistance) - Mon-Fri 8:00-3:30 Tredyffrin-Easttown Middle School (Front Desk Support) - Mon/Wed/every other Fri 7:45-3:15 Devon Elementary (General Assistance) - Mon-Fri 11:30-4:15 Elementary...

  • People Operations Support Specialist

    2 weeks ago

    Berwyn, Illinois, United States Devereux Advanced Behavioral Health Full time

    About Devereux Advanced Behavioral HealthWe are a leading provider of behavioral healthcare services, dedicated to unlocking and nurturing human potential for individuals with emotional, behavioral, or cognitive differences.Job SummaryWe are seeking a highly motivated and organized People Operations Support Specialist to join our team. As a key member of our...

  • Reading Support Specialist

    3 weeks ago

    Berwyn, Pennsylvania, United States CCRES, Educational & Behavioral Health Services Full time

    Job SummaryCCRES, Educational & Behavioral Health Services is seeking a highly skilled Reading Support Specialist to join our team. As a Reading Support Specialist, you will play a critical role in supporting students in the reading program, working under the supervision of a Reading Specialist.Key ResponsibilitiesDeliver small group reading instruction to...

  • Reading Support Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States CCRES, Educational & Behavioral Health Services Full time

    Job SummaryCCRES, Educational & Behavioral Health Services is seeking a highly skilled Reading Support Specialist to join our team. As a Reading Support Specialist, you will play a critical role in supporting students in the reading program, working under the supervision of a Reading Specialist.Key ResponsibilitiesDeliver small group reading instruction to...

  • Reading Support Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States CCRES, Educational & Behavioral Health Services Full time

    Job SummaryWe are seeking a highly skilled and dedicated Reading Support Specialist to join our team at CCRES, Educational & Behavioral Health Services. As a Reading Support Specialist, you will play a vital role in supporting students in the reading program, working under the supervision of a Reading Specialist.Key ResponsibilitiesProvide direct instruction...

  • Clinical Social Services Specialist

    4 weeks ago

    Berwyn, Illinois, United States Loyola University Health System Full time

    Employment Type:Full timeShift:Day ShiftPosition Overview:Exciting opportunity for a Clinical Social Services Specialist to join an organization committed to holistic care, addressing the physical, emotional, and spiritual needs of individuals.We are in search of a Clinical Social Services Specialist who is passionate about delivering outstanding support to...

  • Financial Operations Specialist

    3 weeks ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    Job OverviewPosition Summary: Are you eager to contribute to a thriving organization in a dynamic and fast-paced environment? Sovereign Insurance Group is on the lookout for a dedicated and detail-oriented Accounting Specialist to enhance our vibrant team. In this pivotal role, you will be instrumental in our financial processes, ensuring precision and...

  • Financial Operations Specialist

    4 weeks ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    Job OverviewPosition Summary: Are you prepared to play a vital role in a dynamic and fast-paced financial environment? Sovereign Insurance Group is on the lookout for a dedicated and detail-oriented Accounting Specialist to enhance our vibrant team. In this position, you will not only handle payment processing but also be integral to our financial...

  • Financial Operations Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States Converge HR Solutions Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Converge HR Solutions. As a key member of our accounting team, you will play a vital role in supporting the financial management of our clients.Key Responsibilities:Process payment receipts and bank deposits in a timely and accurate...

  • Reconciliation Specialist

    1 month ago

    Berwyn, United States ARCHER Full time

    Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs.With Archers fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for growth.Archer...

  • Financial Operations Specialist

    3 weeks ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    Job OverviewPosition Summary: Are you eager to contribute to a thriving organization in a dynamic sector? Sovereign Insurance Group is on the lookout for a dedicated and meticulous Accounting Specialist to enhance our vibrant team. In this pivotal role, you will not only handle payment processing but also play a crucial part in our financial framework,...

  • Food Service Operations Manager

    3 weeks ago

    Berwyn, Illinois, United States Dunkin' Donuts Full time

    Position OverviewWe are looking for a dedicated Food Service Operations Manager to lead our team at Dunkin' Donuts.Key Responsibilities:Develop and modify employee schedules to align with operational demandsComply with health and safety standards, ensuring a secure and hygienic environmentConduct regular inventory assessments as directed by the franchise...

  • People Operations Coordinator

    3 weeks ago

    Berwyn, Illinois, United States Devereux Advanced Behavioral Health Full time

    About Devereux Advanced Behavioral HealthDevereux Advanced Behavioral Health is a leading provider of behavioral healthcare services for children, adolescents, and adults.Job SummaryWe are seeking a highly motivated and organized Administrative Support Specialist to join our People Operations team. The successful candidate will provide administrative support...

  • Pest Control Specialist

    2 days ago

    Berwyn, Illinois, United States McCloud Services Full time

    About McCloud ServicesWe are proud to be a member of the Rentokil family of companies, a global leader in Pest Control and other services across over 90 countries. Our mission is to protect people, enhance lives, and preserve the planet.Job SummaryWe are seeking a highly motivated and detail-oriented Pest Control Technician to join our team at McCloud...

  • Clinical Nurse Specialist

    4 weeks ago

    Berwyn, Illinois, United States Zahav of Berwyn Full time

    Zahav of Berwyn is seeking a committed Clinical Nurse Specialist to join our team.At Zahav, we take pride in delivering exceptional standards of care.Are you a healthcare professional dedicated to providing outstanding patient support? Zahav healthcare is the ideal environment for you. We offer flexible scheduling options including full-time, part-time, and...

Overlay Services Operations Specialist

4 months ago

Berwyn, United States Envestnet Full time

Envestnet is seeking a passionate and talented Overlay Services Operations Specialist to join our Wealth Solutions team. This position is expected to report to our Berwyn, PA 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:

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. * Strong verbal and written communication. * 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

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 * 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

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