Client Launch Consultant II

2 months ago


Berwyn, United States Envestnet Full time
Description

Envestnet is seeking a passionate and talented Client Launch Consultant II to join our Client Consulting Launch team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations.

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 Launch Consulting Team is responsible for providing platform subject matter expertise to new and existing clients. This position serves as a client advocate to resolve issues and works to improve processes, the overall platform experience, and operational workflows. The Client Launch Consultant II works with various teams across the Envestnet organization to assist with client opportunities, issues, and projects that require a high degree of platform expertise and a consultative approach to strengthening the overall relationship through an operational lens.

The Client Launch Consultant II partners with team members, Key Account Management, Institutional Client Support, Portfolio Administration Support, Managed Account Support, Project Management, Sales, and Service Relationship Management to support successful completion of client engagements.

Job Responsibilities:
  • Client engagements include new logo/enterprise sales, operations consulting engagements, trading consulting, strategic relationship solutions, internal strategic initiatives, and internal/external training endeavors
  • Proactively manage project scope for assigned tasks, identify potential challenges, and devise solutions to keep projects on track and within scope
  • Partner directly with internal implementation team resources, clients, partners and third-party contacts for platform solution discussions
  • Understand the client's current operational procedures and provide change management support for the transition to Envestnet technology
  • Responsible for supporting Service Request and Trading workstreams on new client engagements
  • Work with management and product support teams to identify alternate solutions for requests defined as non-standard
  • Educate new and current clients on functionality, features, and operational/functionality best practices via prescriptive recommendations and consultation
  • Support Wealth Trading enablement workstreams with client partners
  • Understand and communicate key functionality and features relevant to industry trends and/or leveraged by similar client types
  • Partner with team members and manager to ensure high-quality customer service to meet or exceed client expectations
  • Deliver and discuss Envestnet Standard Operating Procedures with clients
  • Facilitate the client transition from project to the production support teams
  • Provide client on-site operational and trading support during implementation when required
  • Grow and maintain knowledge in the platform and tools directly related to the position's responsibilities
  • Maintain an active role in educating new and current team members on new features and functionality
  • Work with education team to support the development of training materials for new and existing functionality
  • 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 or equivalent work experience
  • 3+ years of experience in the financial services or related industry with a client service / operations background
  • Intermediate-to-Advanced level of technical knowledge of Envestnet platform, or equivalent
  • Strong written and verbal professional communication skills
  • Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure
  • Ability to critically analyze information and make sound recommendations
  • Ability to adjust to changing priorities
  • Ability to explain complex functionality in simple, concise terminology
  • Work as a member of a team with collaborative decision making
  • Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities
  • Strong information-gathering and troubleshooting skills
  • Must be willing to travel (less than 25%)
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-LM1

  • Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Launch Consultant II to join our Client Consulting Launch team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...


  • 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...


  • 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...


  • Berwyn, Illinois, United States Workday, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Financial Implementation Consultant to join our team at Workday, Inc. As a key member of our implementation team, you will play a critical role in ensuring the successful deployment of our financial solutions for healthcare customers.Key Responsibilities:Contribute to the development and maintenance of...


  • Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA 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...


  • Berwyn, Illinois, United States Workday, Inc. Full time

    About the Role As a Lead Financial Solutions Consultant at Workday, Inc., you will be instrumental in driving the successful deployment of our financial solutions tailored for the healthcare sector. This position offers a unique opportunity to collaborate with a diverse and inclusive team, working alongside sales, project management, product development, and...


  • Berwyn, Pennsylvania, United States Envestnet Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate - Advisor to join our team at Envestnet. As a key member of our Service - Advisor team, you will be responsible for delivering exceptional consultation and support to financial advisors through inbound calls.Key ResponsibilitiesAct as a Subject Matter Expert on platform functionality,...


  • Berwyn, United States Yodlee Full time

    Envestnet is seeking a passionate and talented Client Service Associate u2013 Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA 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...


  • Berwyn, Illinois, United States Workday, Inc. Full time

    Position Overview As a Lead Financial Solutions Consultant, you will be instrumental in driving the effective deployment of Workday's financial offerings tailored for our healthcare clientele. This role provides a unique opportunity to collaborate within a diverse and inclusive environment, working alongside sales, project management, product teams, and...


  • Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA 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...


  • Berwyn, Pennsylvania, United States World Insurance Associates, LLC. Full time

    Help Clients Experience a Modern Alternative to Employee BenefitsAt World Insurance Associates, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial...


  • Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...


  • Berwyn, United States Yodlee Full time

    Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial...


  • Berwyn, Illinois, United States Envestnet Full time

    Job Summary:The Technical Consultant, Tamarac Reporting is responsible for the training and onboarding of firms onto the Tamarac Reporting platform. A successful applicant will have demonstrated an exceptional level of technical proficiency, determination, curiosity and a commitment to learning.Key Responsibilities:Partner with team members, Project...


  • Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...


  • Berwyn, Illinois, United States State Street Full time

    Job Title: Alpha Account Services Client Implementation Lead, Vice PresidentState Street Alpha Platform is seeking a seasoned professional to lead client implementation efforts for our Alpha Account Services product. As a Vice President, you will be responsible for providing expert business analysis and advice to clients on current and future state Alpha F2B...


  • Berwyn, United States Trinity Health Full time

    Employment Type: Full time Shift: Description: POSITION PURPOSE Configures, installs, monitors and maintains TIS users’ desktop software and hardware and provides advanced level support in these areas. Provides consultation to TIS users for all aspects of end-user computing and desktop-based LAN systems software. Provides advanced level technical...


  • Berwyn, Pennsylvania, United States Magis Capital Partners LL Full time

    Job DescriptionAbout Us:Magis Capital Partners LL is a leading digital platform that connects advisors, firms, and retirement products through innovative technology. We're a forward-thinking company that thrives in a fast-paced digital space. Our mission is to create opportunities for our clients and employees alike.About the Opportunity:The Product...

  • Nurse Practitioner

    4 months ago


    Berwyn, United States Marie Lawrence Associates Full time

    Company Overview: Our client is seeking a passionate healthcare professional who values healthy living, quality of life, and work-life balance. They are looking for an exceptional Nurse Practitioner to join their dynamic team in a Full or Part-Time role, serving their Berwyn location. This is a unique opportunity to provide top-tier medical care. If you're...

  • Medical Professional

    2 months ago


    Berwyn, Illinois, United States Marie Lawrence Associates Full time

    Company OverviewOur client, a leading healthcare provider, is seeking a dedicated and compassionate Nurse Practitioner to join their team in a Full or Part-Time role at their Berwyn location. This is an exceptional opportunity to provide top-tier medical care and contribute to the well-being of patients.Clinical ResponsibilitiesObtain and review patient...